TeleSmart - Marketing & Sales Management Software (TeleSmart)

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Feature List For : Banks | Financial Services | Insurance | Securities | Health Care | General

TeleSmart - Feature List - Banks | Financial Services

01. Lead Management / Lead Tracking – Centralized lead repository
02. Call Center (Outbound / Inbound)
03. Products / Campaigns / Road Shows
04. Customer Relationship Management / Sales Force Automation
05. Application Processing (Document Tracking System)
06. Customer Complaint Management System as per RBI Guidelines (CRM)
07. Cross-Sell / Up Sell / Auto Lead Generation Management
08. Enterprise wide deployment (Data Mining / Profile Mapping)
09. Incentives / Payouts
10. Agency Sales / Channel Partner Management
11. Commission analysis
12. Selling Banking Products / Insurance Products (Life & Non Life)/ Cards / Equities / MF / Commodities etc.
13. Target Setting and Tracking - Sales Team as well as Channel Partners
14. Target Vs Actual Analysis
15. Profitability Analysis
16. Expenses / Claims Management
17. Logistics Management - Tracking of Materials (Inventory & Purchase Management / Reverse Auction)
18. Training of Sales Team / Channel Partners
19. Learning Management for online Education of Sales Team / Channel Partners with Evaluation Process (online test)
20. Knowledge Base
21. eCircular
22. Notifications / Alerts / Reminders Management / Escalations based on TAT with Workflow
23. Collection management (NPA)
24. Graphical & Data Reports (with our Reporting Engine - SmartRep - No Design / Writing Programs - only Queries or Drag and Drop)
25. Audit Trail
26. Business Dash Board
27. Import & Export of Data at all required places (configurable)
28. Document Viewer - All uploaded documents are securely viewed with this facility. Based on Access Control List, viewer can save locally or Print them. Clients need not have the base application (MS Office, PDF Reader etc.) installed locally to view these documents.
29. CRM for Post Sales Activities - Configurable Question & Workflow linked functionalities (e.g. validating customer details, receipt of kit etc.)

TeleSmart - Feature List - Insurance

01. Lead Management / Lead Tracking – Centralized lead repository
02. Call Center (Outbound / Inbound)
03. Products / Campaigns / Road Shows
04. Customer Relationship Management / Sales Force Automation
05. Application Processing (Document Tracking System)
06. Customer Complaint Management System as per IRDA / RBI Guidelines (CRM)
07. CRM for Post Sales Activities - Configurable Question & Workflow linked functionalities (e.g. validating customer details, receipt of kit etc.)
08. Premium Payment Tracking / Claims Tracking / Cross-Sell / Up Sell / Auto Lead Generation Management
09. Enterprise wide deployment (Data Mining / Profile Mapping)
10. Incentives / Payouts
11. Agency Sales / Channel Partner Management
12. Commission analysis
13. Selling Banking Products / Insurance Products (Life & Non Life)/ Cards / Equities / MF / Commodities etc.
14. Target Setting and Tracking - Sales Team as well as Channel Partners
15. Target Vs Actual Analysis
16. Profitability Analysis
17. Expenses / Claims Management
18. Logistics Management - Tracking of Materials (Inventory & Purchase Management / Reverse Auction)
19. Training of Sales Team / Channel Partners
20. Learning Management for online Education of Sales Team / Channel Partners with Evaluation Process (online test)
21. Knowledge Base
22. eCircular
23. Notifications / Alerts / Reminders Management /Escalations based on TAT with Workflow
24. Graphical & Data Reports (with our Reporting Engine - SmartRep - No Design / Writing Programs - only Queries or Drag and Drop)
25. Audit Trail
26. Business Dash Board
27. Import & Export of Data at all required places (configurable)
28. Document Viewer - All uploaded documents are securely viewed with this facility. Based on Access Control List, viewer can save locally or Print them. Clients need not have the base application (MS Office, PDF Reader etc.) installed locally to view these documents.
 

TeleSmart - Features - Securities (Equities | Mutual Funds | Futures | Options | Commodities etc)

01. Lead Management / Lead Tracking – Centralized lead repository
02. Call Center (Outbound / Inbound)
03. Products / Campaigns / Road Shows
04. Customer Relationship Management / Sales Force Automation
05. Application Processing (Document Tracking System)
06. Customer Complaint Management System as per IRDA / RBI Guidelines (CRM)
07. CRM for Post Sales Activities - Configurable Question & Workflow linked functionalities (e.g. validating customer details, receipt of kit etc.)
08. Cross-Sell / Up Sell / Auto Lead Generation Management
09. Enterprise wide deployment (Data Mining / Profile Mapping)
10. Incentives / Payouts
11. Agency Sales / Channel Partner Management
12. Commission analysis
13. Selling Banking Products / Insurance Products (Life & Non Life)/ Cards / Equities / MF / Commodities etc.
14. Target Setting and Tracking - Sales Team as well as Channel Partners
15. Target Vs Actual Analysis
16. Profitability Analysis
17. Expenses / Claims Management
18. Logistics Management - Tracking of Materials (Inventory & Purchase Management / Reverse Auction)
19. Training of Sales Team / Channel Partners
20. Learning Management for online Education of Sales Team / Channel Partners with Evaluation Process (online test)
21. Knowledge Base
22. eCircular
23. Notifications / Alerts / Reminders Management / Escalations based on TAT with Workflow
24. Graphical & Data Reports (with our Reporting Engine - SmartRep - No Design / Writing Programs - only Queries or Drag and Drop)
25. Audit Trail
26. Business Dash Board
27. Import & Export of Data at all required places (configurable)
28. Document Viewer - All uploaded documents are securely viewed with this facility. Based on Access Control List, viewer can save locally or Print them. Clients need not have the base application (MS Office, PDF Reader etc.) installed locally to view these documents.
29. Franking / Re Franking of Forms
30. Logistics Management

TeleSmart - Features - Health Care

01. Lead Management / Lead Tracking – Centralized lead repository
02. Medical Rep - Tour Plan, Daily Sales Report (DSR), Meeting of Pharmacies, Stockiest, Doctors etc.
03. Sampling and actual sales
04. Customer Relationship Management / Sales Force Automation
05. Application Processing (Document Tracking System)
06. Customer Complaint Management System as per RBI Guidelines (CRM)
07. Cross-Sell / Up Sell / Auto Lead Generation Management
08. Enterprise wide deployment (Data Mining / Profile Mapping)
09. Incentives / Payouts
10. Agency Sales / Channel Partner Management
11. Commission analysis
12. Daily Sales Monitoring with SMS / Email tracking (auto)
13. Target Setting and Tracking - Sales Team as well as Channel Partners
14. Target Vs Actual Analysis
15. Profitability Analysis
16. Expenses / Claims Management
17. Logistics Management - Tracking of Materials (Inventory & Purchase Management / Reverse Auction)
18. Training of Sales Team / Channel Partners
19. Learning Management for online Education of Sales Team / Channel Partners with Evaluation Process (online test)
20. Knowledge Base
21. eCircular
22. Notifications / Alerts / Reminders Management / Escalations based on TAT with Workflow
23. Collection management (NPA)
24. Graphical & Data Reports (with our Reporting Engine - SmartRep - No Design / Writing Programs - only Queries or Drag and Drop)
25. Audit Trail
26. Business Dash Board
27. Import & Export of Data at all required places (configurable)
28. Document Viewer - All uploaded documents are securely viewed with this facility. Based on Access Control List, viewer can save locally or Print them. Clients need not have the base application (MS Office, PDF Reader etc.) installed locally to view these documents.
29. CRM for Post Sales Activities - Configurable Question & Workflow linked functionalities (e.g. validating customer details, receipt of kit etc.)