Lead Management CRM

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. A 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.