{"id":680,"date":"2022-12-26T14:12:52","date_gmt":"2022-12-26T08:42:52","guid":{"rendered":"https:\/\/www.toolyt.com\/blog\/?p=680"},"modified":"2023-09-18T16:18:26","modified_gmt":"2023-09-18T10:48:26","slug":"streamline-the-a3s-software-integration-process-get-actionable-insights-with-toolyt-mobile-crm","status":"publish","type":"post","link":"https:\/\/toolyt.com\/blog\/sales-performance\/streamline-the-a3s-software-integration-process-get-actionable-insights-with-toolyt-mobile-crm\/","title":{"rendered":"Streamline the\u00a0A3S Software Integration process & get actionable insights with Toolyt mobile CRM\u00a0"},"content":{"rendered":"\n

Enterprises across every sector are always on the hunt for the ‘value’<\/strong> they can create over their competitors and conquer the market size. And often new technologies are implemented to squeeze out the best possible outcome.  <\/p>\n\n\n\n

With a clear vision of the output, API integrations<\/a> can help organizations streamline their operations and improve efficiency. Most organizations look for seamless API integrations to create interconnected systems<\/strong> where data can be transferred between multiple tools. This helps to form a perfect ecosystem for the organization to maintain an effective business process and workflow. <\/p>\n\n\n\n

Toolyt\u2019s Integration with A3S Software<\/strong> <\/h2>\n\n\n\n
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Initially started with a big enterprise<\/strong> having a requirement of integrating their internal tools ( A3S software) <\/strong>with Toolyt for easier automated workflows & sales processes.  <\/p>\n\n\n\n

The <\/strong>complication that we were trying to solve was – <\/p>\n\n\n\n

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How to provide a seamless workflow for the organization to maintain real-time visibility plus insights into the sales hierarchy in a clear-cut manner via integration with A3S software. <\/p>\n<\/blockquote>\n\n\n\n

Taking into account creating an effective workflow for the organization to have an effective & faster loan disbursement process.  <\/p>\n\n\n\n

Thus, it made us realise how easily Toolyt can be integrated with A3S, creating a unique interconnected ecosystem for the customer to make their loan disbursement journey an ideal daily exercise. <\/p>\n\n\n\n

Use-case example of A3S integration with the BFSI Sector<\/strong> <\/h3>\n\n\n\n

For the last few years, Banking, Financial Services & Insurance<\/strong> (BFSI) sector has been on a high-growth path in India. As digital payments & adoption of the latest technologies have paved a way for new revenue streams for all financial institutions. The lending industry has been on roll with an estimated $ 1 trillion<\/strong> market size according to BCG.<\/a> <\/p>\n\n\n\n

Moreover, after the COVID-19 pandemic, many businesses realize they have been underutilizing their CRM software’s capabilities. <\/p>\n\n\n\n

But, how did Toolyt execute a perfect integration with A3S?<\/strong> <\/h4>\n\n\n\n
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API Integration<\/figcaption><\/figure>\n\n\n\n

Toolyt orchestrated as a perfect tool to get clear-cut <\/strong>data insights<\/strong> <\/a>and streamline the entire loan disbursement process through A3S software. <\/p>\n\n\n\n

a) Syncing marketing\/sales leads from the internal CRM tool<\/strong> <\/p>\n\n\n\n

Toolyt automatically pulls all the leads lists\/ contacts<\/strong> from the internal CRM tool. Additionally, in the Toolyt application itself – <\/p>\n\n\n\n

1) Self-leads are created<\/strong> <\/p>\n\n\n\n

2) Bulk upload<\/strong> <\/p>\n\n\n\n

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Bulk Upload<\/figcaption><\/figure>\n\n\n\n

And, using round-robin logic for lead allocation<\/strong> all the leads are assigned to the sales team (based on the parameters of the business use case)<\/strong> <\/p>\n\n\n\n

3) Establishing a real-time 2-way sync with Mobile LOS<\/strong> <\/p>\n\n\n\n

 After all the parameters of leads are completed & verified, qualified leads are pushed to A3S software.  <\/p>\n\n\n\n