Banking Lead Management System For A Reputed International Bank
Overview
Our client who is one of the giant names in the banking sector was looking for a robust system that would help them in the productive lead-based activity and simplify their task. In this Competitive world, it is not possible to lose on any of your customers. Periodic follow-ups are always tedious and time-consuming. To ease the whole process, a technology-driven automation solution is needed to have regular follow-ups with your potential customers.
They turned to OrangeMantra to help with some of the lead generation and management processes challenges they were facing. Through their engagement, client was able develop a roadmap for best-practice, and best-in-class marketing and sales operations.
BFSI
Digital Banking & Finance
Our Process
OrangeMantra stood out as a company with strong experience in helping banking sector through digital transformation. Vast development expertise, competencies with the advanced technologies, and ability to scale to meet unique business challenges made us the partner of choice for our client.
Our solution was focused at empowering the sales team with the latest information from the customer data warehouse and making it accessible anytime and anywhere. For this reason, we started the project with the discovery sessions and discussions with the sales team. Once we understood their exact requirements, we developed a solution to match. Our business analysts also provided training for the team at the client’s location as part of the implementation and roll-out of the solution.
Project Discovery Sessions
Our team initiated the project with comprehensive discovery sessions and discussions with the sales team to analyze their exact requirements and challenges.
Custom Solution Development
OrangeMantra crafted a customized lead management system focused on empowering the sales team with real-time customer data accessibility.
Training & Implementation
Business analysts provided training sessions for the client’s sales team for streamlined roll-out of the solution. This ensured a smooth transition and effective utilization of solution.
Solution Deployment
The lead management application was designed to operate seamlessly in offline mode, resolving concerns about network connectivity and without missing any leads.
