Add force in your field force and sales frontline by leveraging BitNudge for Sales; A platform that combines the best of activity management, sales automation, and behavioral science

Add force in your field force and sales frontline by leveraging BitNudge for Sales; A platform that combines the best of activity management, sales automation, and behavioral science

BitNudge for Sales, brings the combination of best practices in sales management and latest digital toolkit to your sales force with an end-goal of improving the productivity of the Frontline. BitNudge leverages innovative concepts from Behavioural science such as gamification and Lead management such as daily sales and activity management in the context of productivity management along with an effective micro-learning platform. BitNudge Sales Acceleration Platform is powered by several high-voltage functionalities.

Sales Activity and Lead Management

BitNudge for Sales is designed to accelerate the productivity of the sales force — be it a direct sales agent, a sales officer in a branch, a telesales agent or a Relationship Manager. The platform is particularly custom-tuned for the Financial Services industry

The secret sauce of BitNudge Sales Acceleration platform lies at its meticulous tracking of sales activities — e.g., number of leads/ opportunities created by a sales executive, number of customer calls, client meetings, and proposal submissions. BitNudge captures all the critical sales activities along with the sales funnel to create transparency in performance management and identify areas of opportunities along the sales journey.

The activity management module is designed keeping the Frontline in mind, in other words, it is designed for adoption. As an illustration, the Sales Activity Management module captures sales activities like client calls, documents/ proposals shared in an automated manner — thus eliminating or minimizing the effort required by the Frontline to enter sales activities manually.

The platform comes with a fully customizable lead/ opportunity management module that allows opportunity creation, allocation, progression, lead calendarization, notifications, and smart alerts.

The activity management module is designed keeping the Frontline in mind, in other words, it is designed for adoption. As an illustration, the Sales Activity Management module captures sales activities like client calls, documents/ proposals shared in an automated manner — thus eliminating or minimizing the effort required by the Frontline to enter sales activities manually.

The platform comes with a fully customizable lead/ opportunity management module that allows opportunity creation, allocation, progression, lead calendarization, notifications, and smart alerts.

Performance Management

Performance Management is the heart of BitNudge Sales Acceleration Platform. BitNudge is built on a strong activity-driven performance management approach. BitNudge tracks a comprehensive set of key activity indicators (KAls) and not just output indicators (e.g., sales quota achievement). Put simply, the magic formula that the BitNudge Performance Management Engine is built on i.e.:

More activities means more results e.g., more sales calls lead to more sales

Managing activities means managing sales

BitNudge features a built-in Planning Engine — GamePlan, that allows every user in the sales hierarchy to create and monitor performance plans (goal-setting) for ‘self’ and ‘direct’ reports. The application notifies users of their likelihood to achieve their goals on the basis of their activity rates in the past and conversion ratios (from activities to output).

BitNudge Sales Acceleration Platform serves as a one-stop-app for the Sales agents providing a (Near) Real-Time Performance Management view as well as automation of incentives and compensation calculations (as per the organization’s incentive framework).

BitNudge features a built-in Planning Engine — GamePlan, that allows every user in the sales hierarchy to create and monitor performance plans (goal-setting) for ‘self’ and ‘direct’ reports. The application notifies users of their likelihood to achieve their goals on the basis of their activity rates in the past and conversion ratios (from activities to output).

BitNudge Sales Acceleration Platform serves as a one-stop-app for the Sales agents providing a (Near) Real-Time Performance Management view as well as automation of incentives and compensation calculations (as per the organization’s incentive framework).

Gamification

Majority of sales and performance acceleration platforms fail dramatically upon implementation. User adoption is the oxygen that makes all the difference between success and abject failure.

A core feature of BitNudge for Sales is the Gamification engine. The Gamification engine in BitNudge for Sales brings answer to the key question that every sales frontline asks — why should I use this platform. The answer to the question goes beyond functional / procedural reasons into emotional factors (motivation) — which is precisely the dimension that Gamification engine within BitNudge addresses. Through its powerful array of Game mechanics around points, badges, leaderboards, flags and social, the Gamification Engine in BitNudge for Sales motivates the user to accelerate daily sales activities (e.g., sales calls, lead creation, customer management, closing a service ticket etc.) thus driving competition and overall performance uplift.

Recommendation Engine

BitNudge for Sales gives pointed intelligence to every sales agent about what sales actions to take. where to focus (i.e., which customers / leads) and what performance goals to pursue. Recommendations acts as data-driven nudges that can guide a User towards the path of improved performance.

BitNudge has a built in recommendation engine capable of delivering intelligence and nudges on several dimensions. For example, the recommendation engine can recommend a sales agent to cross-sell a particular product to a customer based on rule-based intelligence or machine learning models.

Recommendation Engine

BitNudge for Sales gives pointed intelligence to every sales agent about what sales actions to take. where to focus (i.e., which customers / leads) and what performance goals to pursue. Recommendations acts as data-driven nudges that can guide a User towards the path of improved performance.

BitNudge has a built in recommendation engine capable of delivering intelligence and nudges on several dimensions. For example, the recommendation engine can recommend a sales agent to cross-sell a particular product to a customer based on rule-based intelligence or machine learning models.

Intelligent lead allocation

Like most sales management platforms, BitNudge for Sales has a built-in lead management module. However, a key differentiator, in BitNudge is its built-in intelligence around lead or opportunity management.

The platform, as required, makes use of a custom-built analytics engine for lead scoring and lead allocation. The intelligence in the system can not only prioritize the leads/ opportunities but also matches open leads with sales agents with the highest probability of closing the lead.

Learning management –

BitNudge platform can be leveraged for creating need-based capability building journeys for the employees. BitNudge hosts a customizable micro-learning platform that engages the users in a gamified learning experience.

Learning points can be awarded to the users and can be translated to performance management metrics.

BitNudge can also recommend learning needs on the basis of user’s performance i.e. if the sales activities of the user are high but the conversion ratio is low consistently then BitNudge recommends that the user requires a training for improving the sales conversion ratio

Sales process digitization –

Improve the efficiency of sales force by leveraging the latest technology to fulfill the tasks and enable the sales force to focus on pushing sales.

BitNudge hosts a suite of bespoke solutions to improve sales efficiency including —

Digital customer onboarding solution — enable customers to provide the application information in a guided flow as configured by the client

Smart card reader — enable the sales force to extract customer information from the smart card (such as National ID card) and auto-fill forms and eliminate the time and manual errors involved in manual data entry

Card scanning — sales force can be empowered to scan a customer's documents such as salary certificate, bank account, passport and other documents and extract desired data fields using OCR technology

Sales process digitization –

Improve the efficiency of sales force by leveraging the latest technology to fulfill the tasks and enable the sales force to focus on pushing sales.

BitNudge hosts a suite of bespoke solutions to improve sales efficiency including —

Digital customer onboarding solution — enable customers to provide the application information in a guided flow as configured by the client

Smart card reader — enable the sales force to extract customer information from the smart card (such as National ID card) and auto-fill forms and eliminate the time and manual errors involved in manual data entry

Card scanning — sales force can be empowered to scan a customer's documents such as salary certificate, bank account, passport and other documents and extract desired data fields using OCR technology

Voice enabled performance management –

Enable an ubiquitous medium such as voice for the users to interact with the application.

For frontline users — voice bot serves as a virtual assistant to obtain reminders and update sales activities in the activity management engine. For example, when the sales agent meets a new customer he can create a new lead in the system through voice command.

For Team Leaders and Senior Managers — voice bot serves as a MIS assistant; any report/ analysis is only a voice command away. Team Leaders and Senior Managers can also receive alerts and escalations through the voice bot and can take necessary interventions for bottom performers right from the Voice bot.

Keypad and Social Selling –

BitNudge custom mobile keypad enables sales agents to access key sales functionalities right from the keypad of the mobile phone.

During the interaction of the sales agent with the customer on any social networking application, the sales agent can —

Share pre-defined sales material with the customer including product brochure, onboarding forms etc.

Schedule meeting invite for the follow-up interaction with the customer

Create a new lead if the customer lead is not added in the system or if a new sales conversation is initiated with the customer

Keypad and Social Selling –

BitNudge custom mobile keypad enables sales agents to access key sales functionalities right from the keypad of the mobile phone.

During the interaction of the sales agent with the customer on any social networking application, the sales agent can —

Share pre-defined sales material with the customer including product brochure, onboarding forms etc.

Schedule meeting invite for the follow-up interaction with the customer

Create a new lead if the customer lead is not added in the system or if a new sales conversation is initiated with the customer

Geo-location tracking and geo-spatial analytics –

Track geo-location of the sales agents to generate advanced analytics including micro-markets analytics, geo-location based assignment of customer meetings to the sales agents etc.

Motivate the Direct sales agent to be more on the field rather than in the office by providing the analytics about the geo-locations with high sales opportunities.

Optimize route that the sale agent should take for his field meetings in the day.

Dynamically create geo-location based challenges for the agents and track agent’s activity during the challenge.

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