Toolyt SFA

Additional features

Mobile First Sales Enablement Platform

The software is designed with a primary focus on mobile accessibility for field sales teams. This ensures that sales activities and collaboration tools are readily available on mobile devices.

Build Workflows (Agility)

Users can create and customize business-specific workflows. This allows for the adaptation of the software to unique organizational processes.

Simple & Effective Mobile Solution

The platform offers a user-friendly mobile interface. This ensures ease of use and quick adoption by sales teams in the field.

Modularity

The software is built with modular components. This allows businesses to utilize specific features as needed and potentially scale their usage.

Customise & Build Business-Specific Forms and Flows

Users can create tailored forms and process flows. This enables the collection of relevant data and the streamlining of specific tasks.

Streamline your sales operation

The software aims to optimize and improve the efficiency of sales processes. This can lead to faster deal closures and better resource allocation.

Streamline Customer Onboarding (Banking & Lending)

The platform offers specific tools to improve the process of onboarding new customers in the banking and lending industry. This can lead to reduced paperwork and faster account activation.

Integrate India Stack and efficient KYC with OCR (Banking & Lending)

It includes integration with India Stack and utilizes OCR for efficient KYC verification. This helps in দ্রুত and accurate customer identification.

Improve Relationships (Insurance)

The software provides tools to enhance interactions with customers, agents, and branches in the insurance sector. This can lead to better customer satisfaction and agent productivity.

Customer Data Enrichment (Healthcare & Pharma)

The platform helps capture market trends and competitor performance data for the healthcare and pharmaceutical industries. This can inform strategic decision-making.

Sales Acceleration with Collaboration (Other Industries)

The software aims to speed up the sales cycle through enhanced internal collaboration. This can lead to quicker decision-making and problem resolution.

Transform your field sales operation

The platform is designed to significantly improve the way field sales teams function. This can involve better organization, communication, and task management.

Admins can make swift changes in to business flows

The administrative interface allows for quick modifications to business processes without requiring extensive technical knowledge or vendor support. This provides flexibility and control.

Lead Management

Offers tools to centralize, prioritize, and engage with potential customers. This ensures that leads are handled effectively.

Centralize, prioritize, and engage prospects

Provides a central system for managing leads and tools for prioritizing and interacting with them. This helps focus efforts on the most promising opportunities.

Auto allocation

Automatically assigns leads to the appropriate sales representatives. This ensures timely follow-up and balanced workload distribution.

Lead scoring

Ranks leads based on predefined criteria to identify the most promising prospects. This helps sales teams focus on high-potential opportunities.

Deduplication

Identifies and merges duplicate lead entries. This ensures data accuracy and avoids redundant efforts.

Sales Activities

Enables the management of various sales-related tasks. This helps in tracking progress and ensuring follow-through.

Manage geo-tagged visits

Allows for the tracking and recording of sales visits with location information. This provides insights into field sales activities.

Manage other custom activities

Supports the creation and management of activities tailored to specific business needs. This allows for tracking a wide range of sales-related tasks.

Actionable insights

Provides data and analysis to help improve sales strategies and decision-making. This enables informed adjustments to sales processes.

Customer Onboarding

Streamlines the process of bringing new customers into the system. This ensures a smooth and efficient onboarding experience.

Streamline document collection

Facilitates the gathering of necessary documents from new customers. This can reduce paperwork and speed up the process.

Validate data in real-time

Checks the accuracy of customer data as it is entered. This helps in maintaining data quality.

Monitor TAT (Turnaround Time)

Tracks the time taken for onboarding processes. This helps identify bottlenecks and optimize efficiency.

Optimize processes

Provides tools and insights to improve the overall onboarding workflow. This can lead to a better customer experience.

Collaboration & Productivity

Offers features to enhance teamwork and individual efficiency. This can lead to improved overall performance.

Boost Productivity & Enable Collaboration

Aims to increase individual output and improve team communication and cooperation. This can result in better outcomes.

Reduce TAT with effective collaboration

Highlights that good teamwork can shorten the time taken for tasks like customer onboarding. This emphasizes the benefits of the collaboration features.

Intelligent Sales Assistant (Dot) (New)

An AI-powered assistant designed to aid sales professionals. This suggests new and innovative features powered by AI.

Advanced BI & Analytics

Provides sophisticated tools for analyzing sales data and generating insights. This enables data-driven decision-making.

Embedded Analytics Software

Allows users to access and interact with analytics directly within the platform. This makes data insights more readily available.

Give your end users the ability to build dashboard

Empowers users to create their own data visualization tools. This allows for personalized data analysis.

Enable users to make informed decisions and take action with real-time data

Provides access to up-to-date information to support timely and effective decision-making. This is crucial for a dynamic sales environment.

Seamlessly integrated within both mobile and web platforms

Ensures that analytics are accessible and consistent across all devices. This provides a unified view of data.

Automates your Business Process

The software helps in automating repetitive and manual tasks. This frees up time for sales teams to focus on more strategic activities.

Toolyt integrates with essential tools

The platform connects with other important business applications. This ensures data consistency and streamlined workflows.

Streamline your business

A general benefit of the integration capabilities, aiming to improve overall business efficiency. This can involve smoother data flow and reduced manual work.

Automate lead management

Uses automation to handle various aspects of the lead management process. This can include lead capture, distribution, and follow-up.

Sync customer data based on your workflow

Ensures that customer information is consistently updated across integrated systems according to defined business processes. This maintains data integrity.

Broadcast

Likely a feature for sending out mass communications or updates. This could be used for internal announcements or marketing messages.

Campaign & Contest

Tools for managing sales or marketing campaigns and running internal contests. This can help drive engagement and achieve specific goals.

Connect

Features that facilitate communication and connection between team members. This is essential for effective collaboration.

Leaderboard & KPI

Visual displays of performance metrics and rankings. This can motivate sales teams and track progress against key performance indicators.

Onboarding & Training

Resources or modules to help new users get acquainted with the platform. This ensures quick and effective adoption.

B2B CRM

Features specifically tailored for business-to-business sales processes. This addresses the unique needs of B2B interactions.

Mobile CRM

Highlights the CRM capabilities accessible on mobile devices. This reinforces the mobile-first approach.

Lead distribution tool

Specific functionality for assigning leads to sales representatives. This ensures efficient and equitable lead handling.

Document Management

Features for organizing and managing sales-related documents. This helps in keeping information accessible and organized.

3rd party integration

The ability to connect with other external software applications. This extends the functionality of Toolyt.

Sales campaign

Tools for planning, executing, and tracking sales campaigns. This helps in managing focused sales efforts.

Bookmarks

A feature for saving or highlighting important information within the platform. This allows users to quickly access frequently needed data.