Custom Success Tracks
The company’s predefined business processes are implemented as success tracks that clearly define detailed steps and tasks to follow for success. Each step includes projected completion dates, detailed instructions and quick access to all necessary support tools. The success tracks automatically notify reps when specific steps are coming due, preventing activities from slipping through the cracks.

Goal Management System
All Success Track steps are added as goals for the sales rep.  Pinnacle provides a goal management system for sales reps to better track and accomplish their business objectives. Complex goals may contain multiple tasks with detailed notes. Each goal and task includes projected vs. actual completion dates and variance reporting. Sales reps may join a success track, which is a set of goals predefined by the company or any other sales rep for a specific business process. Each goal in the success track may include detailed instructions with links to information pages and other support resources.