You have a tens and hundreds of lead sources - online & offline. The first step of reducing sales leakage - ensuring all possible lead sources are integrated with your lead management system so they can be actioned & monitored.
Not all sales reps are right for every lead. Automatically distribute leads to different reps basis rules on lead type, budget & other criteria. If they don't respond in stipulated time, automatically re-assign to another rep.
In a world of unlimited data & dashboards, you don't have the time to compile all sources of data and getting a single view of the business takes time. We make sure you have the reports you need at your finger-tips.
Manual data entry is costly, inefficient and increase your turn-around-time. All your customer documents including bank statements can be digitised with technology to improve your lending & insurance processes.
You already have all the information you need to service most customers. Expose this in a user-friendly manner which helps customers resolve 60-70% themselves from your website or app and also serves as actionable knowledge base for your service team.
Your salespeople are buried under leads. But only a percentage of them will convert. Automatically filter & prioritise leads for your sales team so they only followup on qualified leads that have buying power.
Call centres are costly. Automate inbound, outbound & followup dialling from the right agent to the right customer. Record calls in a single view to monitor process compliance and performance. Mask buyer numbers from agents to ensure privacy.
Smart buyers are looking at you online before they buy. Make sure you make a great first impression on them. Our tools help you collate all your brand conversations across the web so you can monitor and address negative sentiment accordingly to increase sales.
We study your current sales & marketing efforts including:
1. Your business model, maturity stage and current strategies of acquisition & retention 2. Tools being used & how they connect to each other 3. Identify opportunities for growth & gaps keeping in mind your current business goals 4. Document use-cases to leverage the opportunities
We are experts in sales and marketing technology
1. Our team has implemented & evaluated 100s of products over the years 2. We understand that use-cases differ according to category, maturity & other nuances and technology is never one-size fits all 3. On the basis of our experience & assessment of your business, we recommend the best tools on the market fit for your business
Don't just buy tools, use them 1. Products are bought with great enthusiasm, but used only to 10% of the potential 2. We help you integrate using best practices developed by us over the years 3. We undertake it as a project and keep unlocking additional value
How Insurance companies are stepping up the game with automation