BFSI Field Sales CRM for Direct & Indirect Channels
BeatRoute, as an agent app, helps maximize lead conversions with its all-mobile workflows that are created to bring alertness and readiness in distributed field teams, besides prospect data and funnel management.
Goal-Driven Field Sales Application for an Impactful Sales Transformation
Zero leakages through Intelligent Lead Flow
- Auto assignment of leads to dramatically increase response time and conversion.
- DIY APIs to integrate with any lead aggregation system
- Smart customer interactions to detect prospect location
Higher Sales Rep Productivity Through GPS Awareness and Team Rigour
- GPS tagging of field activities with map views
- Cues about nearby prospects on agent app
- Notifications to field reps and managers on idle leads
- Scorecard with gamification to inspire performance
Better conversion through lead profile enrichment from external databases
- Profile enrichment with host of external databases
- BeatRoute CRM for banking and financial services offers Credit Score API integration for lead scoring
Fastest and Fraud proof KYC documentation
- ID and Address proof documents scan and upload
- AI-powered tamper proofing for ID cards
- OCR & Auto validation of ID number and ID picture matching with live picture
Liability protection with Customer data security & compliance
- Encrypted transfer and storage of customer information and document
- Masked display of identity cards and numbers are essential for CRM in banking
- Cloud telephony with masked contact information
Why BeatRoute?
Each industry has specific needs which can not be met by generic field sales capabilities. We have designed industry specific workflows that you can pick, configure and adapt within a few days and start reaping full benefits from BeatRoute.
Highly Modular
You don’t have to buy the whole platform. Customers can choose one or more components to rollout and see the results first.
Scalable Design
Scalable, zero code platform that allows for a high degree of configuration without requiring time & capital investments.
Secure
Rest easy with Enterprise Grade security and compliance standards. Your data is yours to command.
Works Offline
Designed for poor and no connectivity areas. Sales teams can keep working as usual in no network areas, data syncs up when they come online.
Customer Success and Support
Dedicated customer success & support that handholds you to achieve your business goals consistently.
200+ Integrations
Use BeatRoute Matrix to create custom automations or exchange data with SAP, Oracle, SFDC, PowerBI, HRMS or any other system.
Customer Testimonials
We seek success in making our customers successful. Companies utilizing BeatRoute report direct, measurable, highly positive impact on their key business KPIs.
Achieved
10%
Lower Cost of Field Sales Operations
“BeatRoute has enabled us to increase our market coverage by 15%, while reducing the cost of field sales operations by 10% at the same time. “
Achieved
30%
Higher Revenue Per Retail Store
“BeatRoute has helped us improve our revenue per outlet by 30% & sales per executive by 40%, through Goal-Driven Sales Approach, performance benchmarking & creation of better market coverage strategy.”
Achieved
50%
Higher Sales Productivity
“We have witnessed 50% higher sales productivity with BeatRoute’s Goal-Driven Sales Approach.”
