How Sales Teams Work More Efficiently In Peer Suite

Is your team spending countless hours manually pulling reports and compiling data for your credit union prospects? Are you looking for a more efficient way to collaborate with your team and onboard new members?

Callahan’s Peer Suite helps credit union suppliers streamline their workflows and collaborate more effectively so you can spend more time focusing on reaching organization goals.

Streamline Your Sales Process With Shared Lead Lists

Whether you’re gathering leads for your team to pursue, transferring territories to someone else, or onboarding new leaders, Peer Suite makes sharing your creations with others easy.

The power is in your hands to grant view-only access or allow others permission to edit your custom lead lists, so you can shift your focus to other responsibilities and tasks.

Create And Share Folders The Whole Team Can Leverage

When looking at credit union performance to identify possible prospects or ways to position your messaging, are there a handful of metrics you tend to gravitate to?

Peer Suite makes it easy to collect, organize, and share key metrics you reference most frequently in custom folders. Reduce the need for redundant work and ensure your team has the right tools and metrics to be successful.

Manage Permissions And Foster Collaboration

Whether you’re looking to share a consistent playbook on the audience and metrics your team will need to be successful or collaborating on team initiatives, Peer Suite makes it easy to control how you share with others.

• Grant view-only access
• Grant editor permissions to allow others to modify and improve peer groups and content.

With Peer Suite, credit union supplier teams can collaborate more effectively, streamline their workflow, and win more deals.

Request a Peer Suite demo today and experience the benefits of streamlined collaboration and onboarding.