Financial Services Field Sales Management
Assign, Track Activities of Sales Team & Increase Productivity !
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