Solutions
CUSTOMER ENGAGEMENT

INTERNAL COLLABORATION

SALES ENABLEMENT

CUSTOMER ENGAGEMENT

Lead Management

Mobile solution to qualify leads, manage lead type and stages

Lead Distribution

Allocate leads automatically based on the business logic and save time.

Lead Scoring

Score leads at every stage based on customer data for better decisioning

Customer Visits

Manage customer activities such as visits, calls, followup etc.

Customer Onboarding

Collect data at every stage with custom forms and workflows.

Document Management

Collect documents from mobile with the help of OCR and approvals.

Partner Management

Onboard partners and manage lead and onboarding together

Payment Collection

Allocate payment collection schedule and keep track with mobile app

Underwriting

Automatic underwriting with 3rd party integrations and automations.

INTERNAL COLLABORATION

Collaboration

Improve turn around time with internal team collaboration.

Connect

Two way one on one and group conversation and data sharing

Broadcast

Educate field team with the instant one way trackable content

Approvals

Create automated or manual approvals and track time taken.

Jobs

Collect and monitor customer complaints or concerns

Tasks

Assign and allocate tasks to field sales team, and monitor realtime.

SALES ENABLEMENT

Sales Productivity

Increase team's productivity and encourage to sell more.

Leaderboard & Gamification

Run and internal sales premium league with custom targets.

Campaigns

Run sales campaign with rewards to motivate team.

My Goals

Allow sales team to create their own personal targets and goals.

Key Performance Index (KPI)

Build customer KPIs and allocate scores to compare performance

Insights

Analyse and understand the performance via mobile app.
Industry
Pricing
Security
Insights
Resources

Scale partner sales via partner relationship management software

The only mobile solution you need for winning, maintaining, and expanding relationships with your channel partners. Automate your sales process and drive revenue growth via partnerships and utilize partner relationship management software to its full potential.

SCHEDULE DEMO

TRUSTED BY COMPANIES THAT PUT INNOVATION FIRST

Partner recruitment

Automate the partner recruitment and onboarding via partner management software

Empowering partners

Drive better partner performance via automated workflows & better visibility

Partner relationship management

Manage all your partner activities, all in one platform and increase channel ROI quickly

Manage channel operations effectively through partner relationship software

Channel Operations play a critical role in supporting channel program management and field channel sales. Therefore, driving business strategies and operational goals can only be achieved by adopting the ideal partner relationship management software for your business.

Sell together

Partner portal

A real-time communication with partners to execute decisions to sell smarter

Sell faster

Onboarding

Enable partners to onboard, train & create top-selling partners and reduce TAT

Motivate

Goals & Targets

Keep a pulse on your partner's performance with set targets & self-goals

Visibility

Data Control

Complete control over the data, restriction view based on the rules & designation

Automate

Payout calculation

Manage partner sales commissions without manual errors in auto payout process

Simplified

Communication

A real-time communication for sharing information & resources

Engage

Partner visits

Notify users on scheduled dates and at scheduled times to never miss on deal again

Track

Performance

Easily keep track of partner performance metrics to generate & scale revenue

Interested in running a pilot?

Before getting started with optimizing sales efficiency, try 1-1 pilot testing for faster & better implementation for your field agents & internal teams alike.

SCHEDULE DEMO

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More Resources

White papers, case studies, webinars and other resources to learn more about sales productivity.

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