Sales One SO.4.0.6

The IDFC Sales One App serves as an essential digital tool designed to support the sales team in delivering a consistent and high-quality customer experience, all while ensuring strict compliance with regulatory norms and authority guidelines.

This application streamlines daily activities, promoting strategic sales management and continuous operational improvements aimed at enhancing overall efficiency.

Key Features:

• Attendance Management System: Facilitates attendance logging from field locations across various business units, including Urban segments (CD, TW, UC, XSell, LAP, LAPS, MBL, BIL, HL, PL, SEPL, Collections) and Rural segments (CD, JLG, TW, CV, PL, EHL, HL, LAP, GL, MHL, MEL). Enables real-time attendance monitoring without requiring staff to visit the office.
• Location-Based Check-ins: Allows sales personnel to check in and out during customer visits or branch engagements at designated locations across urban and rural business units.
• Real-Time GPS Tracking: Provides precise location data on employees’ movements during working hours. Managers can view live locations along with schedules and travel distances for better oversight.
• Lead Generation: Supports effective customer lead capture and management at various stages of the sales cycle, improving onboarding processes across designated business units.
• MIS Reports: Generates daily operational reports to monitor adoption rates and consistency of system use among sales teams in relevant units.
• Beat Plan Management: Assists in scheduling store and branch visits using map-based planning tools tailored for urban (MBL, HL, PL, CD, TW, UC, Xsell) and rural segments. Facilitates optimized daily planning for field officers.
• Instant Notifications: Sends timely alerts and broadcast messages regarding new schemes or important announcements specific to various business areas to boost productivity.
• SFDC Access: Redirects sales officers to Salesforce for streamlined CRM integration as part of the loan origination process.
• Create Loan Functionality: Enables authorized users in MBL and HL segments to initiate loans by submitting customer details and financial documentation through integrated platforms like Perfios. Includes scan-based approvals to reduce disbursal timeframes.
• First Payment Default Management: Empowers the sales team to identify defaulters proactively, initiate recovery procedures, recommend legal actions for irrecoverable cases, and coordinate with the legal team for case closure.
• FAQ Section (MBL): Consolidates common queries regarding attendance policies, incentive structures, Perfios integration, and other relevant topics into a single accessible resource.

Additional Functionalities include:

• Create and share customized digital visiting cards featuring profile images and key contact details.
• Access a repository of high-impact marketing materials tailored to support impactful customer interactions.
• Participate in interactive learning modules designed for professional development.
• Distribute daily engaging posters with timely content to foster customer engagement.
• Engage in video-based training sessions and role-playing activities aimed at skill enhancement.