
About Client
A leading NBFC organisation specialising in a series of services like insurance, home loans, investments etc. They have acquired clients around the globe with robust solutions that they provide. They are well known for the services that they offer which had a touch of customer engagement.
Problem statement
They realised that with the count of prospects they handled each day, they could not manage them and the system of work became disorderly. This led to a certain amount of decrease in the leads that used to come daily.
It became more of a hassle once their marketing campaigns showed a regress in the sales leads. And it was not possible for them to micro-manage the whole process because there were no specific resources just for that.
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