Build a highly productive field workforce

Run your entire field operations from miles away

 Multiple industries
One single mobility platform to manage the complete field sales operations

Banking Insurance Education Retailers Pharmaceutical

Real Estate Manufacturing

 Increase the efficiency of ALL your feet-on-street teams
Fit LeadSquared right into your business process

Field Sales Verification Collections Bancassurance DSAs

 Get 70% higher productivity from your FOS teams
How does LeadSquared help?

Day & route planner for Next meeting AI-powered cross-sell Auto-allocation of leads
field agents recommendation / upsell signals based on agents’ PIN codes

Geo-tracking of field Complete view of possible Real-time views & reports

workforce meetings in the proximity for sales supervisors
1 Auto-plan agents’ daily
schedule

Always know what to do next

• Meetings in order of priority

• Best route to follow

• Goals for the day.

2 Track everything your
agents do

Don’t let your teams slack

• Auto check-ins for agents

• Real-time geo-tracking to validate meetings

• Geo-fencing, so that no meeting is

misrepresented ever again (Activity won’t get
posted till the agent reaches the meeting
location)

• Track all conversations & activities – calls, SMSs,

emails, meetings etc.
3 Help them identify possible
meetings in proximity

Get more meetings out of every trip

Increase your teams' productivity by auto-

identifying & displaying all their leads in proximity
and possible meetings near their current location.
4 Auto-capture all lead
activities & conversations

Always know the context before each meeting

Give your teams everything they need for a

productive meeting within their app. All past
interactions including call recordings, text
messages, emails & activities are recorded.

Never let your team attend a single meeting under-

prepared.
5

Auto-allocate leads and tasks

Allocate leads based on advanced distribution logic:

• PIN codes (agent location)

• Agent performance

• Product type

• Agent availability

• And much more…

6 Give real-time action
recommendations to your reps

Inform your reps of unplanned important tasks

Improve productivity of your teams & reps by giving

them real-time recommendations of what to do
next. For instance, if they get assigned a new lead
or activity in their proximity, suggest them to add
that as their next task.
7 Speed up + Power up your document collection processes
Collaborate with all your teams with a single solution. Allow your collections team to directly upload the
documents from the mobile app, while notifying the verification team of the same.

DOCUMENT SENT ID Documents DOCUMENT RECEIVED

Other Documents
VERIFIED AND APPROVED APPROVAL SUCCESSFUL

Geo-tagging
Salesperson meets the Verification team gets the
prospect and uploads Bank Towers documents in LeadSquared
documents Commissariat Road and checks eligibility
Ground Floor
Bangalore 560025
8 Automatically detect fake
locations

Never allow misrepresentation of activities & meetings

Make sure that the sales or verification meeting

actually happened by using geo-tagging & geo-
fencing. Misrepresentations of meetings is a thing
of the past!
9

Cross-sell & Upsell on the go

Enable your reps to sell more & increase your average CLV

At every meeting, the system can use the customer

or prospects' past data to identify cross-sell / upsell
opportunities, and give real-time action
recommendations to the rep.
10 Get complete performance
reports

Insights to move from hindsight to foresight

Get all the key insights into your field teams'

performance, including the meetings done,
branches visited, distance travelled, completed &
pending task summary, location history & much
more. Dashboards for different users, teams &
hierarchy levels are completely customizable.
11 Location history tracking for your field workforce
Complete geo-reporting of your teams' meetings & tasks. Know the meetings attended, distance travelled, routes
followed & even the locations of each individual meeting.
 Seamlessly integrate your internal applications and third party systems with LeadSquared.
For more check: apidocs.leadsquared.com

Built for high-volume, high-velocity sales teams

Completely customizable Works offline Optimal data/batter usage iOS & Android compatible

Get in touch:
sales@leadsquared.com
+91 90191.72733