Field Activities Management System

Product details:




Agent view

  • Contact management
  • Daily activity tracking
  • Activity & sales monitoring

Manager view

  • Financial planning & goal setting
  • Daily activity tracking
  • Activity & sales monitoring
  • Bird eye view of agency performance

Branch & company views

  • Bird eye view of distribution channel performance

Facilitates drawing up personal sales activities plan for each sales associate

Helps sales associate to earn the income that he desires

Integration with Mobile PoS to capture sales activities

Minimize manual data entry

Built-in configurable gamification function to encourage sales activities

Motivates sales associates to increase their sales activities

Sales associates managers can monitor subordinates’ sales activities

Subordinate activities summary helps managers to diagnose their subordinates’ weaknesses and plan for remedial training or offer coaching

myActivityGoal projects future new business from sales activities

Distribution channel management can pro-actively take action before weak sales materialise