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Why Salesdrive?

Effortless Sales Automation with Salesdrive

Life Insurance is a complex product and requires explanation and human-handholding. That is why non-digital, agents-driven distribution channels still contribute over 90% of the sales for traditional plans. Salesdrive a definitive insurance software which aims to enhance the productivity of the agents, which in turn means improved profitability of your company.

- Features of Salesdrive -

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One app, all sales channels

Be it Online, Direct Marketing or Agency, we help you configure all your sales channels to use one single app

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Manage Roles and Privileges

Functionalities and modules can be defined for specific group of users to avoid redundancy

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Active Task Assistant

Think of it as a dedicated assistant for your sales users to notify them about necessary actions and track key metrics

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Designed around data

Data is blood for your business and Salesdrive emphasises this with comprehensive and meaningful dashboards

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Offline data entry

Given the inconsistent connectivity, with Salesdrive you can capture customer information even without internet and defer server sync for later

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Modern day user experience

If it looks good, it will be used. We follow this philosophy to deliver excellent user experience across all devices of access

- Benefits -

An insurance agency software that boosts work productivity of your sales teams and also saves time

Less Interfaces

Your sales team will no longer need 8 different types of applications to conduct their business. They need only one app to manage all sales processes

Reduced Silos

Silos of information between channels and operations are often counter-productive. A unified platform like Salesdrive ensures that all parties are on the same page, always

Speed to Market

A single regulator-enforced enhancement across all assets can take months to be rolled-up. With Salesdrive, such enhancements can be applied once, and rolled-out for all

Reduced IT cost

Enhancing and maintaining multiple applications takes time and extensive budget. We help in keeping costs under control given that it’s a single asset that has to be managed

More Sales Focus and Improved Productivity

Sales team has to learn and use a single application, which allows them to focus more on the activities and less on “how-to”

End-to-end coverage of sales lifecycle

Manage leads, sales activities, customer on-boarding, renewals, recruitments, rewards, and servicing through one single platform, with Salesdrive

-Modules-

Lead Management

Create leads, allocate it to sales team members on
the go, 
check their updates, track the history of activities on
the lead and receive day-end reports

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Campaign Management

Define sources for leads and opportunities, track and compare the periodic volume, connection and conversion ratio, without needing a spreadsheet

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Customer On-boarding

Define sources for leads and opportunities, track and compare the periodic volume, connection and conversion ratio, without needing a spreadsheet. The definitive customer management software you can rely on.

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Agent On-boarding

Show candidates business opportunity presentations, success stories,
and capture education, employment history details 
with
document and a customised personality test

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Live Dashboard

Define sources for leads and opportunities, track and
compare 
the periodic volume, connection and conversion ratio, without needing a spreadsheet

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Rewards and Recognition

Drive your channel’s end-of-the-month numbers with sales contests and communicate contests’ targets and rewards to the last-like user without wasting precious time

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Servicing

Don’t direct your esteemed customers to a branch
or call center, 
but help them capture service requests
right from Salesdrive. 
Works for members self-
service as well

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Sales Pitch

Show your prospects presentations, testimonials
videos 
and with a specialized recommendation engine
suggesting 
plans tailor made as per customers
profile. All of this from a single place

Meet Our Team

Easwar Murty

Easwar Murthy

Founder, CEO

Ex. ICICI Prudential, Reliance

Himanshu

Himanshu Gupta

Co-founder, COO

Ex. Interpublic Group, Reliance

Abhishek Srivastava

Abhishek Srivastava

Growth Head

Ex-iPru

Sudeep Makwana

Sudeep Makwana

Tech Lead

Ex-BitStreet

Core Team

Usama

Usama Khan

JS Developer
WhatsApp

Shoeib Khan

JS Developer
Salman shaikh

Salman Shaikh

JS Developer
IMG_20190420_165039

Ashraf Khan

JS Developer
Kaushik

Kaushik Sojitra

Native App Developer
Imran

Imran

Designer
Gopal

Gopal

Operations
Akshay (1)

Akshay

Marketing