CloudApper SalesQ allows you to monitor your banking, financial & insurance services sales agents to track location data, and help increase sales rep accountability and productivity.
SalesQ enables real-time task assignment and visit log tracking of your banking, financial, and insurance services sales reps. There are notifications and alertsfor task progress.
SalesQ helps track how products are performing. Sales operations can be adjusted accordingly, and financial & insurance services sales reps can be trained for better performance.
Take advantage of SalesQ’s Geo-fencing capability to ensure bank, financial & insurance services sales agents are visiting the right place, at the right time, to ensure essential deals go through successfully.
Bank, financial & insurance services sales reps work mostly from the field, while their managers are at the office. That is why SalesQ allows managers to share strategic guidance via multimedia messages to the entire team anytime they want.
Financial & insurance services sales agents can enter data from their phones on SalesQ that can be viewed by all parties involved in a central hub. This eliminates paperwork and data redundancy along with loss of important client information.
Enable sales reps to quickly access important account information while in the field. Supervisors can also plan the schedule of field sales reps according to their business needs.
Never let any task be overlooked. SalesQ provides an integrated task management system that notifies users about action items and tracks the progress being made.
When meeting with a prospect or customer, timely information can make or break a sale. This module provides users with instant access to critical product info and updates.
Save money on IT infrastructure costs. SalesQ app is a cloud-based solution that reduces your dependency on IT human resources and hardware investment.
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