Our client who is one of the giant names in the banking sector was looking for a robust system that would help them in the productive lead-based activity and simplify their task. In this Competitive world, it is not possible to lose on any of your customers. Periodic follow-ups are always tedious and time-consuming. To ease the whole process, a technology-driven automation solution is needed to have regular follow-ups with your potential customers.
They turned to OrangeMantra to help with some of the lead generation and management processes challenges they were facing. Through their engagement, client was able develop a roadmap for best-practice, and best-in-class marketing and sales operations.
BFSI
Digital Banking & Finance
OrangeMantra stood out as a company with strong experience in helping banking sector through digital transformation. Vast development expertise, competencies with the advanced technologies, and ability to scale to meet unique business challenges made us the partner of choice for our client.
Our solution was focused at empowering the sales team with the latest information from the customer data warehouse and making it accessible anytime and anywhere. For this reason, we started the project with the discovery sessions and discussions with the sales team. Once we understood their exact requirements, we developed a solution to match. Our business analysts also provided training for the team at the client’s location as part of the implementation and roll-out of the solution.
Our team initiated the project with comprehensive discovery sessions and discussions with the sales team to analyze their exact requirements and challenges.
OrangeMantra crafted a customized lead management system focused on empowering the sales team with real-time customer data accessibility.
Business analysts provided training sessions for the client’s sales team for streamlined roll-out of the solution. This ensured a smooth transition and effective utilization of solution.
The lead management application was designed to operate seamlessly in offline mode, resolving concerns about network connectivity and without missing any leads.
The software solution need to integrate all existing banking services and feature advanced new functionality to enhance both employee and workplace. In addition, they want to automate the whole manual process of lead generation to conversion. The client needed an application to run in the offline mode so that none of the opportunities to convert the leads get lost. Application security to ensure secure data transmission was another challenge.
Data security was the core challenge seeing the sensitive nature of banking information. Implementing encryption, secure data transmission, and stringent access controls to safeguard customer demanded rigorous attention.
Client team was resistant with new lead management system. Providing comprehensive training for the sales team was essential for maximizing the system’s utility and minimizing disruptions.
The application brought tremendous improvement in the operational efficiency of the loan disbursement process, which resulted in enhanced customer satisfaction. The client was also empowered with the ability to measure individual performances of the sales staff and calculate their incentives as well. Our solution is also a tool for raising employee satisfaction by delivering enjoyable digital experiences at work.
The lead management system significantly improved the operational efficiency of the loan disbursement process, leading to enhanced customer satisfaction.
The client gained the ability to measure individual performances of the sales staff, facilitating accurate incentive calculations and boosting employee motivation.
The solution served as a tool for raising employee satisfaction by delivering engaging digital experiences at work. The user-friendly interface and accessibility contributed to a positive work environment.
