Simple Telecalling and Sales Agent Tracking Software for Finance Businesses.
Avoid Data Leakage issues in Finance Business
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Cloud-based software with role based access-control.
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Centralized data storage to ensure maximum data security.
BID GOODBYE
to error-prone spreadsheets
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Avoid manual data entry errors by - importing/exporting call logs, visit logs & leads list.
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Segregate product-wise data and experience a fuss-free data management.
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Simplify attendance logs while receiving field agent’s real-time location.
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NEVER FORGET
a client’s renewal date
Set reminders in Notes and get alerted on every client’s renewal.
LEAVE NO ROOM
for misunderstanding with call recording feature
Ensure all communication and client - interactions are documented well.
Assess the quality of customer interactions by - monitoring and analysing recorded calls.
Sales lead management software for finance businesses.
Optimize sales representative and client communication, monitor individual sales performance, and streamline sales team management with SalesCaller.io
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