Set up and your sales campaigns. Assign agents to specific campaigns and monitor performance using KPI targets.
All system functionality available from one single web portal. No software to install.
Receive leads via bulk uploads or via API. All lead data made available for configured campaigns, and pulled into new sales process to eliminate re-capturing info
We have countless validation configurations available to match all product house validation rules. Improve data capturing quality and improve conversion rates
By default all captured sales will first have to pass a quality check step before being released to the product house
Key metrics always visible on role-based dashboards. This ensures every stakeholder will only see what matters to them.
Merge lead data directly into custom call script to guide agents through sales process and ensure single, consistent and compliant sales conversations.
Platform has built in MFT capability to exchange files securely with product houses that use files as data exchange mechanism
Hosting option to match your budget and business profile. From shared cloud based hosting, to on-premise hosting for enterprise clients
Various support options available, ranging from electronic support to dedicated account manager.
The platform was built with developers in mind - so adding new products and integrations has become a simple development workflow we are super comfortable with
On a product level configure benefits, rates, data lookups, custom fields, business rules, internal and external codes.
Configure KPIs on campaign level and show agent targets in real time. Track by volume or offer value (for example average premium)
At any point in the new business process, "hand off" capturing to client via his own mobile device or browser.
Request digital signature via a mobile device to confirm terms, or indicate an opt in. Completely customizable based on your workflow
The web portal is 100% white labeled. You can customize it to match your company identity. Even emails sent from the platform will use your logo and colors.
Most product houses expose new business APIs. Our platform esily integrates with these, and proivde developers on both sides access to full API audit trails if required.
TSF also includes access to poluar 3rd party APIs for easy use in worklflows (address validations, bank account verifications etc)
"I have been working with the team at TheSalesFactory since 2013 delivering various combined solutions to the industry. I have found their work to be of the highest standard and their knowledge of the financial services industry to be second to none"
"The system is very stable and we have been experiencing very minimal down time over the last year. TSF comes with value-ads like real time dashboard monitoring which helps when you are out on the road or attending meetings. Just a thank you from us here at MarketSA and I am sure we will have many fruitfull years to come"
"TSF is a great company to work with, always on the ground making sure that our operations together with our partners are running smooth, I would recommend it to anyone in the insurance industry"
ASK Building, 32 Main road, Kleinmond, Western Cape, South Africa
Heinz
+27 071 604 3605