mobile crm

Mobile CRM

How Mobile CRM Enhances Customer Experience in the Insurance Industry

In this comprehensive guide, we will explore how Mobile CRM is transforming the insurance sector and take a closer look at...
Anusree from Toolyt Anusree from Toolyt
2 min read
Financial fraud in digital transactions

Financial fraud in digital transactions: The growing threat

Financial fraud in digital transactions is a growing concern as technology advances, and more and more people embrace digital transactions. In...
Shivaneswari Baskar Shivaneswari Baskar
4 min read

Insurance CRM for policy sales & renewals

You’ll be very surprised to know Insurance reach is still low in a country like India. According to Ibef , overall...
Madhav from Toolyt Madhav from Toolyt
4 min read
CRM Reminders

From Alarms to Apps: The Evolution of Reminders in SalesĀ 

Have you ever lost a sale because you forgot about an important deadline or missed a crucial follow-up call?  We’ve all...
Shivaneswari Baskar Shivaneswari Baskar
4 min read

Sales Metrics: A Vital Component for Business & Sales Conversions

As a sales leader, it can be a daunting task to navigate the complexities of managing your team without proper channels...
Madhav from Toolyt Madhav from Toolyt
3 min read
Missed calls don't have to mean missed sales

Missed Sales Calls: A Roadmap to Fix Missed Sales Opportunity

Have you ever missed a call from a potential customer and later realized that it could have been a missed sales...
Shivaneswari Baskar Shivaneswari Baskar
3 min read

Toolyt’s 2022 Journey Recap: A year in review

As we turn the page to 2022, we take a look back on our most beautiful cherished moments that defined and...
Madhav from Toolyt Madhav from Toolyt
2 min read

Sales Gamification: A Vital Feature for Sales Reps

Maintaining a long-lasting consistent performance from the sales team can be very complex. Sometimes motivation is all it takes to do...
Madhav from Toolyt Madhav from Toolyt
2 min read
CRM IN BANKING

Bank CRM: Enable Digital Customer Onboarding in Ease

The customer onboarding process is the first experience any new customer has with a bank. It’s also a crucial opportunity for...
Madhav from Toolyt Madhav from Toolyt
3 min read

Why Sales Tracking Tools Are Important For Customer Visits

What happens when you don’t properly track your customer visits? There’s no question that this practice is important, especially today. But...
Madhav from Toolyt Madhav from Toolyt
3 min read