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
- Poor field visibility leading to lead leakage
- Missed follow ups due to uneven load distribution
- Longer sales cycle and lower conversions
- Heavy paperwork, data entry and administrative tasks
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
Lead tracking
Lead tracking
Lead allocation
Lead allocation
Lead profiling
Lead profiling
Lead targeting
Lead targeting
Lead analytics dashboard
Lead analytics dashboard
Paperless onboarding
Paperless onboarding
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.
