Sales One

Submit customer photos & KYC documents easily being compliant with regulations

The IDFC Sales One App empowers sales team to deliver impeccable customer experience to our esteemed customers, while being completely compliant with our authorities in accordance with the regulatory norms.

This app enables sales team to run their day to day activities to improve the sales strategy and continuous improvement to increase efficiency.

Features:
Attendance Management System(Urban BU’s - CD, TW, UC, XSell, LAP, LAPS, MBL, BIL, HL, PL, SEPL, Collections and Rural BU’s - CD, JLG, TW , CV,PL,EHL, HL, LAP, GL, MHL, MEL, MEL+)
Attendance Management from Field Locations, no more coming to the office for attendance marking, keeps a check on the attendance of the sales team, track them in real time to create discipline.


Location Based Check In’s (Urban BU’s - CD, TW, UC, XSell, LAP, LAPS, MBL, BIL, HL, PL, SEPL, Collections and Rural BU’s - CD, JLG, TW , CV,PL,EHL, HL, LAP, GL, MHL, MEL, MEL+ )
Check-in and Check-out from customer visit, branches, collection center, branches and dealership data.


Real-time Location Tracking (Urban BU’s - CD, TW, UC, XSell, LAP, LAPS, MBL, BIL, HL, PL, SEPL, Collections and Rural BU’s - CD, JLG, TW , CV,PL,EHL, HL, LAP, GL, MHL, MEL, MEL+ )
Accurately track time at the location and know where your employees are in with GPS tracking. Facilitate the product admins to drill down to the current location of sales team along with pertinent information on their day’s schedule and total distance traveled.


Lead Generation ( Urban BU’s - LAP, LAPS, MBL, BIL, SEPL, Rural BU’s - CD, JLG, TW , CV,PL,EHL, HL, LAP, GL, MHL, MEL, MEL+ )
Ensure effective lead management and seamless customer on-boarding, capture different lead attributes at different lead stages for progressive discovery


MIS Reports (Urban BU’s - CD, TW, UC, XSell, LAP, LAPS, MBL, BIL, HL, PL, SEPL, Collections )
Daily reports to provide visibility to relevant adoption and consistency of AMS by sales team


Beat Plan (Urban BU’s - MBL, HL, PL, CD,TW,UC, Xsell and Rural BU's)
Manage sales with Beat Plan to plan visits to stores and branches. Beat Plan is a map prepared for field officers to chalk out their visits and timings to manage sales in a controlled manner. This enables to schedule visits for the sales team to plan their day fruitfully


Instant Notifications for Various Activities (Urban BU’s - CD, TW, UC, XSell, LAP, LAPS, MBL, BIL, HL, PL, SEPL, Collections and Rural BU’s)
Be notified for all the important notifications, broadcast messages for new schemes launched for the business and increase productivity.


Access SFDC (Urban BU’s - TW, CD, UC, PL, XSell)
Redirecting sales officers to salesforce, being the loan origination system


Create Loan ( Urban BU’s - MBL, HL )
Create loan on behalf of customers to business details, personal details, and financial status using perfios along with scan based approvals to reduce the overall TAT of the loan disbursal


First Payment Defaulters( Urban BU’s - CD, TW, UC, XSell, MBL, HL, PL, Collections)
Sales team has the ability to trace out the absconded default customers and initiate recovery process and recommend for legal actions for non - recoverable cases and follow up with the Legal team for the closure of the cases


FAQ (MBL)
Find answers to your questions about attendance, incentive structure, perfios,and much more all at one place.

Additional Features:-
• Create and share a customized digital visiting card with your profile picture and key contact information.
• Access a library of high-impact marketing collateral designed to support sales conversations.
• Follow interactive learning journeys tailored to your professional growth.
• Share a fresh, ready-to-use poster every day to engage customers with timely and relevant content.
• Take part in video-based learning and roleplay sessions to sharpen your skills