Lead Management CRM

Technologies

Bootstrap

Laravel

PHP

HTML

CSS

JavaScript

Client

Muthoot Finance Limited, a fortune 500 non-banking finance company in India.

Requirement

  • The requirement was for the business performance department of Muthoot Finance Limited, a fortune 500, listed Indian financial company. They had multiple lead channels to fill the lead funnel. There was no central system in place to analyze these channels and optimize conversions.

Solution

We built a lead management CRM system in which multiple levels of users had access. Leads could be captured from call centers and also 4000 plus branches all over India. Limited access was given to the executives from the branches of the bank. Lead funnel was clearly defined and the upper management and the business performance department could analyze the available lead data and download reports based on various parameters that affected the business of the organization.

The activities of the sales force could be accurately tracked by enabling the on-ground team with a location based application that tracked the on-field efficiency of the team. With our solution in place, the operational inefficiencies were reduced considerably and the company could focus more on profitability.

Services Provided

  • User Experience Design
  • Web development using Laravel, PHP & HTML/CSS/JS