Business Context: Bank wanted to digitize their end-to-end insurance lead management process. In addition, bank wanted an overview of sales personnel activity, apart from lead generation and management.
Solution: Decimal built a comprehensive Lead Management Solution, including Activity Management for sales personnel activities like training, seminars. Supervisor portal to manage team from 3 different organizations
- 2.5M+ Leads Managed
- Activity based automated salesforce attendance system
- Omni-bank (Canara, HSBC, OBC) supervisor portal
- Activity Management and Hierarchy Management