Direct Sales Agent (DSA) is a Line-of-Business App for Win 8 which is developed for agents to complete banking or insurance products sales easily on their tablet.
Banks or insurance companies usually send SMS market campaigns to their targeted customers informing them about the new products. The Direct Sales Agent App for Win 8 starts working instantly once the customer texting back with a positive answer. Next, the opportunity gets created in the CRM, assigned to the DS agent, and automatically pops up in "My Activity" area on the agent's tablet.
During the customer's visit, the DSA can access all personal and financial information of the customer. By using the product calculators, the agent can check the eligibility of the customer for a specific product. The new DSA solution has also an equated monthly instalments (EMI) calculator function that calculates important details related to the product. Moreover, the DSA solution gives a great cross-selling opportunity to the agent checking the eligibility and convincing the customer on the spot.
The outstanding feature of the DSA solution is the simplicity of closing the deal at the customer visit. With just one click, the offer letter is sent to the customer via SMS or e-mail. The agent can also print the application form, gets it signed, takes a picture of it, and process the whole application.