Challenges
- Needed a centralized platform to cap
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ture and track leads across branches in India
- Ad-hoc solution and manual intervention to distribute leads generated
- Lack of streamlined process to capture different kinds of leads and track it to closure
- Non availability of timely reports to analyze and keep a close watch on lead conversion
Solutions
- Centralized SFA platform: Manage leads generated from branch walk-in, contact centre, website, ATM
- Intelligent distribution of leads: Leads are distributed to DSA’s based on the leads nearest branch
- Bank level process workflows: Automated lead capture and multi level escalation matrix
- Multiple sales analytics reports: Performance Report (Daily), DSA/ME Wise Report, Revenue Report(DSA/ME Wise), etc.
Results
Pan India platform rollout to 560+ branches
- Increase in adoption by sales agents due to over the web access
Single unified platform to capture all leads
- 2000+ sales agents & managers are actively using the lead management platform
Steep increase in amount of lead verification
- Integration with Core banking system for bulk upload lead verification
Visibility into Bank’s sales performance
- E
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xecutives and branch managers can
take corrective measures