Sales Activity Mobile App (SAMA)

To effectively plan and manage lead generation & sales activities, enabling the upline managers to monitor their targets and assist when targets are not met.

Contact Management to create and update contacts, get referrals from customers and receives potential leads assigned to agent
Activity Management to effectively plan and mange daily activities to achieve sales targets by planning calls to prospects, set sales presentation and service appointments
Calendar Management to preview and plan activities for the day
Sales Presentation interactive presentations to prospects to introduce services, product explanation and recruiting
Financial Planning enable agents to make a Customer Fact Find (CFF) and recommend products that meet client’s immediate needs
Mobile Portal Services ensure secure remote mobile devices connection to portal to verify agent status, synchronise activities, backup data, get notifications, receive and update referral status to ReMMA
Management Reporting allowing managers to review down line agent performance, activity targets and generate Balanced Scorecard KPIs