BeatRoute benefits for the BFSI industry
Product features for Banking, Financial services and Insurance
Lead aggregation & customer profiling
On the go lead creation, API Integration for Inbound leads, Intelligent lead allocation, KYC and Profile Doc Upload, Customer de-duplication engine.
GPS based field Coverage
Territory Planning, Field visit planning, Assured adherence, Coverage norm tracking, Presence assurance for In-store promoters
Lead Management & Tracking
Lead Funnel Tracking, Stage wise automated triggers, GPS tagged Field visit logs.
In-Store promotion effectiveness
GPS and Time-stamped presence, Case Reporting, In-Store Promotion and Visual Merchandising reporting, Customer Feedback.
Learn and Demo
Training and Assessment setup, Role-based targeting, Training consumption report, Multimedia content setup & delivery, Offline viewing, Infield sharing.
Real-time Alerts & Notification
Product Policy & HR Notifications, Role-based notification delivery, Scheduled and Event-based alerts.
On the move visibility, Target vs. Actual, Real-time team performance, Configurable KPIs.
Complete Field CRM Mobile App
Field team never spend time on web portal, thus we brought all action, cues, and reports on our mobile, that too with offline capabilities in case of bad internet
GPS Adherence of Customer Visits
If you want your team to be where the customers are, BeatRoute makes that happen
Territorial Team Hierarchy Setup
Setup your entire zonal and territorial hierarchy, the way you actually operate
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