Business Context: Bank wanted a lead onboarding platform to generate, capture and manage leads with inbuilt reporting and management, calendar appointment and activity tracking
Solution: Developed a Lead Management mobile application with auto-allocation and re-assignment of leads. Solution enabled lead-wise disposition update and geo-tagging of leads
Outcome:
- 100000+ Leads Managed
- Supervisor Dashboard and No Orphan Lead
- 10 levels of hierarchy supported
- Dynamic query analysis for user-defined data fetch
