SalesKey – What is it?

Application that helps Sales/service reps, brokers, merchants access core systems (CRM, loan origination system, policy origination system, inventory & order management system etc.) natively from within ANY messaging app.

SalesKey Connects ANY Core System with ANY Messaging App

Thus, enabling your sales agents, service reps, brokers, merchants to access core systems while chatting with customers on ANY messaging app

Connects ANY core system

with

A “Messaging-first” CRM and Core Systems’ extension that works inside ALL messaging apps

User Functionalities - What can a user do?

While chatting with a Customer on ANY messaging app, a Sales / Service Agent can do the following.

Access customer list, info & customer 360°
Create new customer, prospect or lead
Create or update service requests
Securely connect with customers
Share documents, brochures, catalogue, forms
Exchange documents with customers for e-signature
Receive and review customer submissions
Access product inventory and initiate / close transactions
Use Cases (Sector-wise)
Financial services – Agents / Advisors

Onboard, acquire, perform KYC of customers for banking, insurance products through ANY messaging app

E-Commerce Merchants

Assist customers in performing complete set of e-commerce transactions such as product selection, order form, payment inside ANY messaging app.

Real Estate Agents/ Advisors

Enable Real Estate agents to access listings, manage appointments, share booking forms, contract templates and e-sign documents over ANY messaging app

Core Features – The SalesKey Advantage
Works inside ANY messaging app

SalesKey is secure and compliant with enterprise grade security offering comprehensive trail of auditable events.

Mobile-first & Always ON

SalesKey is secure and compliant with enterprise grade security offering comprehensive trail of auditable events.

Easy access to core systems (e.g. CRM) from ANY messaging app

SalesKey is secure and compliant with enterprise grade security offering comprehensive trail of auditable events.

Secure, compliant with full audit logs

SalesKey is secure and compliant with enterprise grade security offering comprehensive trail of auditable events.

White-label SDK with Open Architecture

SalesKey is secure and compliant with enterprise grade security offering comprehensive trail of auditable events.

White-label SDK with Open Architecture

SalesKey is secure and compliant with enterprise grade security offering comprehensive trail of auditable events.

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