We were contacted by a reputed international banking client with the requirement of a Lead Management System software application. The basic purpose of this Tablet (iPad) application is to facilitate the end-to-end management of leads for the bank’s loan services. It automates the process, right from the stage a lead is captured from Salesforce to that of its closure. In this process, it performs numerous key functions such as reviewing the client’s profile and industry trends, creating events, and generating proposals, calculating bank’s revenue, and more. Additionally, the solution evaluates the performance of the sales team in terms of client engagement and lead conversions.
The key challenges related to this project were:
The main objective was to automate the process of loan disbursement, right from fetching the lead to converting it. Here are the significant aspects of the approach we took:
Once we had identified the challenges and worked out our approach, the next step was to find the right technologies to craft the solution.
The LMS automates the entire lead management process, from procurement to conversion. It enables access to leads, at any time and from anywhere. The application offers the benefit of improvement in the operational efficiency of the loan disbursement process, which results in enhanced customer satisfaction. The client is also empowered with the ability to measure individual performances of the sales staff and calculate their incentives as well.