Structure Day-to-Day Sales Execution
Sales performance often depends on the individual practices of each team, with inconsistencies across sites and managers. By defining shared methods, common expectations and consistent practices from one site to another, teams no longer depend on the manager's personal style — they rely on a framework that holds, everywhere and for everyone.
Establish Regular Oversight to Drive Team Progress
Sales management still often relies on ad hoc check-ins and past results. With regular tracking of skills and actions over time, managers conduct substantive conversations grounded in real progress — not last month's figures.
Provide a Clear View to Steer Performance
Skills, actions and sales results brought together in Smartboard in an AI-generated view tailored to each profile. Leadership teams adjust their priorities and manage performance over the long term. Not merely in reaction to gaps.
At CNP Assurances, 86% of advisers engage actively in their weekly reviews — because conversations start from real practices, not last month's results.
With over 250,000 consolidated responses across the entire BPRI network, directors manage sales activity from a consistent view, regardless of site or manager.
How It Works
Connect Sales Data From Your Existing Tools
Sales data already exists — results, targets, adviser profiles. Klara integrates it directly, so that tracking practices and performance starts from what is already available, with no duplicate data entry or adoption friction.
Track Actions and Skills Over Time
Managers track progress and validations in the Multi-skills Matrix, so that coaching conversations are grounded in real observations — not impressions or aggregated results.
Adjust Coaching on the Basis of Observations
Smartboard uses AI to generate cross-referenced views to identify gaps, direct coaching where it is most useful, and drive the improvement of practices over time — without rebuilding the picture from scratch at every check-in.
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What makes the difference
Multi-skills Matrices
Visualise who has mastered what, identify concrete gaps and make decisions grounded in the reality of field-level skills.
Smartboard
Generate AI-powered, personalised dashboards in a few clicks — tailored to every profile.
Training Booklets
Formalise programmes, track validations and embed skills development in employees' day-to-day work.
What our clients say
Manage Your Teams' Practices as Much as Their Results
Give your sales directors the tools to coach on a daily basis, and your sales teams clear standards to grow in their role.