Lead management

For banks, financial services and insurance (BFSI), every lead out there matters. Get a pulse on your entire lead management cycle with our advanced field management solution for banks.

Dista lead management solution enhances your banking CRM to provide you an improved sales productivity with an integrated lead management experience. Engage with your leads on the go and track your lead’s every move to scale up your lead conversion ratio.

Problems solved by lead management system

Benefits of lead management system

Streamlined tasks and improved sales productivity

Improved conversion rate with faster cycles

Personalized customer interactions

Higher transparency into field sales activities

Want to increase field sales productivity?

Features of lead management app

Auto lead capture

Auto lead capture

Automated lead capture that allows quick scan and lead nurturing

Lead tracking

Lead tracking

Track lead attributes and make your leads discoverable at every stage for better follow-ups and conversion

Lead allocation

Lead allocation

Map your leads and distribute tasks to the best banking reps suited for the job

Lead profiling

Lead profiling

Capture leads based on different attributes for every stage of lead profiling

Lead targeting

Lead targeting

Provide your agents with a historical view to tap the right opportunities based on accurate insights

Lead analytics dashboard

Lead analytics dashboard

Analyze and track your lead management right from sales performance, lead origination channels, conversion statistics, field productivity and lead progress

Paperless onboarding

Paperless onboarding

Complete KYC and other documentation online eliminating physical forms and documents

Features of lead management app

Auto lead capture

Automated lead capture that allows quick scan and lead nurturing.

Lead tracking

Track lead attributes and make your leads discoverable at every stage for better follow-ups and conversion.

Lead allocation

Map your leads and distribute tasks to the best banking reps suited for the job.

Lead profiling

Capture leads based on different attributes for every stage of lead profiling.

Lead targeting

Provide your agents with a historical view to tap the right opportunities based on accurate insights.

Lead analytics dashboard

Analyze and track your lead management right from sales performance, lead origination channels, conversion statistics, field productivity and lead progress.

Paperless onboarding

Complete KYC and other documentation online eliminating physical forms and documents.

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