Safna Ali, Author at Toolyt

How NBFCs Can Eliminate Manual Errors in Loan Onboarding with Verified Document Data

The Problem with Manual Loan Onboarding for NBFCs Loan onboarding is a critical step in the customer acquisition journey for any non-banking financial company...

Safna Ali

July 9, 2025 · 5 min read

7 Must-Have Features to Look for When Choosing a Field Sales CRM for Your Team

In the ever-evolving sales landscape, field reps are expected to close deals, manage follow-ups, and report progress—all while constantly being on the move. To...

Safna Ali

July 1, 2025 · 5 min read

Automated Agreement Validation for Lending Teams

Automated Agreement Validation: A Game Changer for Lending Teams

In today’s competitive lending space, success isn’t just about offering attractive loan products — it’s about how quickly and efficiently you can move from...

Safna Ali

June 27, 2025 · 4 min read

Sales Dashboard Without Code: Configure 70% of Your Dashboard independently with Toolyt

In sales, speed is everything. When teams can see what’s happening—who’s converting, what’s delayed, and which rep needs support—they close faster and perform better....

Safna Ali

June 19, 2025 · 4 min read

How NBFCs are Slashing Turnaround Time with Customer Onboarding Automation

In today’s fast-paced lending environment, customers demand quick approvals, real-time decisions, and a seamless digital experience. Yet, many Non-Banking Financial Companies (NBFCs) continue to...

Safna Ali

June 17, 2025 · 4 min read

Revolutionize Lending Operations with Real-Time Field Activity Tracking and Automated Sales CRM

In lending, time and accuracy are everything. Whether it’s loan origination, document collection, or overdue follow-ups, success depends on how efficiently your field teams...

Safna Ali

June 10, 2025 · 5 min read

Boosting Insurance Sales with Sales KPI Tracking and Digital KYC Insurance Tools

In today’s fast-paced insurance landscape, staying competitive requires more than traditional methods and outdated systems. Field agents face increasing pressure to meet sales targets,...

Safna Ali

June 5, 2025 · 4 min read

Automate Attendance Tracking for Field Teams: A Beginner’s Guide to Geo-Fencing, Timestamps & More

Managing field team attendance shouldn’t feel like solving a mystery. Here’s how automation, GPS, and CRM technology can make it effortless. Introduction: The Challenge...

Safna Ali

June 2, 2025 · 5 min read

Top 5 Field Sales Apps to Boost Pharmaceutical Sales

Why Toolyt Leads the Pack for Pharma Sales Teams In an industry where timely communication, regulatory compliance, and data accuracy are essential, pharmaceutical sales...

Safna Ali

May 27, 2025 · 4 min read

Safna Ali

By Safna Ali