Salesdrive Banca

Unlock Bancassurance Success: Maximize Sales, Control & Engagement

Modules

Daily Business Tracking
Ask Dot to give sales updates.
Daily Sales Commitment vs Achievement
Ask Dot to set and review sales targets.
Self-Input Capability for Users
Use Dot to input sales performance data.
Downloadable Reports
Ask Dot to share custom reports.
Input Reminders/Notifications for Users (Collection & Commitment)
Hierarchical Data Aggregation
Mapped Branches Tracking
Ask Dot to share data on specific branches.
Viewable Sales KPIs & Engagement Metrics of each Mapped Branch
Ask Dot to share branch-specific data.
Intuitive Display of User-Mapped Bank Branches
Hierarchical Data Aggregation
Performance Management
Ask Dot to share performance reports.
Team Performance Analysis by Managers
Ask Dot to analyse sales performance.
Intuitive Display of Sales and Engagement Data
User-Centric Performance Management
Hierarchical Data Aggregation
Activity Management
Ask Dot to create and manage events and tasks.
Activity (Call/Visits/Online) Creation/Summarization/Communication
Ask Dot to create and manage activities.
Engagement Goals & Score for Insurers & Banks
Ask Dot to run engagement metrics.
Downloadable Activity Reports
Ask Dot for custom activity reports.
Lead Management
Ask Dot to manage leads.
Individual & Team Views for Managers
Ask Dot to share individual and team data.
Lead Journey Tracking
Ask Dot questions about a lead's journey.
New Business/Renewal/Cross-Sell Lead management
Ask Dot to manage leads.
Bulk/Manual Lead Upload & Allocation
Sales Guide
Ask Dot to present and share content.
Product Catalog with Shareable Media Files
Ask Dot to fetch and share content with clients.
Resource Centre for Internal Training, Comms. Media Consumption & Sharing
Ask Dot to retrieve training content.
Admin Module
Bank Branch Addition/Removal
Ask Dot to add or remove a bank branch.
Bank Branch-User Mapping
Ask Dot to perform map a user with a branch.
Hierarchy-Designation-Role Setup
Hierarchy-Region Mapping
User Management
Access Control for Features
Self-Use Capability (No Coding Skills Needed)

Reasons to Implement Salesdrive Banca

Better Sales Tracking
End-to-End Ops Visibility
Enhanced Engagement Management
Channel Expansion
Efficient, Agile Operations
Higher Revenue from Bancassurance Channel
Deepened Long-Term Engagement with Partner Banks
Continuous Performance Improvement
Highly-Scalable; High Performance
Compliance Facilitation