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Step-by-Step Guide to the Machine Learning Workflow Diagram for Beginner

Essential steps involved in the machine learning workflow diagram, providing a clear and practical...

June 29, 2024 · 7 min read

8 Best Insurance CRM Software 2024

In the competitive insurance industry, having the right customer relationship management (CRM) software is...

November 23, 2023 · 5 min read

Sales CRM: Small Business vs. Large Enterprise What’s Right for You in 2025?

Explore the key differences between sales CRM for small businesses and large enterprises, with...

March 12, 2024 · 7 min read

CRM transforming the banking sector

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Top 7 Benefits of CRM in Banking Sector for 2025

Why is Customer Relationship Management (CRM) so crucial for businesses that prioritize customer satisfaction? And why is it especially important in the banking industry? In today’s fast-evolving financial landscape, CRM in the banking sector plays a vital role in...

Abiman from Toolyt

September 17, 2023 · 4 min read

Sales Productivity

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field-to-system sync

Preventing Loan Stagnation with Continuous Field-to-System Sync

In NBFC loan operations, stagnation rarely looks like failure. Field visits completed, updates entered,...

February 24, 2026 · 6 min read

loan agreement compliance

Ensuring Legally Compliant Loan Agreements Through Mobile eSign

In NBFC lending, compliance does not end with credit approval. The final agreement, the document that formalises the loan, is...

February 19, 2026 · 5 min read

context-driven mobile guidance

Making Every Field Visit Count with Context-Driven Mobile Guidance

In the NBFC field sales, visits are one of the most expensive and time-intensive activities. Travel,...

February 16, 2026 · 6 min read

eliminate waiting time

Eliminating Waiting Time Between Customer Visits and Backend Decisions

In NBFC lending, customer visits often move faster than backend decisions. A field executive...

February 13, 2026 · 6 min read

context-driven mobile guidance

Making Every Field Visit Count with Context-Driven Mobile Guidance

In the NBFC field sales, visits are one of the most expensive and time-intensive activities. Travel,...

February 11, 2026 · 6 min read

outcome-based field tracking

Improving Sales Predictability with Outcome-Based Field Tracking

For most NBFCs today, sales predictability feels uncertain. Monthly targets look achievable on paper,...

January 19, 2026 · 7 min read

intelligent workflow triggers

Eliminating Follow-Up Backlogs with Intelligent Workflow Triggers

In NBFC sales, leads rarely convert on the first interaction. Consistent follow-ups, timely nudges, and structured...

January 5, 2026 · 4 min read

AI-based workload planning

Strengthening Territory Coverage Using AI-Based Workload Planning

For NBFCs, territory coverage directly determines growth potential. When the right customers are visited at the...

January 2, 2026 · 4 min read

AI sales forecasting

Improving Sales Forecast Accuracy with AI-Based Field Activity Insights

For NBFCs, accurate sales forecasting determines everything, monthly targets, resource planning, disbursement expectations, and branch-wise performance decisions. However, despite...

December 29, 2025 · 5 min read

AI identify high-intent borrowers

How AI Helps Field Reps Identify High-Intent Borrowers Instantly

In today’s competitive NBFC landscape, field teams don’t struggle to find leads, they struggle to find the right leads. With...

December 17, 2025 · 5 min read

• • •

Field execution data

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Spotting Underperforming Territories Using Live Field Execution Data

In the NBFC field sales, territory performance often looks clear on paper. Targets are assigned, teams are deployed, and activity reports show steady movement. Yet when results fall short, the real issue is rarely visible at first glance. Some territories struggle quietly,...

February 28, 2026 · 6 min read

field-to-system sync

Preventing Loan Stagnation with Continuous Field-to-System Sync

In NBFC loan operations, stagnation rarely looks like failure. Field visits completed, updates entered, and teams believe work is...

February 24, 2026 · 6 min read

loan agreement compliance

Ensuring Legally Compliant Loan Agreements Through Mobile eSign

In NBFC lending, compliance does not end with credit approval. The final agreement, the document that formalises the loan, is one of the most critical...

February 19, 2026 · 5 min read

context-driven mobile guidance

Making Every Field Visit Count with Context-Driven Mobile Guidance

In the NBFC field sales, visits are one of the most expensive and time-intensive activities. Travel,...

February 16, 2026 · 6 min read

eliminate waiting time

Eliminating Waiting Time Between Customer Visits and Backend Decisions

In NBFC lending, customer visits often move faster than backend decisions. A field executive...

February 13, 2026 · 6 min read

context-driven mobile guidance

Making Every Field Visit Count with Context-Driven Mobile Guidance

In the NBFC field sales, visits are one of the most expensive and time-intensive activities. Travel,...

February 11, 2026 · 6 min read

outcome-based field tracking

Improving Sales Predictability with Outcome-Based Field Tracking

For most NBFCs today, sales predictability feels uncertain. Monthly targets look achievable on paper,...

January 19, 2026 · 7 min read

automated performance insights

Coaching NBFC Field Teams with Automated Performance Insights

In NBFC sales environments, success in the field depends heavily on how well teams...

January 17, 2026 · 5 min read

intelligent workflow triggers

Eliminating Follow-Up Backlogs with Intelligent Workflow Triggers

In NBFC sales, leads rarely convert on the first interaction. Consistent follow-ups, timely nudges, and structured...

January 5, 2026 · 4 min read

AI-based workload planning

Strengthening Territory Coverage Using AI-Based Workload Planning

For NBFCs, territory coverage directly determines growth potential. When the right customers are visited at the...

January 2, 2026 · 4 min read

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