Challenges
- Core CRM to measure agent efficiency and productivity
- Tracking of Sales Performance and Lead Management
- Compliance to Regulations and Disclosure standards
- Tracking of SIP drops and improving retention
Solutions
- Two Instances of Talisma for Service and one for Sales and Marketing
- Tight integration with their Registrar system, Desert Rose over different levels of granularity for compliance
- Implemented Sales Planning and Sales Target Tracking for sales force automation
- Mobile Client for Field sales tracking and monitoring
- Marketing Automation for SIP Persistency
- Customer Service across email and Phone
Results
- Significantly improved the wholesaler tracking and performance monitoring
- Tighter control on costs and performance
- Improved SLA and TAT with better agent productivity
- Better Communication with investors