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TracPlus

by PerformanceDelta · Since 2006
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Active1+ countriesCloud
Quick facts
VendorPerformanceDelta
Year launched2006
StatusActive
LocationP.O. Box 2394 Madison, MS 39130 PerformanceDelta P.O. Box 2394 Madison, MS 39130
Countries served1+
Languages1
Integrations
Free tier
Free trial
Contact salesYES

About TracPlus

TracPlus is a tracking software from PerformanceDelta that provides real-time asset monitoring. It offers GPS tracking, geofencing capabilities, and reporting features so users can maintain oversight of their assets and manage logistics effectively. Designed for businesses that require asset visibility, TracPlus is suitable for various industries, including logistics and transportation. The platform supports integration with other software systems for improved functionality. Key capabilities: live tracking geofencing alerts detailed reporting integration with third-party tools user-friendly interface Best for: fleet managers and logistics professionals that need accurate asset tracking and management solutions.

TracPlus by PerformanceDelta is a sophisticated business performance management (BPM) software designed to streamline financial institutions' operations and provide actionable insights for enhanced decision-making. Primarily targeted at users such as banks, credit unions, financial institutions, and customer service teams, TracPlus aims to help businesses optimize their performance, track key metrics, and foster better strategic alignment across departments. With its cloud-based deployment, the platform offers scalability and flexibility, making it suitable for a wide range of financial services organizations, from smaller firms to large financial institutions. The user interface of TracPlus is sleek, modern, and highly intuitive, ensuring that users can quickly adapt to the platform, even if they are not particularly tech-savvy. The design is streamlined, with clear visual cues and a well-organized layout, making it easy to navigate between various functions. Dashboards are dynamic and customizable, providing users with real-time insights into key business metrics, which they can adjust according to their roles or preferences. The software's color-coded graphs and charts allow for quick data interpretation, which is especially beneficial for time-sensitive financial decision-making.

Pros & Cons

What users like
  • +Focus on Employee Engagement and Motivation: The system is designed to incentivize and motivate employees, particularly in the areas of referrals, relationship building, and cross-selling.
  • +Modular Design: The ability to choose specific features allows organizations to tailor the system to their specific needs and avoid paying for unnecessary functionalities.
  • +Emphasis on Relationship Management: The system provides tools for tracking customer/member interactions and activities, which can help improve retention and growth.
  • +Interactive Scorecards and Goal Tracking: The interactive scorecards provide employees with real-time performance feedback and clear steps to achieve their goals, fostering engagement and accountability.
  • +Improved Communication and Feedback: The system facilitates communication between employees and supervisors through automated notifications and updates.
  • +Focus on Banking/Credit Union Industry: The system is specifically designed for the needs of banks and credit unions, suggesting a deep understanding of the industry's unique challenges and opportunities.
  • +Easy Implementation and Quick ROI: The marketing materials emphasize easy implementation and a quick return on investment.
What users flag
  • Limited Information on Integrations: While the system emphasizes its focus on relationship management, there is little information about how it integrates with existing CRM or core banking systems.
  • Lack of Detailed Feature Descriptions: While the features are listed, there is a lack of detailed explanations of how each feature works and its specific functionalities.
  • Potential Over-Reliance on Incentives: The strong emphasis on rewards might lead to a focus on short-term gains rather than long-term relationship building if not implemented carefully.
  • Limited Information on Reporting and Analytics: While scorecards and goal tracking are mentioned, there is limited information about the system's reporting and analytics capabilities beyond individual performance.
  • Information Primarily from Testimonials: Most of the detailed information about the system's benefits comes from testimonials, which may not provide a completely objective view.

Features

Key features

Referral System
Incentivizes and tracks employee referrals to maximize cross-selling opportunities.
Relationship Tracking
Provides a clear view of customer/member activity to improve retention and growth.
Employee Reward Program
Motivates employees by rewarding performance and contributions.
Performance Evaluation System
Facilitates performance reviews and assessments.
Individual Goal Tracking
Allows employees to track their progress towards individual targets.
Cross-Sell Tracking
Monitors cross-selling efforts and results.
Competition-Style Campaigns
Creates engaging contests and campaigns to drive performance.

Additional features

Referral System
Incentivizes and streamlines employee referrals to maximize cross-selling and new business opportunities. This includes:
Cross-Department Referrals
Encourages collaboration between departments by rewarding employees for referring leads to other areas of the business.
Automated Tracking
System tracks the entire referral process, from initial submission to closed deal, ensuring accountability and accurate reward distribution.
Automated Rewards
Automatically calculates and distributes rewards to referring employees upon successful completion of a referral, eliminating manual processes and ensuring timely recognition.
Relationship Tracking
Provides a centralized view of customer/member interactions and activity, enabling better relationship management and retention. This includes:
Customer/Member Activity Tracking
Logs key interactions, such as calls, emails, meetings, and transactions, providing a comprehensive history of each relationship.
Relationship Growth Tracking
Monitors key metrics related to relationship growth, such as increased product usage, cross-selling success, and overall relationship value.
Employee Reward Program
Motivates employees by recognizing and rewarding their contributions to growth and relationship building. This includes:
Engaging Reward System
Offers a variety of rewards and recognition opportunities to keep employees motivated and engaged.
Performance-Based Rewards
Ties rewards directly to performance metrics, incentivizing desired behaviors and outcomes.
Real-Time Scoreboard
Provides real-time visibility into key performance indicators (KPIs) and team progress, fostering a sense of competition and accountability.
Competition-Style Campaigns
Creates engaging contests and campaigns to drive specific behaviors and achieve targeted goals.
Best Practice Training
Provides training and resources on best practices for relationship management, sales, and cross-selling, equipping employees with the skills they need to succeed.
Track Internal Campaigns
Monitors the effectiveness of internal campaigns and initiatives, providing data-driven insights to optimize future efforts.
Performance Evaluation System
Supports the performance review process by providing tools for goal setting, performance tracking, and feedback.
Individual Goal Tracking
Empowers employees to set and track their individual goals, aligning individual efforts with overall organizational objectives.
Cross-Sell Tracking
Monitors cross-selling activities and results, providing insights into the effectiveness of cross-selling strategies and identifying opportunities for improvement.

Pricing

Free trial
Free version
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Countries & Languages

1
Countries served
1
Interface languages
6
Billing currencies

Available in

All Countries.

Interface languages

English

Billing currencies

🇦🇺AUD🇨🇦CAD🇪🇺EUR🇬🇧GBP🇳🇿NZD🇺🇸USD

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