NBFC - CASE STUDY
Challenges and problems faced by the Non-Banking Finance company
Solution proposed by Toolyt team to increase team's productivity and reduce onboarding time.
The organisation was pursuing the solution for the agents, so that they can efficiently plan their visits and meeting with the prospects. Should be able to access the real-time information of the customers and sales progress, even when on the move.
Due to the digital transformation, the agents should be able to reduce the lending life cycle. With the paperless digital loan processing should be able to automated loan management system. Strengthening customer lending business management with Lending Analytic.
Toolyt was able to improve sales activity, forecasting and reduction in sales cycle time. The impact was very positive on sales and revenue. It improved efficiency of the sales team as a whole. Daily routine sales tasks were automated to give sales people more time to focus on sales.
Management were able to view and analysis every stage of sales funnel. With automated reports the things were clearer and brighter.
EMPLOYEE
CUSTOMER
COMPANY