The Sales & Marketing team at the bank wanted to drive remote sales to enable easy work-from-home conditions. This is aimed at strengthening the bank’s ambition to establish true digital transformation inside out. To start off they wanted to encourage adoption of Teams with the staff members and make their internal processes automated & intuitive. In addition, they also wanted to conduct remote meetings, ensure sales engagement with their customers and provide restricted access to sales communication materials.
Digitization of the organization as a modern workplace
Simplified sales processes - schedule meetings, record leads, send forms, collects customer feedback and more
Advanced Sales Activity Analytics
Employee Activity Tracker
Access to Sales & Marketing collateral in one click
Reliable authentication and customer verification methods
REMOTE SALES ENABLEMENT
Meetings can be scheduled and conducted remotely, forms can be sent and sales engagements with customers can be recorded and accessed.
The BOT provides an engaging UI/UX for users in the form of adaptive cards for quick selection of tasks.
REAL TIME INSIGHTS
The solution allows users to track sales activity as well as provides advanced sales insights and trends.
LEADING BANK IN THE GCC
Limited productivity of sales staff as well as sales acquired during the current WFH situations.
Existing solution within organizations is a cumbersome process in work-from-home conditions.
Lack of advanced sales activity insights Absence of a single secure sales enablement platform with CRM integration.
Inability to track employee efficiency.
RISE offers a solution that can enable a faster sales enablement experience for relationship managers.
It has the ability to generate accurate insights on a real time basis.
It offers a reminder functionality for task updation to ensure efficient sales tracking.
The BOT enables easy recording of leads acquired from various sources with an option of CRM integration and safe and secure customer authentication methods.