MarketForce One: New Age Sales Force Automation for Financial Services
KEY CHALLENGE
Today’s consumers demand sales experiences that are relevant to their needs and consistent across all channels. Typical sales force automation solutions at financial institutions are largely disconnected from other enterprise systems and require manual workarounds. This creates a significant gap between best-practice sales methodologies and sales execution.
THE SOLUTION
MarketForce One is a mobile-first Sales Force Automation (SFA) solution for Financial Services, and aims to eliminate the disconnect and deliver an innovative solution that enhances success at every stage in the sales lifecycle. MarketForce One offers intelligent work automation from capturing leads to fulfillment, and unprecedented agility to instantly adapt your sales process. With MarketForce, you can streamline and personalize the sales process across lines of business, products, geographies, accounts, and channels.
MarketForce One helps banks, insurance, MFIs and credit companies increase sales efficiency and effectiveness by offering the first seller-centric sales force automation (SFA) system that is tailored for the African market, to optimize the productivity of every sales representative. It delivers proactive insights to agents, reps, and managers, identifying missed opportunities and providing guidance to sales teams on top opportunities and the best ways to progress rankings and close pipeline deals.
WHY MARKETFORCE ONE
Whether you’re a retail, small, or corporate financial institution, you’ll benefit from the ability to use advanced sales planning and reporting tools, lead management, and business process management to ensure customers’ needs are matched to suitable products on the go.
Deployed on the cloud, MarketForce optimizes the sales cycle and increases revenues by helping reps and agents connect to the entire customer journey – including lead generation, customer service, and fulfillment.
We know you need to move at fintech speed. With our model-driven platform, you’ll be on your way to business value within days, not months.
- Boost revenue with guided selling – Enterprise-class lead management, and fully integrated workflow tools to generate rules, tasks, and reminders. Continuously improving seller/ agent effectiveness with workflow driven guidance. Out-of-the-box processes for event, task, and activity tracking across all contacts, leads, and opportunities cuts implementation time and risk and enable change with minimal effort.
- Increase visibility with real-time reports – Personalized role-based dashboards offer a real-time view into pipelines, leads, and targets, while clearly communicating changes and action items. Real-time reports equip managers with the most accurate and updated information. Providing visibility into sales channels, accelerating time to cash and streamlining work.
- Improve customer service across all channels, including telesales – A 360-degree view enables reps to make the best decisions and become trusted advisors by knowing what’s happening with the client at all times. Real-time catalogue access and quotation generation enable your agents with the tools to sell faster and make customers happier.
- Increase productivity with mobile tools and geo-location – Optimized for mobile users, with offline availability, responsive mobile access, and geo-location of sales agents and customers. Deploy on any android device, with offline mode to ensure productivity even with slow or no connection to ensure your agents keep selling regardless of connectivity issues and monitoring whether sellers are focused on the right activities through proactive insights and alerts.
- Built to scale across geographies and business lines – MarketForce is engineered for change and architected to support your regional lines of business. Branch and territory reporting coupled with multiple standard dashboards and customizable report capabilities.
MarketForce is the East African leader in cloud software for customer engagement and operational excellence through field sales and distribution automation. Some successful brands rely on MarketForce software to optimize every customer interaction on any channel while ensuring their brand promises are kept.
For more than 40 companies across the region, MarketForce has enabled higher customer satisfaction, lower costs, and increased customer lifetime value. Get in touch with us today for a demo and start getting access to more data, with less work!
