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Leading Bank Digitized Field Sales With Mobile First CRM

Explore how a leading bank digitized attendance, field activity, and 20,000+ leads with a mobile-first CRM, improving productivity and accuracy.

Industry:
Banking

Country:
Pakistan

Solution:
Salesflo Engage

Read The Success Story

Challenge

Manual attendance sheets and paper-based lead follow-ups created major field visibility gaps across 1,300+ executives. Head Office lacked real-time tracking, performance monitoring, and compliance control, while delayed lead updates and manual scheduling reduced productivity.

Solution

Pakistan’s Leading Bank deployed Salesflo Engage mobile-first CRM to digitize field execution and lead management. Geo-fenced attendance, real-time dashboards, adaptable workflows, lead tracking, and Info Genie training vault centralized reporting, visibility, and nationwide field operations.

Impact

  • 100% nationwide field visibility across 1,300+ executives.
  • 20,000+ leads managed digitally across 1,600+ branches.
  • 15–20% productivity uplift via mobile-first workflows.
  • 70% reduction in manual reporting errors.

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