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Aviva's sales team faced inefficiencies in managing insurance prospects, organizing calendars, and submitting reports from field meetings. The lack of a centralized mobile solution hindered real-time data sharing with headquarters, geolocation tracking, and timely customer follow-ups, leading to suboptimal sales planning and reporting delays.
One of the world's largest insurance companies requiring a mobile CRM solution to streamline sales processes and improve customer relationship management for field agents.
The mobile CRM solution will enhance field agent productivity by 40%, reduce reporting delays by 70%, and improve sales conversion rates through better prospect management. Real-time geolocation tracking and push notifications will enable dynamic sales planning, while integrated reporting will provide headquarters with actionable insights for strategic decision-making.