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Al Meezan Investments


A complete SalesForce Digitization Solution for the sales team is required to be developed and deployed for Al Meezan Investments.

The scope of the project is to automate the process of the sales team and solve their problems in an efficient manner.  The solution will include a  mobile application for the field sales force and a  web application for all the sales managers and top-level management.  The mobile application will have a complete GPS tracking system along with features given below in the document. The web application will be used for monitoring and reporting purposes by sales managers and top-level management.

List of features covered under this agreement include:

  • Mobile Application
  • Attendance
  • GPS Monitoring
  • Sales KPI Capturing (Calls & Visits) – Calls will be made from GSM
  • Customer Details
  • Leads (Initiate & get leads) – Geo location based leads assignment
  • Meeting Scheduler & Reminders
  • Redemption Alerts through real-time notifications
  • Auto task assign for 3 months customer list
  • Balance Scorecard
  • Reports
  • Marketing Collateral & Presentations
  • Calculator (Works in offline mode too)
  • Risk Profiling
  • Activity against campaign
  • New Customer On-boarding with form attachment option
  • Customer transaction form with form attachment
  • Customer tagging change request
  • Training Module – Quiz & Training Feedback Forms
  • Notifications
  • Offline Mode
  • Web Application
  • User Management
  • Team Management
  • Product Management
  • Customers
  • Task or Activity assignment
  • Campaign integration with CRM
  • BTL Activities
  • Customer tagging change request with complete workflow
  • Calculator Configuration & Management
  • Training Module – Creating Quiz and Training Feedback/Survey forms for sales
  • Dashboard (Financial & Non-Financial Data)
  • Reporting
  • Portfolio
  • Financial
  • Non-Financial
  • Routes & Location Monitoring
  • KPI Monitoring (Target vs Achievement)
  • Leaderboard
  • Alerts & Notifications
  • Two-way Integration with Core banking, Dynamics CRM and other applications

A few of the key benefits of this solution include:

  • Convenient team management & operations including sales organogram & mapping
  • Real-time sales force tracking (online/offline mode) – GPS based
  • Real-time lead status and survey forms for KPI monitoring
  • Call logs and integration of call logs with CRM
  • Customer on-boarding and transaction forms reporting for cut-off time
  • Calculators for estimations in offline mode
  • Integration with T24 & Dynamics CRM
  • Web-based reporting with comprehensive data visualization of salesforce
  • Comprehensive Dashboard
  • Alerts, Notifications, and Pop-Ups through App, Email or SMS

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