Salesdrive

Achieve Sales Excellence Across All Your Distribution Channels
Salesdrive Dashboard

Modules

Lead Management
Ask Dot to create and manage leads.
Capture Leads Manually
Ask Dot to create a lead.
Upload Leads in Bulk via Excel
Ask Dot to bulk-upload leads.
Sort, Search For, and Filter Leads
Ask Dot to sort, search, or filter leads.
Allocate Leads Individually or In Bulk
Ask Dot to allocate or modify lead allocations.
Set an Auto Lead Allocation Logic
Ask Dot to create an auto-lead allocation logic.
View Individual Lead Detail Pages
Ask Dot to open individual lead pages.
Set Lead Status and Modify Details
Ask Dot to manage lead status and details.
Dedicated Dashboard For Your Leads
Ask Dot to summarize your leads' statuses.
View Leads Of Your Team Members
Ask Dot to present team members' leads.
Sync Leads From Your Phonebook
Capture Online Leads with API Integrations
Activity & Task Management
Ask Dot to manage activities and tasks.
Create Events Individually & Jointly
Ask Dot to create events.
Define a To-Do List
Ask Dot to create tasks.
Set Reminders
Ask Dot to provide proactive nudges.
Modify & Delete Events, Tasks, Reminders
Ask Dot to manage tasks and events.
Managers can monitor team activities
Managers can ask Dot to show team activities.
Calendar View with Day, Week, Month & Upcoming Views
Link Events & Tasks with Leads
Dedicated Activity Management Dashboard
Capture Geo Location for Events
Content Management
Ask Dot to retrieve and share content.
Categorize and Tag Content
Ask Dot to categorize and tag content.
Easily Share Content Files with Clients
Ask Dot to share content with leads.
Dedicated Content Dashboard
Ask Dot to present a specific content piece.
Upload Videos, PPTs, PDFs, and Forms
Products Showcase Section
Sales Performance Management
Ask Dot to provide performance reports.
Establish Daily Sales Goals for Self & Team
Ask Dot to set duration-specific sales targets.
Filter Performance Data by Time Period & Team
Ask Dot to present filtered sales data.
Monitor Performance in Real Time
Ask Dot for real-time performance updates.
Track Commissions Earned by Date Range
Ask Dot to present commissions data by date.
Dedicated Performance Management Dashboard
Rewards and Recognition Communications
Ask Dot to run sales contests.
Create Sales Contests
Ask Dot to create sales contests.
Define Eligibility, Win Criteria, and Rewards
Ask Dot to set contest parameters.
Track and Monitor Contest Progress
Ask Dot to present the progress of contests.
Establish Themed Clubs with Rules
Ask Dot to suggest and create themed clubs.
Access Contest Dashboard
Separate Card for Each Contest
Group and View Contests by Categories
Participate in and Exit Clubs
Agent Onboarding
Ask Dot to talk to and onboard agents.
Add and Modify Recruitment Leads
Ask Dot to create, manage recruitment leads.
Manage & Supervise Recruitment Activities
Ask Dot to manage and show data on activities.
Onboard Agents with Online Forms and Document Upload
Ask Dot to onboard candidates.
Monitor Agent Training Schedule and License Status
Ask Dot to share agent training updates.
Show and Distribute Content to Candidates
Ask Dot to share content with candidates.
Get Daily Reports
Ask Dot for custom reports.
Customer Onboarding
Ask Dot to assist with customer onboarding.
Generate & Share Tailored Quotes Instantly
Ask Dot to create and share customized quotes.
Upload Documents
Ask Dot to work with clients for doc upload.
Document OCR
Ask Dot to conduct OCR/extraction.
Quality Check for Data & Documents
Ask Dot to quality check data and docs.
Share & Generate Payment Links via Email/SMS
Ask Dot to generate and share payment links.
Generate Proposal PDF with Details of Benefits
Have Dot create and share proposal files.
Know the TAT for Each Application Stage
Ask Dot to present and analyze TAT data.
Search for a Single Application
Have Dot retrieve details on applications.
100% Digitized Application Form
Configure Rules & Stages For All Your Forms
Payment Gateway Integration For Online Payment
Dashboard To View All Applications
Customers, Renewal & Upselling Management
Ask Dot to handle renewals and upselling.
Assign Customers to Relationship Managers
Have Dot assign clients to RMs.
Directly Call Customers via App
Ask Dot to reach out to customers.
Intelligent Product Recommendations For Cross-Selling & Up-Selling
Ask Dot to recommend add-ons for upselling.
Track Active Customers and Upcoming Renewals
Ask Dot about upcoming renewals.
Schedule Events/Tasks for Customers
Ask Dot to schedule events and tasks.
Add Upcoming Renewals as Leads
Ask Dot to add renewable clients as leads.
Search Clients by Name, Contact, Renewal Date
Have Dot retrieve specific client data
Bulk Upload Customer Details
My Customers' Dashboard for Reps
Detailed View for Each Customer
Business-to-Customer (B2C) Platform Management
Clients can ask Dot to log requests and tasks.
Access to Personal and Policy Details
Clients can ask Dot about their policy(s).
Customers Can Log Service Requests
Clients can ask Dot to log service requests.
Customers Can Track Service Request Status
Clients can ask Dot for service updates.
Live Chat Support
Clients can chat with Dot for any issue.
Premium and Benefit Calculators
Clients can use Dot for calculations.
Online Application and Document Upload
Clients can upload data/docs through Dot.
Convenient Payment of Premiums
Clients can pay premiums through Dot.
Claim Filing with Form Filing and File Upload
Clients can ask Dot to file a claim.
Resource Center for Content Consumption by Customers
Clients can ask Dot for content on products.
Web and Mobile App Customer Login
Personalized Dashboard for Each Customer
Distribution Channel Management
Ask Dot to manage distribution channels.
Manage Agents, Brokers, Bancassurance, and Online Sales
Ask Dot to assist with structure creation.
Download Tailored Reports
Ask Dot to share custom reports.
Establish Sales Channels
Assign User Roles
Configure Roles, Designations, and Hierarchies for Each Channel
Specialized Products for Brokers and Bancassurance
Define Geographical Zones
User and Business Structure Management
Ask Dot to manage user and structure settings.
Retrieve Consolidated Reports
Ask Dot to generate and share reports.
Dispatch Notifications to User Groups
Ask Dot to dispatch notifications to groups.
Add/Modify/Delete Users
Configure User Access Control
Establish Sales Channels
Assign Users to Business Structure
Specify Geographical Zones
Administer Content
Upload Content/Data across Modules
Define Business Structure: Designations and Hierarchy
Dynamic Notifications
Ask Dot to send notifications.
Rule-based Notifications for Users
Alerts Per Role, Designation, and Hierarchy
SMS, Email, and Push Alerts
Admin can Broadcast Messages to All Users
Rule-Based Notifications for Customers

Reasons to Implement Salesdrive

Image representing salesdrive elements:
1. Opportunities.
2. Lead card.
3. Successfully lead onboarding.
Shorten your Sales Cycle
Effortlessly Manage Sales Funnel
Get 100% Sales Ops Visibility
Single App for All Sales Functions
Enhance Human Productivity
Customizable and Configurable
90% Straight-Through Process
Robust Data Security and Privacy
Seamless Data Flow & Third-Party Integrations
No-code Changes for Business Team Agility

How Our Customers Are Growing Using Our Products

We placed our faith on iorta to deliver a bespoke lead management system for our newly launched direct marketing channel. They also extended their services to co-drive the platform's adoption by defining clear training and feedback loops.
Shashank Chapekar
Chief Distribution Officer, Manipal Cigna Health Insurance
We manage business opportunities and renewal collection processes across channels using Salesdrive from iorta. This has also helped us transition from a digital-focused to a digital-first enterprise.
Anup Seth
Chief Retail Officer, Edelweiss Tokio Life Insurance (ETLI)

Reasons to Implement Salesdrive

Find out how we empower top insurance and financial firms across India and APAC to transform their sales function through innovative digitalization!

Lets connect and explore.Contact us for scheduling a quick demo.

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