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.
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Insights
Resources

TAT Analysis report

Run an effective sales organization through in-depth data analytics to know the time spend from lead created to the closing of the deals to reduce TAT & more closures.

RECORDED DEMO

TRUSTED BY COMPANIES THAT PUT INNOVATION FIRST

Explore your TAT analysis reports to shorten the sales cycle & win more deals

Identify Sales Gaps

Detailed insights into different stages of sales to spot where the team can optimise & enhance the performance to close more conversions.

Monitor Business Health

Immediate access to TAT analysis provides insightful analytics about deal closures and lets you measure sales growth instantly.

Full Performance Visibility

Measure & capture the performance of the field agents in real-time to improve the turnaround time taken for every stage & deal closure.

Drive Sales Growth

While on the move!

Toolyt field sales mobile CRM enables you to accelerate your sales journey seamlessly, empower field agents to boost their performance and makes you sell faster & better.

CONTACT US

Stage-wise TAT

View the time spent on each lead & opportunity at every stage of the sales cycle

Shorten Sales Cycle

Monitor performance & analyse where the team is lacking to reduce TAT & close deals faster

Effective Deal Closures

Assess diff stages and identify the sales bottlenecks to close more deals quickly

Improve Sales Revenue

Measure average time taken for deals to close to improve TAT & accelerating sales revenue

REQUEST DEMO

Let us analyse your current business flow and help you visualise the growth with a custom 1-1 demo.

RECORDED DEMO

SCHEDULE DEMO

You will have the option to choose from Microsoft teams / Zoom / Google Meet

More Resources

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

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