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Unify BFSI Field Operations with AI-Powered SFA Software

Route Planning for Field Agents

  • Design data-driven beat plans that maximise daily customer meetings and reduce travel time.
  • Assign territories based on customer density, agent expertise, and market potential.
  • Improve visit adherence and coverage efficiency while reducing operational costs across branches and zones.

Complete Field Activity Visibility

  • Track customer visits, lead follow-ups, and collection activities in real time
  • Monitor visit authenticity with GPS-based check-ins and time stamps
  • Get complete visibility into agent productivity, coverage, and daily outcomes

Smarter Lead Management and Follow-Ups

  • Assign leads automatically to field agents based on location or workload
  • Track follow-up status, visit outcomes, and next action dates
  • Ensure no lead goes cold due to missed or delayed visits

Real-Time Team Performance Monitoring

  • Access live dashboards showing agent productivity, application status, and conversion rates.
  • Daily reports on attendance, field movement, and productivity
  • Identify high performers and underperforming territories early
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