Sales Force Digitization
solution is a complete solution for any financial institution

helping them to streamline the entire sales process through automation, provide tools for monitoring and quick decision making and monitoring Non-Financial performance.


Some of the key benefits of this solution are given below:

• Convenient team management & operations including sales organogram & mapping
• Real time sales force tracking (online / offline mode) – GPS based
• Real time lead status and survey forms for KPI monitoring
• Web based reporting with comprehensive data visualization of sales force
• Calculators for estimations
• Comprehensive Dashboard
• Alerts, Notifications and Pop Ups through App, Email or SMS

Features

Key Benefits:

Admin

Portal
  • User Management
  • Product Management & Sales Management
  • Performance Sheet & Branch Management
  • Calculator Configuration
  • Reporting
  • Non-Financial & Financial
  • Portfolio & Lead Management
  • Routes and Location
  • Team Location & Route Tracking
  • Attendance Map
  • Notifications & Settings
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Manager Web

Portal
  • Dashboard
  • Financial
  • Non-Financial
  • Manage Lead & Follow up
  • Reporting
  • Portfolio
  • Routes and Location
  • Team Location
  • Route Tracking
  • Attendance Map & Branch Map
  • People Management & Customer Notes
  • Leaderboard & Notifications
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Sales Mobile

App
  • Dashboard
  • Portfolio
  • ETB & NTB
  • Follow ups
  • Financial Reports
  • Lead Management
  • Sales Management
  • Calculators
  • Hall of Fame
  • Marketing Collateral
  • Notifications & Joint Visits
  • FAQs & Change Password
  • About App & Logout
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