Salesdrive

Achieve Sales Excellence Across All Your Distribution Channels

Modules

Lead Management

Ask Dot to create and manage leads.

Capture Leads Manually

Ask Dot to create a lead.

Upload Leads in Bulk via Excel

Ask Dot to bulk-upload leads.

Sort, Search For, and Filter Leads

Ask Dot to sort, search, or filter leads.

Allocate Leads Individually or In Bulk

Ask Dot to allocate or modify lead allocations.

Set an Auto Lead Allocation Logic

Ask Dot to create an auto-lead allocation logic.

View Individual Lead Detail Pages

Ask Dot to open individual lead pages.

Set Lead Status and Modify Details

Ask Dot to manage lead status and details.

Dedicated Dashboard For Your Leads

Ask Dot to summarize your leads' statuses.

View Leads Of Your Team Members

Ask Dot to present team members' leads.

Sync Leads From Your Phonebook

Capture Online Leads with API Integrations

Activity & Task Management

Ask Dot to manage activities and tasks.

Create Events Individually & Jointly

Ask Dot to create events.

Define a To-Do List

Ask Dot to create tasks.

Set Reminders

Ask Dot to provide proactive nudges.

Modify & Delete Events, Tasks, Reminders

Ask Dot to manage tasks and events.

Managers can monitor team activities

Managers can ask Dot to show team activities.

Calendar View with Day, Week, Month & Upcoming Views

Link Events & Tasks with Leads

Dedicated Activity Management Dashboard

Capture Geo Location for Events

Content Management

Ask Dot to retrieve and share content.

Categorize and Tag Content

Ask Dot to categorize and tag content.

Easily Share Content Files with Clients

Ask Dot to share content with leads.

Dedicated Content Dashboard

Ask Dot to present a specific content piece.

Upload Videos, PPTs, PDFs, and Forms

Products Showcase Section

Sales Performance Management

Ask Dot to provide performance reports.

Establish Daily Sales Goals for Self & Team

Ask Dot to set duration-specific sales targets.

Filter Performance Data by Time Period & Team

Ask Dot to present filtered sales data.

Monitor Performance in Real Time

Ask Dot for real-time performance updates.

Track Commissions Earned by Date Range

Ask Dot to present commissions data by date.

Dedicated Performance Management Dashboard

Rewards axnd Recognition Communications

Ask Dot to run sales contests.

Create Sales Contests

Ask Dot to create sales contests.

Define Eligibility, Win Criteria, and Rewards

Ask Dot to set contest parameters.

Track and Monitor Contest Progress

Ask Dot to present the progress of contests.

Establish Themed Clubs with Rules

Ask Dot to suggest and create themed clubs.

Access Contest Dashboard

Separate Card for Each Contest

Group and View Contests by Categories

Participate in and Exit Clubs

Agent Onboarding

Ask Dot to talk to and onboard agents.

Add and Modify Recruitment Leads

Ask Dot to create, manage recruitment leads.

Manage & Supervise Recruitment Activities

Ask Dot to manage and show data on activities.

Onboard Agents with Online Forms and Document Upload

Ask Dot to onboard candidates.

Monitor Agent Training Schedule and License Status

Ask Dot to share agent training updates.

Show and Distribute Content to Candidates

Ask Dot to share content with candidates.

Get Daily Reports

Ask Dot for custom reports.

Customer Onboarding

Ask Dot to assist with customer onboarding.

Generate & Share Tailored Quotes Instantly

Ask Dot to create and share customized quotes.

Upload Documents

Ask Dot to work with clients for doc upload.

Document OCR

Ask Dot to conduct OCR/extraction.

Quality Check for Data & Documents

Ask Dot to quality check data and docs.

Share & Generate Payment Links via Email/SMS

Ask Dot to generate and share payment links.

Generate Proposal PDF with Details of Benefits

Have Dot create and share proposal files.

Know the TAT for Each Application Stage

Ask Dot to present and analyze TAT data.

Search for a Single Application

Have Dot retrieve details on applications.

100% Digitized Application Form

Configure Rules & Stages For All Your Forms

Payment Gateway Integration For Online Payment

Dashboard To View All Applications

Customers, Renewal & Upselling Management

Ask Dot to handle renewals and upselling.

Assign Customers to Relationship Managers

Have Dot assign clients to RMs.

Directly Call Customers via App

Ask Dot to reach out to customers.

Intelligent Product Recommendations For Cross-Selling & Up-Selling

Ask Dot to recommend add-ons for upselling.

Track Active Customers and Upcoming Renewals

Ask Dot about upcoming renewals.

Schedule Events/Tasks for Customers

Ask Dot to schedule events and tasks.

Add Upcoming Renewals as Leads

Ask Dot to add renewable clients as leads.

Search Clients by Name, Contact, Renewal Date

Have Dot retrieve specific client data

Bulk Upload Customer Details

My Customers' Dashboard for Reps

Detailed View for Each Customer

Business-to-Customer (B2C) Platform Management

Clients can ask Dot to log requests and tasks.

Access to Personal and Policy Details

Clients can ask Dot about their policy(s).

Customers Can Log Service Requests

Clients can ask Dot to log service requests.

Customers Can Track Service Request Status

Clients can ask Dot for service updates.

Live Chat Support

Clients can chat with Dot for any issue.

Premium and Benefit Calculators

Clients can use Dot for calculations.

Online Application and Document Upload

Clients can upload data/docs through Dot.

Convenient Payment of Premiums

Clients can pay premiums through Dot.

Claim Filing with Form Filing and File Upload

Clients can ask Dot to file a claim.

Resource Center for Content Consumption by Customers

Clients can ask Dot for content on products.

Web and Mobile App Customer Login

Personalized Dashboard for Each Customer

Distribution Channel Management

Ask Dot to manage distribution channels.

Manage Agents, Brokers, Bancassurance, and Online Sales

Ask Dot to assist with structure creation.

Download Tailored Reports

Ask Dot to share custom reports.

Establish Sales Channels

Assign User Roles

Configure Roles, Designations, and Hierarchies for Each Channel

Specialized Products for Brokers and Bancassurance

Define Geographical Zones

User and Business Structure Management

Ask Dot to manage user and structure settings.

Retrieve Consolidated Reports

Ask Dot to generate and share reports.

Dispatch Notifications to User Groups

Ask Dot to dispatch notifications to groups.

Add/Modify/Delete Users

Configure User Access Control

Establish Sales Channels

Assign Users to Business Structure

Specify Geographical Zones

Administer Content

Upload Content/Data across Modules

Define Business Structure: Designations and Hierarchy

Dynamic Notifications

Ask Dot to send notifications.

Rule-based Notifications for Users

Alerts Per Role, Designation, and Hierarchy

SMS, Email, and Push Alerts

Admin can Broadcast Messages to All Users

Rule-Based Notifications for Customers

Reasons to Implement Salesdrive

Image representing salesdrive elements:
1. Opportunities.
2. Lead card.
3. Successfully lead onboarding.

Shorten your Sales Cycle

Effortlessly Manage Sales Funnel

Get 100% Sales Ops Visibility

Single App for All Sales Functions

Enhance Human Productivity

Customizable and Configurable

90% Straight-Through Process

Robust Data Security and Privacy

Seamless Data Flow & Third-Party Integrations

No-code Changes for Business Team Agility

Accelerate Your Sales Cycle with AI-Powered Sales Automation

Effortlessly Manage Your Sales Funnel with a Customizable CRM Solution

Gain 100% Sales Operations Visibility with Real-Time Sales Performance Analytics

Leverage a Single, Integrated Platform for All Sales Functions

Maximize Productivity with an AI-Driven Lead Management Tool

Tailor Your Sales Processes with a Configurable CRM for Financial Institutions

Achieve 90% Straight-Through Processing for Seamless Workflow Automation

Ensure Robust Data Security and Privacy for Financial Services

Enable Seamless Data Flow with Third-Party Integrations

Make No-Code Changes for Agile Business Adaptability

How Our Customers Are Growing Using Our Products

We placed our faith on iorta to deliver a bespoke lead management system for our newly launched direct marketing channel. They also extended their services to co-drive the platform's adoption by defining clear training and feedback loops.

Shashank Chapekar

Chief Distribution Officer, Manipal Cigna Health Insurance

We manage business opportunities and renewal collection processes across channels using Salesdrive from iorta. This has also helped us transition from a digital-focused to a digital-first enterprise.

Anup Seth

Chief Retail Officer, Edelweiss Tokio Life Insurance (ETLI)

Reasons to Implement Salesdrive

Find out how we empower top insurance and financial firms across India and APAC to transform their sales function through innovative digitalization!

Insurance

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