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.