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Smart Leads
- Smart Leads is a unique concept which helps the product manager or campaign manager to keep leads outside team and initiate Email / SMS cam-paigns.
- Any number of Email / SMS messages can be sent
- TeleSmart – LMS can automatically read the customer response
- Based on Response – Manager can allocate the lead to Call Centre or to any sales Team.
- Lead Reassign – Owner / Manager can reassign leads from the Pool to team members
- Lead Re-churn – Leads moved out of users when they update with same response status more than the configured count, can be re-churned to other users.
- Transfer of Leads – Temporary / Permanent
- Lead Status Reset – Wrongly updated leads can be reset to previous status.
- Merging of Duplicate Leads
- Work flow for any requirements during Lead Process
- Lead Share – Leads can be shared with other sales resources
- Lead Escalation – Leads which are beyond configured TAT period on same status will be escalated to hierarchical users with access permission to act.
- Dynamic Survey Creation and Feedback Collection – General / Campaign Specific
- Customer Notification on Scheduled Appointments and post meeting thanks notification – Totally prevents false update of meeting status.
- Push / Pull reading of SMS / Email feedback from customers for tracking
- Supports of sale of Third Party Products like BancAssurance, Gold coins etc.
- Target & Incentive Management
- Product Wise Target – Quantity / Price
- Target Acceptance
- Incentive Configurations
- Bonus Incentive Configurations
- Lead Closure Approval Workflow
- Calculation of Incentive Points
BancAssurance Commission / Third Party Product Sales Commission Management
- Commission Configurations
- Trail Commission Configurations
- Commission Receivable current
- Commission Receivable Future – Forecast
- Commission Reconciliation
Enterprise-wide Lead Management
- Data Mining of Existing Customer Database based on business logics
- Identification for cross-sell opportunities
- Lead Generation for other products
Expenses Claims Management
- Based on Sales Calls – auto entry available
- Claim of expenses
- Approval process
- Pass on Accounts for payments
Renewals / Premium Installment Management
- Auto Population customers whose EMI / Renewal / Premium Payment date is nearing
- Automated Email / SMS Notification
- Call Centre calling and tracking for payment
- Closure of payment status
- Incentives / Targets
Business Process Management
- E-Application Processing / Tracking Management—Virtual CPUs for processing applications any where in the world.
- Supports Online Mobile scanning / Physical Scanners for scan and attach / Just track the status only where in application is sent physically.
- Application Processing Work Flow with TAT and Escalations
- Account Number / Reference Number like Agreement Reference / Loan Reference etc. updating to complete the Lead Closure.
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