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.
Manage prospective customers with ease for creating and managing targeted contact lists using a wide variety of fields.
• Create contacts
• Update contacts details comprehensively
• Integration with Referral Management & Marketing Automation (ReMMA) for contacts through referrals.
• Get referrals from customers.
Integrated approach to tracking of all information and communication activities linked to contacts. Effectively plan and mange daily activities to achieve sales targets by planning calls to prospects, set sales presentation and service appointments.
• Create activities on a planned date, for example Calls, Sales Presentation, Recruiting presentation and Service appointment
• Update outcome of activities
• Define activity KPIs based on outcome of each activity
Ensure secure remote mobile devices connection to portal to
• Verify agent status and get notifications
• Synchronise activities
• Backup data and restore in event device is lost.
• Receive and update referral status to Referral Management & Marketing Automation (ReMMA)
Interactive Lifestyle Financial Planning enables agents to
• Make a Customer Fact Find (CFF) and recommend products that meet client’s immediate needs
• Generate and send PDF document
Preview and plan activities for the day
• Set reminders before activity due
• Daily, Weekly and Monthly views
Interactive presentations to prospects to:
• Introduce company and services provided
• Product explanation
Advisors Activities and KPIs are synchronized to portal to enable Agents & Managers to view
• Review down line agent MTD, YTD performance and, activity targets
• Generate Balanced Scorecard KPIs.
• Reduce paper/documents as most of the forms generates via app and online submission
• Able to access via multiple devices i.e. desktop, tablet.
• Able to access via multiple platform i.e. iOS, windows, androids.
• Easy to manage Contact details information – Personal Data Protection Act (PDPA) Compliant.
• Better way to manage Prospects:
– Schedule an Appointment.
– Making Calls.
– Reminders to follow up on the schedule activities.
• Able to track lead / prospect activities.
• Parameterized retention period for data storage in devices for regulatory compliance.
• No need for physical storage space to store all the hardcopy documents.
• Eco friendly – Cut carbon footprints as no print out paper required.
• Convenient for Salesforce team to approach leads / prospects.
• Built in Simplified Product Calculator to enable correct Premium calculation and Benefit Illustration.
• With offline mode enable, allows Salesforce team to use the App features
• Easy to install & use.
• Reduce manual works via Straight Through Process features
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!