Business Context: Bank wanted an end-to-end lead management solution to create, process and track lead from generation to conversion, to digitise customer follow-ups, track workforce productivity, improve lead tracking and get real-time insights on various parameters.
Solution: Decimal implemented a fully digital, end-to-end lead management system with Feet-On-Street mobile application. Solution enabled real-time dashboards for performance tracking, OTP to authenticate client meeting process, geo-tagging/geo-fencing, and AI driven auto-allocation of leads
Outcome:
- 9M+ Leads Managed
- 8 Sourcing Channels, 44 Financial Products, 150 Product Variants
- Drastic improvement in sales force productivity led to doubling of the sales force
- Central repository for Customer Interaction Data to enable cross-sell and up-sell opportunities
