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Allows agents to effectively plan and manage sales activity to ensure all leads and prospects are addressed. Managers can monitor realtime to render assistance where necessary.
Sales Activity Mobile App (SAMA) is a mobile activity management solution for financial, insurance and takaful sales advisors and managers that also supports point-of-sales. It allows users to effectively plan and manage lead generation & sales activities, enabling the upline managers to monitor their targets and assist when targets are not met.
The competitive business environment has created many challenges for the financial service sector. One of them is management of the sales process undertaken by agents and sales advisors. With the current level of technological advancements and recruitment of young talent in sales, insurers, takaful operators and banks need to introduce solutions that can help their workforce manage work in an efficient and convenient way. Such solutions simplify performance tracking and increases visibility of end-to-end sales process, allowing companies to take timely decisions. To address these issues, we’ve developed the Sales Activity Mobile Application with the core objective of activity management supported by a point tracking system.
The solution supports setting up sales targets for each individual agent. Then as the agent progress from one activity to another, they are able to track and record the details, for which points are rewarded. Additionally, SAMA includes interactive and animated built in sales presentation which can also be used for recruiting and sales. These presentations can be integrated with lifestyle financial planning to help prospects better understand their need. Moreover, advisors can use Referral Management & Marketing Automation (ReMMA) solution to receive warms leads as well as obtaining new referrals from their customers. The SAMA solution allows sales leaders to monitor, manage and keep in touch with all their agents via agent’s performance KPI scoring and activity reports.
Digital Paperless Solution
Multi Device Platform Support
Simplified Contact & Activity Management
Data Purging Enables
Saving Operational costs
Online & offline modes enabled (24 hours X 7 days)
Less training required
Increase efficiency in work performance
Sales Activity Mobile App
We look forward to showing you how our solution allows you to build a seamless customer experience for your customers.
Request a demo now and experience the SAMA yourself!
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