CRM IN BANKING
Bank CRM: Enable Digital Customer Onboarding in Ease

The customer onboarding process is the first experience any new customer has with a bank. It's also a crucial opportunity for banks to make an impression on their customers. A…

Why Pharma CRM is so Vital & it’s Benefits for the Pharma Industry

The pharmaceutical business is becoming increasingly competitive, and many companies are finding it difficult to generate acceptable financial returns. As a result, many pharmaceutical businesses are looking for new strategies…

Why Sales Tracking Tools Are Important For Customer Visits

What happens when you don't properly track your customer visits? There's no question that this practice is important, especially today. But the problem is that not all companies are tracking…

Sales Insights: How to Use Data and Analytics to Increase your Sales

Often a company is judged based on the client base, sales numbers, or the bottom line performance are usually taken as the indicators of success. They all are very important…

  • B2B
  • April 28, 2022
Insights – Analytics and BI Platform Feature for the Business Growth

In 2006, when British mathematician and Tesco marketing mind mastermind Clive Humby shouted from the rooftops “ Data is the new oil”, 15 years down the line, it has become…

5 Sales Automation Practices By Mobile-CRM To Maximize The Sales Growth

Sales is a fast-paced industry, with little or no time for sales reps and management to reflect on their performance and analyse where they stand. And, that's the reason many…

How NBFC CRM Improves Customer Experience

The instant surge Non-Banking Financial Companies (NBFC) in the lending industry has paved way for technology to play a vital role. Managing their relationships with customers, vendors, partners, employees, and…

  • B2B
  • April 4, 2022
How SK Finance Ltd reduced their customer onboarding TAT with Toolyt

One of India’s largest Non-banking financial company - SK Finance Ltd with a track record of 27 years in the financial sector wanted a major overhaul in its turnaround time…

The 5 Ways To Enhance Your Customer Onboarding Process

Always close the sale! This is the first thing you need to do when you're selling something. You want to make sure that the person buying what you're offering wants…

Sales Benchmarking – Why, What, and When We Watch

Sales Benchmarking has become very crucial in today’s world. Being up to date with your competitors plays a pivotal role in your success. The ultimate goal for being the best…