miFIN™ Lead Management

miFIN™ Lead Management

miFIN™ Lead Management software empowers your sales force to track leads effectively, across channels, and throughout the lead lifecycle, from lead generation to nurturing to conversion. miFIN™ modules are designed to capture all lead data, from demographics and occupational details, to the financial products they use, and the kind of financial services they require in the future. This is supported by a strong rule based eligibility engine to empower sales team to effectively respond to customers resulting in better and quick conversions.

Business Benefits

miFIN™ Lead Management software gives you the ability to handle a large volume of leads, across channels

Improved throughput

Real-time dashboards and system driven reminders make sure that your sales team has all relevant information at their fingertips, at all times. Teams are able to allocate, refer and escalate leads to the right sales person, at the right time, leading to faster closures.

Improved sales productivity

miFIN™’s powerful eligibility engine roots out non-eligible cases at the lead stage, saving time and improving conversion rates at the post application login state. It also give you a lead management software that throws up matching products as per customer requirements and eligibility.

Improved conversion rates

A standardized, integrated system helps get a single view of the performance of your sales teams, giving you insights, maintaining accountability, and eliminating any process deviations.

Better tracking and performance management

Why miFIN™ Lead Management

Efficient lead nurturing

Every aspect of the process, from tracking the lead through the sales funnels, to scheduling appointments and maintaining communication history, is system driven. No customer touch point, be it a mail, a call, or a reminder, is missed or forgotten.

Eligibility calculation

Ability to define eligibility rules based on customer demographics, constitution, product type, various income parameters.

Manage Do Not Disturb contacts better

With the ability to upload incremental DND lists, and a scrub of new and existing records against the list, you can ensure that your sales force is on the right side of compliance.

The Product Highlights

Multiple modes of lead generation – through user interface, bulk uploads, express lead generation

Advance search and personalized filters to define your customized approach using multiple personalized worklists

Eligibility Rule Engine running on multiple parameters to define customer eligibility across different product lines

Lead Categorisation to define Queues based multiple parameters and business focus

Rule-based auto-allocation and case level manual allocation along with scheduling and tracking calls & appointments with alerts and reminders

Exposes web service API to interface with third-party channels like websites, applications etc

Deduplication against existing leads to auto-populate data elements

Real time mobility module enables sales team to be more with the customers rather than at office updating their work

Clients Speak

What client say about us?

If there is anyone I have come across who understands lending business as good as they understand technology, it has to be Qualtech. And this reflects ...

Sandeep Gambhir

MD & CEO - ORIX Auto Infrastructure

We rely on Qualtech to provide expertise to deliver a custom designed team/organization order management solution hosted on Cloud ...

Rich Bowman

C.T.A - Teamuniformorders

We would like to thank Team miFIN™ for the herculean task of migrating out of our legacy system. The challenges were plenty – limited documentation of ...