Singlife SRM

iPad / Finance

Gratuit

Obtenir sur l'App Store

Affinity's Sales Relationship Management (SRM) helps our financial advisers and manager and track their self-generated and Singlife-assigned leads.

Key Features:
1. User self-generated prospect
2. Personalized dashboard overview of user existing prospects’ status
3. Call Prospect
4. SMS/Email Prospect
5. Schedule meetings and calendar view for the user’s schedule.
6. Prospect status update
7. Comprehensive information of prospect details, history of each call/sms/email and schedule with given feedback on each.
8. Integration with eFNA to complete needs analysis of prospect.

Requirements for use:
• Apple iPad with iOS 13.0 (or higher) installed
• WIFI or 3G/4G data connection
• Only advisers and supervisors who are existing users of the Singlife Online portal are able to log in and use this app.

En voir plus...

Quoi de neuf dans la dernière version ?

Minor Bug Fixes.