Toolyt SFA

Onboard partners and manage lead and onboarding together Allocate payment collection schedule and keep track with mobile app Automatic underwriting with 3rd party integrations and automations

Improve turn around time with internal team collaboration

Two way one on one and group conversation and data sharing Educate field team with the instant one way trackable content Create automated or manual approvals and track time taken

Collect and monitor customer complaints or concerns Assign and allocate tasks to field sales team, and monitor realtime

Increase team's productivity and encourage to sell more

Run and internal sales premium league with custom targets

Run sales campaign with rewards to motivate team

Allow sales team to create their own personal targets and goals

Key Performance Index (KPI) Build customer KPIs and allocate scores to compare performance Analyse and understand the performance via mobile app

• Industry Toggle submenu NBFC - Mobile LOS Insurance Medical Devices Banking - Mobile CRM Financial Institutions B2B - Lead Management Pharmaceutical Healthcare CRM
• NBFC - Mobile LOS
• Banking - Mobile CRM
• B2B - Lead Management
• Insights Toggle submenu Insights - Live Sales Metrics Untapped Leads Report TAT Analysis Report Sales Pipeline Report Leads Activity Report Stage wise Performance Report Sales Reports Sales team Performance Monitoring Sales Analytics Tracking
• Insights - Live Sales Metrics
• Stage wise Performance Report
• Sales team Performance Monitoring

Transform your field sales operation

10x your workforce efficiency with the mobility solution built for handling the entire sales activities and internal collaboration

TRUSTED BY COMPANIES THAT PUT INNOVATION FIRST

Simple & effective mobile solution, served with modularity

Remote working made easier – get leads assigned instantly, manage leads, access critical information, onboard customers & stay on top of business