Service features
Sales service intelligent transformation
The platform integrates the entire process from lead generation to product recommendations and performance management, bringing digital transformation upgrades to the sales team.
Precise data insights and analysis
Sales event management
Provide a comprehensive, data-driven sales activity dashboard that thoroughly addresses the pain points of management's lack of quality data.
Integrate customer data with financial goals
Client financial planning analysis
Through smart calculators like premium financing, accurately analyse customers' current financial situation and future asset gaps.
Assist the team in improving or following up on the situation.
Sales Team Management
Provide the sales team leader with a centralized digital management platform to completely eliminate chaotic spreadsheets and paper records.
