How Salesdrive Works

How It Works

See how Salesdrive covers the entire Sales Lifecycle and it’s comparison with the traditional system

Noting down numbers on a dairy or a spreadsheet

Directly import leads from Phonebook, and social media platforms

  • Salesdrive allows agents to connect their smart phonebook to their account from where they can ‘qualify’ a selection of contacts as their leads. They can also connect their Gmail, Facebook and Linkedin accounts for even more contacts.
  • Just imagine the benefit to your company, if you can leverage mutual trust between the social contacts of your entire sales force and individual sales personnels.

E-mails to reporting agents with spreadsheet, with limited workload information

Filter and assign multiple leads to team members, with a workload summary for an informed decision
  • Allocation of leads to appropriate team members is one of the critical tasks for a sales manager. This is where Salesdrive shines. During the Lead Allocation stage, the Sales Manager gets to view the current workload and past performance to assign a Success Probability Score based on a self-improving AI model running the background.

Over phone calls with reporting managers, using spreadsheets at the end of the week

Timely lead update, requests with three quick taps with real-time notification to the manager

  • Sales people do not like to update leads statuses, and that’s putting it mildly. With this in mind, we have created a frictionless method of updating leads, where Salesdrive itself identifies key events like contacting the lead through a phone call or email, which prompts a simple dialog flow to capture information from the user, with just a few taps.

Using pen-paper, dependent on the advisor’s experience and effective persuasion tactics

 A standardized journey to determine the realistic need of the customer; based on researched assumptions, with limited dependency on advisor’s techniques

  • Salesdrive offers an out-of-box, generalised solution for determining the financial commitments of the future for your prospective customers. Its interactive and can be personalised by changing the underlying parameters when sitting in front of the prospect, which helps your advisor’s to hold a confident conversation

Showing the physical copies of the product brochures, newspaper cuttings about the company in a folder

Showing well crafted sales presentation, life-staged specific videos, digital brochures, customer testimony in videos, which are uploaded through a comprehensive Admin module

  • With Salesdrive, your advisors don’t have to carry bundles of product brochures and other collaterals. During the conversation with the prospects, the app will show the list of recommended material which the advisor can adhere to.
  • It typically takes 3 meetings before the prospect agrees to proceed further with the application, and in such cases the advisor can select and send these sales collaterals to prospect’s email address with just a tap

Based on advisor’s own prejudice, or manager’s directives

Through a central recommendation engine to determine the product or solution that fits the customer profile the best

    • Salesdrive allows you to configure the application form and release it to the app, without having to wait for days required for the development. Text, input values, validations as well the workflow triggers can be configured through the admin portal.This feature comes in handy particularly when regulatory mandates require changes in the application forms.

Using copies of Age/Sum Assured to Premium reckoner tables; payout calculation using phone’s calculator app 

 Customer profile and coverage data gets pre-populated to a well-designed Quotation module, which displays the year-on-year illustration of the selected product in just few taps
  • The moment of truth for the prospect, as well as the advisors. Using connectors (collection of standardised APIs) you can integrate Salesdrive with your company’s Benefit Illustration engine, to present the benefit illustration in a lucid visually attractive interface.

Using 6-7 pages long physical application form; duplication of work by re-writing customer’s information

All available customer information is pre-populated in the digital form, with OCR support to extract further details from common KYC documents

  • Salesdrive allows you to configure the application form and release it to the app, without having to wait for days required for the development. Text, input values, validations as well the workflow triggers can be configured through the admin portal.
  • This feature comes in handy particularly when regulatory mandates require changes in the application forms.

Take original documents from the customer and taking a photocopy from the nearest shop, and run back to take customer’s signature 

Capturing the image of the document using smartphone camera authenticating customer’s consent using e-signature and SMS-based One-time password (OTP)

  • No more running back-and-forth to the photocopy shop for the documents. The advisor can simply click pictures of the documents and also take an optional signature which can be annoted before pushing them to the document repository of the organisation

Using Cheque or Demand Draft, advisors’ revisit required in 8 out of 10 cases  

Direct integration with company’s payment gateway, can send payment link to customer’s email and mobile number. The advisor can also collect cheque or DD and capture details in the app for background reconciliation

  • One of the most crucial steps of the sales process. Salesdrive excels in delivering a frictionless experience when it comes to collecting payments from the customers. The advisor can trigger the payment request which is sent to the customer’s mobile and email, as a link, which redirects the customer to payment gateway from where the payment can be made.
  • We realise that some customers maybe more comfortable paying through cheques, therefore, the advisors can push the cheque or DD details to your receipting system.