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SNAPSHOT OF FEATURES
Our Numbers Say About Us
Lending Companies Using goConnekt
Active Daily User Logins
35
Leads Submitted Per Month
35
FEATURES
Multi-Channel Campaign Leads
Create multiple campaigns
Auto fetch leads from website, FB or digital
landing pages,
connector, DSA.
Lead Sourcing Mechanism
Add Leads Manually, Import Lead or fetch them
via API.
Measure and evaluate Campaign performance
Qualified leads from each campaign with
status can be seen
for measuring the campaign performance.
FEATURES
Telecaller Module
Telecaller admin can allocate leads to Telecaller.
Integrated cloud calling dialer with number masking to ensure data
security.
Qualify and allocate the leads to onfield RM.
Dashboard for telecaller performance measurement available.
FEATURES
Onfield RM and TL Lead Sourcing App
FEATURES
Channel Partner Onboarding and Lead Sourcing.
Quick CP onboarding
eKYC, documents and other details for
onboarding.
Direct lead sourcing
CP login to add leads and track status.
Auto assign lead to connected RM
In real time leads added by CP will be
assigned to RM.
CP payout and performance
Channel Partner will be able to see monthly
payouts.
Performance Dashboard
Telecaller Performance
Number of leads qualified by
each
telecaller to measure and evaluate their performance to achieve ROI for that
department.
Compare Performance
View and compare leads and lead
source
performance at PAN India level with drill downs (state wise / region wise /
city wise / branch wise / user wise) .
Location Tracking
View and Track your onfield RM
for their
customer visits and followups.
INTEGRATIONS
Multiple Integrations
Integrated with 11+ 3rd-party APIs for faster onboarding
Integrated with API’s (NSDL , Karza , Signyz , Exotel , Zoop One , Ameyo , 2Factor , Equence ,
Gupshup , Infobip and Kaleyra).
Solutions For
HFC
NBFC
Banks
SFB
Who Can Use
goConnekt supports
Tele-sales
caller
caller
On field
loan officer
loan officer
Management
Connectors
Supervisor
Clients Who Trust Us
Get a pulse on your entire lead management cycle with our advanced Lead Management App.
goConnekt is a comprehensive, integrated, customisable, cutting-edge solution curated to manage the complete sales lead pipeline. The lead management app for BFSI by Credility empowers the lending institution to optimise their operational risk and reduce manual intermediation to strengthen their workflow. It is a single software that is designed to centralise your multi- channel leads on one platform. Credility is an industry pioneer in enabling advanced cutting-edge, comprehensive lead management software and providing improved sales productivity. It is an ideal solution for Banking, Financial Services and Insurance sector to engage with their leads on the go.
goConnekt keeps a track of your lead’s every move to scale your lead conversion ratio exponentially. The real-time performance dashboard helps financial lending companies to monitor the performance of their sales team on an individual level and group level to monitor a healthy sales pipeline. With Credility’s goConnekt app, saving precious time and money for your organisation will be a cakewalk. It is easier to strategise and take fruitful actions when one takes informed decisions. The interactive dashboard of goConnekt enables lending companies to visualise their monthly performance and take measures accordingly.
Issues resolved by Credility’s Lead Management App for BFSI
- The tedious and time-consuming paperwork, data entry and administrative tasks involved in manual lead management. goConnekt is a mobile application that digitally enables a complete lead management process with more precision and less human error.
- goConnekt is the Lead Management App for BFSI that cuts down the longer sales cycles. The dashboard consolidates all the leads from multiple channels and platforms under one platform and prevents lead leaks, so no lead goes unnoticed. This cutting-edge technology helps the sales team convert leads faster than ever.
- goConnekt helps the financial lending institutions to allocate the right team member to handle the potential customers.
- Lead leakage can be effectively prevented by channelling leads for all the channels under a single platform. It prevents lead loss and leakage and increases their visibility to the financial lending institutions.
A software solution that is designed to expand your business rapidly and help innovate
-
goConnekt offers a plethora of benefits to the BFSI, NBFCs and other financial
institutions. Some of them include-
- Seamless and personalised customer experience.
- Optimised sales pipeline that eventually results in improved conversion rates.
- High transparency of the performance and sales activity due to real-time monitoring dashboard.
-
Increased field sales productivity
Salient Features of goConnekt:
- Lead Analytics dashboard: It analyses and tracks the lead management process right from sales performance, lead origin, team productivity, lead status and progress, as well as conversion statistics.
- Lead Allocation: Financial lending institutions can map their leads and distribute their tasks and overdue cases among the deserving members best suited for the job without overburdening them.
- Lead tracking: Credility enables lead tracking attributes that make the leads more discoverable in every phase, providing better follow-ups and conversions.
- Interactive dashboard: The interactive dashboard of goConnekt visualises monthly performance allowing the lending companies to stay on top of sales.
Ready to Transform?
Reach out to our team for a personalized demo