Skip to content
Liberrex

Search

Enter a query to search published products, case studies, articles, resources, and industries.

Menu

Workforce Experience

Align commercial priorities with frontline execution.

Turn head-office commercial priorities into coordinated execution across regions, agencies and teams — through objectives, campaigns, challenges and performance.

Conceptual view of a Liberrex manager using a tablet, with Goals, Campaigns, Team Challenge, and Engaged Teams surfaces connected around him.

Strategy to execution

From strategy to frontline execution.

Commercial priorities stay connected from head office to regions, agencies and teams.

  1. 01

    Head office

    Sets objectives, campaigns and network priorities.

  2. 02

    Region

    Follows execution within its perimeter.

  3. 03

    Branch / agency

    Turns priorities into local action.

  4. 04

    Manager

    Coaches teams and monitors execution.

  5. 05

    Advisor / agent

    Acts on assigned objectives, campaigns and challenges.

Objectives & campaigns

Turn commercial priorities into measurable execution.

Head-office priorities become objectives and time-bound campaigns, followed by perimeter.

Conceptual Liberrex workspace for commercial objectives and campaigns across a distributed network.

Objectives

  • Network scope

    Region, branch, team or individual perimeters.

  • Targets / KPIs

    The commercial measures to execute in the period.

  • Period

    Followed over the commercial period you define.

  • Progress tracking

    Intended versus observed execution by perimeter.

Campaigns

  • Commercial priority

    The offer, product focus or network push to execute.

  • Target population

    Regions, locations or roles included.

  • Period

    A start and end that keep the push time-bound.

  • Participation / progress

    How the campaign is taken up across the perimeter.

Engagement

Make commercial priorities visible and engaging.

Challenges help teams see and follow commercial priorities — without turning the product into a game.

  • Individual challenges

    Personal missions tied to commercial priorities.

  • Team challenges

    Shared missions for a branch, agency or team.

  • Progress

    Advancement during the period, by perimeter.

  • Recognition

    Milestones and visibility follow company policy.

Performance visibility

See where execution is progressing — and where support is needed.

Each management level sees the execution it is responsible for.

Conceptual Liberrex manager dashboard for network performance, campaigns and personal progress.
  • Head office

    A consolidated view of the network.

  • Regional / network management

    Follow the assigned perimeter.

  • Managers

    Team progress and local execution.

  • Frontline

    Individual progress and priorities to follow.

Role-based experience

Give every role the information it needs to act.

  • Head office

    Strategy, governance and network priorities.

  • Regional management

    Performance of the assigned perimeter.

  • Agency manager

    Local execution and team coaching.

  • Advisor / agent

    Objectives, campaigns, challenges and progress.

Distributed commercial networks

One operating model. Different network structures.

  • Banking

    Head office → Region → Branch → Advisor

    Steer objectives, campaigns and performance across the banking network.

  • Insurance

    Head office → Regional directorate → Agency → Agent / producer

    Steer agency objectives, product focus and agent performance.

  • Telecommunications

    Head office → Region → Store / dealer → Sales agent

    Steer store and dealer campaigns, sales targets and regional performance.

Enterprise foundation

Govern execution without replacing existing systems.

Governance

  • Organizational structure

    The hierarchy used to assign objectives, campaigns and visibility.

  • Roles & permissions

    What a person can configure or act on follows their role.

  • Visibility

    Views follow the assigned perimeter.

  • Commercial rules

    Periods and operating rules defined centrally, applied locally.

Data & integrations

  • APIs

  • Database

  • Files

  • Scheduled imports

  • Events

CRM, core banking, core insurance and other operational systems remain systems of record. Liberrex adds the commercial execution and animation layer.

Business outcomes

Make commercial execution easier to see and manage.

  • Align the network

    Translate central priorities into clear frontline execution.

  • Improve visibility

    See how objectives, campaigns and challenges progress.

  • Engage teams

    Make commercial priorities visible and actionable.

  • Reduce manual consolidation

    Limit fragmented tracking where Liberrex replaces those processes.

Business case

Model the operational value of stronger commercial execution.

Estimate value from campaign participation, commercial activity and management time — using inputs you provide.

Model your business case
  • Manager reporting time

    Time spent consolidating execution and performance by hand.

  • Campaign execution

    How campaigns are taken up across the selected perimeter.

  • Participation

    How widely teams join the objectives, campaigns or challenges in scope.

  • Network visibility

    How clearly leaders can see execution across locations and roles.

Implementation approach

Start with a defined perimeter. Extend what works.

  1. 01

    Define

    Network scope, KPIs and commercial use cases.

  2. 02

    Configure

    Objectives, campaigns, challenges and roles.

  3. 03

    Launch

    A controlled group of branches, agencies or teams.

  4. 04

    Measure

    Adoption, execution and business indicators.

  5. 05

    Extend

    Expand once the operating model is validated.

Questions

Questions about Sales Animation

What is Liberrex Sales Animation?

Liberrex Sales Animation is the Workforce Experience product for aligning commercial priorities with frontline execution across a distributed network. Head office turns objectives, campaigns and challenges into coordinated action for regions, branches, agencies and teams. Managers see execution on their perimeter, and each frontline role sees what is relevant to act. It does not replace CRM, core banking, core insurance or payroll systems. Organizations can start with a defined set of locations and extend from there.

How is Sales Animation different from CRM?

CRM systems remain the system of record for customer relationships, pipeline and account activity. Sales Animation is an execution and animation layer above those systems: it translates commercial priorities into objectives, campaigns, challenges and performance visibility across the network. Liberrex is not intended to replace a CRM, core banking platform, core insurance system or ERP. Existing systems stay systems of record; Liberrex adds the commercial execution layer.

Can objectives be managed by branch, region or individual?

Yes. Commercial objectives can be expressed at more than one level of the network — including head-office priorities and the perimeters that regions, branches or agencies, teams and individuals work within. Scope, period and KPI follow the operating model the organization defines. Sales Animation is not an automatic target-optimization engine. How far those levels are configured depends on the organization’s structure.

How do commercial campaigns and challenges work?

Campaigns turn a strategic priority into time-bound commercial execution across a defined population — for example a product focus or a network-wide push. Challenges make those priorities visible and engaging for individuals, teams or the network, without turning the product into a leaderboard. Both sit inside commercial execution, not marketing automation. Recognition follows company policy. Exact fields and rules are configured for each organization.

Can managers see performance across their network?

Yes. Visibility follows perimeter: head office looks across the network, regional managers follow their area, branch or agency managers coach their teams, and frontline users see the objectives and progress relevant to their role. Views can be organized by location, objective, campaign, challenge or period, as scoped for the organization. This is network execution visibility, not a replacement for core reporting systems.

Can Sales Animation connect to existing banking, insurance or CRM systems?

Liberrex is designed to sit above existing commercial and core systems rather than replace them. Existing CRM, core banking, core insurance or operational systems remain systems of record. Liberrex adds the commercial execution and animation layer. Connection methods follow the Liberrex Platform — APIs, databases, files, scheduled imports and events — scoped per organization. This page does not list every connector as a Sales Animation module.

Does Liberrex manage commissions or payroll incentives?

No. Liberrex Sales Animation is not intended to replace a commission-calculation or payroll system. It focuses on commercial objectives, execution, engagement and performance visibility. Where recognition or rewards are discussed, they follow company policy — including remaining non-financial — rather than automated monetary incentive payments from Liberrex. Incentive policy stays with the organization and its existing remuneration systems.

See how Liberrex can animate commercial execution across your network.

Connect objectives, campaigns, teams and performance across your distributed commercial organization.

Cookie preferences