Financial Services Field Sales Management

Assign, Track Activities of Sales Team & Increase Productivity !


Financial Services Field Sales Management

Financial Services Field Sales Management module helps sales team to plan, prioritize daily activities such as calls, followups & Visits. The module consists of Activity Screen, Due Date, Time, Email/SMS Reminders, Activity Completion Notes.

  • Telecalling Lead Lists
  • New, Followup Calls
  • Send Email/SMS Reminders to Sales Team on Due Time
  • Review Missed or Overdue or Escalated Activities
  • Sales Team Tracking of Daily, Weekly, Monthly Reports

Sales Team Activities Management

Sales Team Tracking Reports & Business Intelligence

Financial Services CRM Salient Features

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