Lead Management & Field Sales Automation for Loan Officers

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Scenario

Field sales executives handling personal loans, credit cards, or insurance policies lack structured follow-up and real-time lead visibility, resulting in lost opportunities.

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Agentforce Solution

  • Lead assignment and routing based on geography, priority, and product type.
  • Mobile CRM with lead capture, status updates, KYC document upload, and follow-up reminders.
  • Real-time location tracking and geo-tagged meeting logs.

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Benefits

  • 40% improvement in lead conversion through better follow-ups.
  • 25% faster loan processing time due to on-the-go document collection.
  • Enhanced sales rep productivity with auto-reminders and visit validation.

Questions? Feel Free to Reach Out Via Message.

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