Special Offers

Leading financial institutions turn to Sun and Navagate to take advantage of proven solutions. Navagate, a premier provider of Distribution Optimization and Sales Automation Solutions, provides a robust integration platform and deep industry expertise to put into operation best practices in sales force productivity across your distribution organization.

Optimizing Distribution and the Navagate Guarantee

As a testament to the confidence Sun and Navagate have in Navagate's Agility Solution Suite, now through August 31, 2008, Navagate presents the opportunity to eliminate the risks associated with system selection and deployment by offering a no-cost Productivity Assessment to qualified organizations.

Navagate's 2-day, on-site Productivity Assessment will allow your organization to quantify the financial benefits of Agility, Navagate's state-of-the-art Distribution Optimization and Sales Automation Solution. By leveraging a team of experienced consultants, you will receive an Executive Briefing and documentation outlining how your organization can improve productivity and optimize time spent in client-facing activities, while growing wallet sharequickly and affordably.

How It Will Work

1. Contact your local Sun Account Executive. To get started http://www.navagate.com/sun.php
   
   
2. Pre-Briefing. Navagate will contact you to learn more about your organizational goals, brief you on the objectives of the Productivity Assessment, and set-up logistics.
   
   
3. Productivity Assessment. A team of Navagate consultants will conduct a 2-day on-site review and interview key contributors throughout all levels of the distribution organization. During the Productivity Assessment, our consultants will meet with your team to assess:
   • Common business and time management practices of successful advisors
   • System and data requirements for prospect identification and acquisition to include data aggregation, analysis and conclusion requirements
   • Opportunities for the utilization of automation to create consistent approaches
   
   
4. Executive Briefing of Findings. Following the Productivity Assessment, Navagate will provide you with an Executive Briefing, Solutions Roadmap and Implementation Plan. Our proposed solution is guaranteed to:
   • Increase client-facing activities by 25-40%
   • Formalize and automate the practices of your best performers to drive productivity across the entire team
   • Leverage client knowledge to deliver consistent conclusions and actions across the distribution organization
   • Enhance marketing effectiveness of lead generation, qualification, assignment and conversion to accelerate revenue growth, and increase wallet share
   
   
5. Production Deployment. Navagate will continue to stay financially "at risk" with your organization through the production deployment, with mutually agreed upon "acceptance criteria."

Change the Way Your Organization Buys Software

The Navagate Productivity Assessment and Production Deployment Guarantee provides a unique approach to evaluate the benefits of the Agility Distribution Optimization solution. To learn more about how you can benefit from this risk-free opportunity contact your Sun Account Executive.