BFSI

BeatRoute benefits for the BFSI industry

100% More

Meetings

30% More

Conversions

40% Fast

Conversions

Product features for Banking, Financial services and Insurance

  • Lead aggregation & customer profiling

    On the go lead creation, API Integration for Inbound leads, Intelligent lead allocation, KYC and Profile Doc Upload, Customer de-duplication engine.

  • GPS based field Coverage

    Territory Planning, Field visit planning, Assured adherence, Coverage norm tracking, Presence assurance for In-store promoters

  • Lead Management & Tracking

    Lead Funnel Tracking, Stage wise automated triggers, GPS tagged Field visit logs.

  • In-Store promotion effectiveness

    GPS and Time-stamped presence, Case Reporting, In-Store Promotion and Visual Merchandising reporting, Customer Feedback.

  • Learn and Demo

    Training and Assessment setup, Role-based targeting, Training consumption report, Multimedia content setup & delivery, Offline viewing, Infield sharing.

  • Real-time Alerts & Notification

    Product Policy & HR Notifications, Role-based notification delivery, Scheduled and Event-based alerts.

  • Configurable scorecard

    On the move visibility, Target vs. Actual, Real-time team performance, Configurable KPIs.

Why BeatRoute?

  • Complete Field CRM Mobile App

    Field team never spend time on web portal, thus we brought all action, cues, and reports on our mobile, that too with offline capabilities in case of bad internet

  • GPS Adherence of Customer Visits

    If you want your team to be where the customers are, BeatRoute makes that happen

  • Territorial Team Hierarchy Setup

    Setup your entire zonal and territorial hierarchy, the way you actually operate

  • "We evaluated a dozen platforms to choose BeatRoute. It's truly world class."
    Kashif Ahmed, Trade Marketing, Danone Nutricia, India
  • "We have thousands of product promoters running BeatRoute app every day. It has scaled up nicely and undoubtedly the most easy-to-use app"
    Arvind Vohra, Managing Director, Gionee Mobile Phones, India
  • "My brief to the team was to find an app that required zero training. BeatRoute is just that. We could roll it out to our entire sales hierarchy including distributor sales reps in just 3 months."
    Rodrigo Canillas, Director Sales, Danone Nutricia, India
  • "Used across India where ever there is a network or no network, so the off-line and the online functionality works pretty fine, and we have never faced any issues as an IT team"
    Arpita Das
  • "We have been using BeatRoute in Indonesia. It is easy to use and has enabled us to better plan and monitor sales and promotion activities in the field."
    Desideria Utomo, Director, Kobe Boga Utama
  • "BeatRoute App's interface is refreshingly simple and easy to use. Underlying technology has helped us profile our retailers with high degree of accuracy. We have been able to optimize our service routes with clear business benefits"
    Suhail Ghai, CIO, India Region, Pepsico

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