Sreenivas Gattu

Optimizing Distribution in Banking: The Future Of Sales Engagement

Distribution management in financial services refers to the sales of financial products across various distribution channels, such as on-roll agents, connectors, channel partners, and centrally

Trends Which Would Shape the Banking Sector in 2025

As we delve into 2025, the banking industry is already feeling the effects of technological advancements like generative AI, the digital banking revolution and government

Effective Distribution Management For Sales Teams

We all know what sales is, but how does one differentiate between a great and a not-so-great salesperson? For sales representatives, lead engagements are the

5 ways to improve and optimize your debt collection operations

5 Ways To Improve Your Debt Collection Operations

Effective debt collection is crucial for maintaining a healthy cash flow and financial stability in any business. However, the process can be riddled with challenges,

Agility in Strategic Solution Planning, Deployment and Execution

For frontline sales teams in banks and insurance firms, the ability to swiftly adapt to changing market conditions, customer demands, and regulatory requirements can make

Mobile CRM Sales Engagement Best Practices Integrations

Mobile CRM : Sales Engagement Best Practices and Integrations

For any successful business, a customer lies at the centerpiece and hence the efficient management of customer relationships is crucial for driving business growth. As

Transforming Retail Lending in Financial Institutions Via Deeply Integrated Onboarding Journeys

Customer onboarding and loan disbursement within banks and financial institutions is a pretty complex process because of the number of stakeholders and teams involved and

Measuring ROI: Metrics and Analytics in Sales Engagement

Understanding the return on investment (ROI) of sales engagement efforts is crucial for driving growth and optimizing strategies. As banks and insurance firms seek to

Revolutionizing Sales Engagement: The Power of ML-Based Lead Allocation and Scoring

As the industry, geography and markets change, so does the sales team and each salesperson’s style of engagement within the sales team. Now each of

Six Sales Engagement Tools That Help In Streamlining Sales Success

As the Financial Industry, geography and markets change, so does the sales team and an average salesperson’s experience. Having the right tools at their disposal

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Sreenivas Gattu