Prominent Bank Facilitates Seamless Merchant Acquisition With Dista

Value Delivered

Improved
sale of POS machines
Increase
in lead actioning TAT
Higher
lead conversion rate
Insights
into cost vs. sales efficiency for different areas/branches

Background

One of the leading banks in India was looking for a system to streamline its merchant acquisition business unit. It wanted to increase the sale of its point-of-sale (POS) machines, improve portfolio management, and enhance service request offering for a better merchant experience.

Challenges

The bank was looking for a better system to identify potential customers and have actionable insights on leads. The existing disposition collection process failed to capture customer details regarding the current account, barcodes of the POS machines, and more. Supervisors needed more visibility on field sales officers and a way to monitor their productivity.

Solution

  • The Dista Sales app allowed executives to target high potential areas and small and medium businesses (SMB) to enhance sales coverage for POS machines.

  • With the Service app, agents had instant access to merchant details that helped them offer timely service and maintenance for the machines.

  • By leveraging the web console, managers received crucial lead insights and could manually assign and reassign leads to the executive. They also got real-time visibility on sales agents and their visits.

  • Crucial insights into the nature and volume of POS machine transactions helped managers find gaps and improve performance.

  • Our system offered multiple dashboards for lead lifecycle, audit trails, POS machine transaction summaries, regional performance, and more.

Highlights

  • Dedicated apps helped managers and agents complete their tasks effectively and efficiently on the go

  • Gamification and leaderboard boosted sales teams’ productivity and performance

  • Sales executives captured lead disposition on the go and facilitated up-sell and cross-sell opportunities

  • They were also able to log merchant conversions via the app
See How Enterprises Leverage Location Intelligence with Dista
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ICICI Home Finance

“Dista Service helped us with field investigation of our prospects as well as loan servicing for customers. Over 10K users are using the app to get real-time updates on their loan status, raise queries, respond to queries and more.”

Sandeep Gambhir

Sandeep Gambhir

Head - Digitalisation & Marketing, ICICI Home Finance

CMS

“With Dista’s AI-enabled location intelligence platform, CMS provided seamless, faster, safer, and hassle-free doorstep cash transportation service. There was an increase in agent productivity while a reduction in cash movement overheads with the right-sizing of custodians and vans.”

Rohit Kilam

Rohit Kilam

CTO, CMS Info Systems