Digiteam By SalesARM

The financial services industry is facing challenges in tracking and guiding their sales teams remotely

Desired Outcomes

Managing sales teams remotely is difficult

High turnover of salespeople who avoid

registering their activities updating deal pipeline

Assigned leads from social media are not acted

upon immediately

A user-friendly tool that is engaging for sales

people and relationship managers

Quick to deploy within a month or so

Cost-effective

Delivers tangible return on investment

Embedding a sales discipline that ensures all

teams follow best practices

Allowing managers to track and guide their

teams in real-time

Increasing sales performance for all teams

Sales Managers struggle to track and guide

their teams in real-time

Valuable data about client interactions is lost

Lack of timely follow-up on warm deals results

in lost business

Traditional CRM systems are difficult for teams

to use

Regular sales reports and spreadsheets are not

filled and if so, are inaccurate

Providing optimal actions for salespeople to do

such as forgotten clients or maturing deals

Real-time view of client activities, as they

happen

Prompt action on warm leads

Challenges Ideal Solution

Won Best Innovation in the region from Temenos

Won best Fintech from Next Money

Award-winning Innovative mobile first solution that digitizes sales and relationship management, driving engagement through gamification.

A fast-growing list of clients across Direct Sales, Wealth Management, Business Banking, Mortgage Finance, Bancassurance and other

Web Portal • Settings• Uploads• Reports • Dashboards

• Contacts• Activities• Deals• Dashboards • Gamification

iOS and Android

A powerful mobile app and web portal following strict risk and security requirements of top tier financial organizations

SUGGEST &

CAPTURE

Mobile Assistant

Optimal Human

Interactions

Continuous learning

INCENTIVIZEACTIONS

TRACK &

GUIDEIntelligence for Managers Gamification

Driving Optimal Actions Leveraging Digital Technology with real-time tracking and guidance and long-term business strategy

Allocation of Contacts

Action by designated salesperson

Tracking of sales funnel

Interaction with back

office

Relationship Building

SALESPERSON /

RM

LEAD /

CLIENT

• Contacting frequency based on tiers

• Anniversary alerts (product renewal, birthdays)

• Profile building more than 40 fields

Social Media

Existing Clients / Prospects from different channels:

Spreadsheets

CRM / Core Systems

Added by user

MANAGEMENTTrack and Guide team activities in real-time

BACK OFFICE

Closed

Deals

Handling end-to-end customer interactions throughout the sales cycle