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Top 5 Field Sales Apps to Boost Pharmaceutical Sales

Why Toolyt Leads the Pack for Pharma Sales Teams In an industry where timely...

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5 Reasons why Lead Management Software is Important for Field Sales Reps

With an unending world of prospects, complex offers, and a connected world, sales teams...

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August 20, 2022 · 5 min read

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

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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

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Sales Productivity

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paperless field KYC

Delivering Faster Loan Onboarding with Paperless Field KYC Workflows

In NBFC onboarding, speed is rarely held back by customer intent. More often, it...

June 20, 2026 · 5 min read

sales execution visibility

Bringing Complete Visibility to Sales Execution Across Distributed Teams

As sales organizations grow, teams become more distributed. Field reps operate in different cities; advisors meet customers across...

June 9, 2026 · 5 min read

complete customer data capture

Ensuring Every Insurance Field Visit Captures Complete Customer Information

In insurance sales, the field visit is where everything begins. It is the moment...

June 4, 2026 · 5 min read

customer journey delays

Preventing Customer Journey Delays by Acting Instantly on Field Inputs

Customer journeys depend on momentum. Every interaction, document submission, approval, and follow-up contributes to...

May 30, 2026 · 4 min read

non-converting field activity

Giving Managers Early Signals When Field Activity Isn’t Converting

In the NBFC field operations, activity often looks healthy on the surface. Visits are happening, calls...

May 20, 2026 · 6 min read

field behavior analysis

Identifying High-Performing Field Behaviours Using Mobile Execution Data

NBFC field sales success has always depended on people, how they approach customers, how they...

May 5, 2026 · 7 min read

real-time field signals

Making Sales Teams Operate in Sync with Real-Time Field Signals

In many sales organizations, teams work hard but are not always aligned. While field...

April 29, 2026 · 5 min read

AI skill gap analysis

Driving Better Field Performance with AI-Based Skill Gap Analysis

Field teams are the backbone of NBFC growth. However, even with strong products and...

April 24, 2026 · 5 min read

automated renewal alerts

Preventing Policy Renewal Misses with Automated Agent Alerts

In insurance, growth does not come only from new businesses. It comes from retention. Yet...

April 17, 2026 · 4 min read

high-probability opportunities

Ensuring Field Effort Is Spent Only on High-Probability Opportunities

NBFC field teams are among the hardest-working functions in lending. Every day is filled...

April 10, 2026 · 6 min read

• • •

paperless field KYC

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Delivering Faster Loan Onboarding with Paperless Field KYC Workflows

In NBFC onboarding, speed is rarely held back by customer intent. More often, it is slowed down by paperwork. Physical documents, manual signatures, repeated scans, and follow-up visits quietly stretch onboarding timelines. Even when customers are ready, loan journeys...

June 20, 2026 · 5 min read

execution signals

Reducing Sales Delays by Acting on Execution Signals as They Emerge

Sales delays rarely happen without warning. In most cases, there are early indicators that signal slowing momentum, missed follow-ups, delayed...

June 13, 2026 · 4 min read

sales execution visibility

Bringing Complete Visibility to Sales Execution Across Distributed Teams

As sales organizations grow, teams become more distributed. Field reps operate in different cities; advisors meet customers across territories, and managers oversee activities...

June 9, 2026 · 5 min read

complete customer data capture

Ensuring Every Insurance Field Visit Captures Complete Customer Information

In insurance sales, the field visit is where everything begins. It is the moment...

June 4, 2026 · 5 min read

customer journey delays

Preventing Customer Journey Delays by Acting Instantly on Field Inputs

Customer journeys depend on momentum. Every interaction, document submission, approval, and follow-up contributes to...

May 30, 2026 · 4 min read

non-converting field activity

Giving Managers Early Signals When Field Activity Isn’t Converting

In the NBFC field operations, activity often looks healthy on the surface. Visits are happening, calls...

May 20, 2026 · 6 min read

renewal readiness tracking

Reducing Lapsed Policies by Tracking Renewal Readiness in Real Time

In insurance, customer acquisition often receives significant attention. However, long-term profitability depends just as...

May 9, 2026 · 5 min read

field behavior analysis

Identifying High-Performing Field Behaviours Using Mobile Execution Data

NBFC field sales success has always depended on people, how they approach customers, how they...

May 5, 2026 · 7 min read

real-time field signals

Making Sales Teams Operate in Sync with Real-Time Field Signals

In many sales organizations, teams work hard but are not always aligned. While field...

April 29, 2026 · 5 min read

AI skill gap analysis

Driving Better Field Performance with AI-Based Skill Gap Analysis

Field teams are the backbone of NBFC growth. However, even with strong products and...

April 24, 2026 · 5 min read

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