Leads Gathering, Management, Tracking solution with in-built rewards mechanism for Financial Consultancy Firm
About The Project
- Industry
- Region
- Client since
- Finance
- India
- 2018
The client is leading loan Consultant working on project loans, construction finance, retail loans & many more types of loan products. They work with all the national & private banks across the country to provide loan assistance in major cities & towns.
To cater to their expansion plan, client wanted to have a solution they can appoint multiple agents for their services who can provide them specific leads which can be managed from centralized web panel by their sales staff. The agents gets attractive rewards on successful conversion of the leads for which they get notified by mobile apps.
Solution Offered
Sufalam Team understood client’s existing leads generation & management mechanism & prepared foundation for extensive leads management & tracking system which can be used by agents, internal sales & operations team, managers & top management.
The final solution is an integrated mobile & web app solution where it provides end-to-end management of leads with extensive analytics.
The system consists of multiple modules like mobile app for agents, web panel for sales team and management panel for the authorities.
Objective
- To build the tool to collect leads from agents across the country
- To streamline lead management operations through a centralized system
- To analyze all incoming leads, assign, manage & track them
- Building automatic rewards system to appreciate the efforts of agents who provided leads
Key Features
Mobile App for Agents
- registration request
- login
- lead submission
- leads history & status tracking
- rewards offers & redemption request
Intuitive Dashboard: The dashboard helped the management to track leads in a graphical format. The dashboard supported reporting of:
- Leads on MoM-basis in the form of graphs
- Leads statistics by agents
- Top performing agents
- Recent rewards redemption request
- Leads by source
- Lead statistics and action counters
- Overdue leads
- Recent leads
Add Customer Information: Admins can add, edit, view company details that are the main leads for the client
Lead Management: Leads can be assigned to specific users. Admins can view leads, filter, add, edit or delete leads
Internal User Management: Add, edit, view, delete or change user status.
Proactive Alerts & Advance Reporting
Solution Benefits
- Easy & effective mechanism to collect multiple leads & giving rewards based on success
- Streamlined lead management with zero chance of failure to service
- Better control and coordination due to centralized lead management and CRM solution
- Performance benchmarking & tracking
Tools Technologies Used
Various tools and technologies are employed in developing applications, enabling efficient workflows and enhanced user experiences.
Laravel
MySql
Swift
Android Studio
Yajra Package
