Research, playbooks and proof from the field.
Everything we have learned running field sales for lending, banking, insurance, pharma and healthcare teams - written down, free to read.
7
Research and playbook downloads
5
Regulated industries covered
20+
Countries running Toolyt in the field
Free
No paywall, no sales gate to read
Compendium by EY
Industry compendium exploring digital transformation priorities across financial services.
- Digital priorities across BFSI
- Where distribution spend is moving
- Benchmarks to plan against
Browse the full library
How to choose the right CRM
A practical evaluation framework for buying a field-first CRM that your team will actually use.
- Field-first evaluation scorecard
- Questions to ask every vendor
- Rollout and adoption checklist
Insurance collaboration one-pager
How insurers cut turnaround time by connecting agents, branches and operations in one workspace.
- Agent, branch and ops in one view
- TAT levers that actually move
- Renewal handoff model
Field sales handbook
Playbooks, rituals and metrics used by high-performing field sales organisations.
- Beat planning rituals
- Daily and weekly metric sets
- Coaching cadence for managers
How to achieve zero lead wastage
Eliminating lead leakage with predefined rules, escalations and auto-assignment.
- Rule-based auto assignment
- Escalation ladders that work
- Leakage audit method
Driving channel engagement
Activating partners and distributors with structured engagement programmes.
- Activation programme design
- Partner scoring signals
- Payout and review cadence
NBFC CRM case study
Lead-to-disbursement journey cut by a third with auto deviations and KYC tool integration.
- Lead-to-disbursement timeline
- Auto deviation handling
- KYC tool integration outcomes
Keep reading by topic
Weekly analysis on regulation, lending and field execution lives in Toolyt Pulse.
Doing a vendor evaluation? We share our ISO 27001 certificate, VAPT summary and data-processing terms alongside these resources.
Visit the trust centrePrefer to see it running on your own process?
Bring a live workflow - a loan product, a beat plan, a renewal cycle - and we will map it in the demo.