The Importance of Sales Efficiency for a Bank

[AsaduzzamanFoysal]

The management of a bank specializing in B2B lending secured by real estate felt an acute problem with the sales department. Despite the fact that managers made many calls, the conversion left much to be desired. Shareholders expressed dissatisfaction, believing that managers were ineffective, and their calls lacked a system and did not lead to the desired result.

For a bank focused on long-term relationships with corporate clients, the effectiveness of the sales department was critical. Shareholder dissatisfaction caused by low conversion and chaotic work of managers could lead to serious consequences, including a change in management and a revision of the development strategy.


Clearly define your goals and objectives : what exactly do portugal mobile database you want to improve with SalesAI? This could be increasing conversion, improving service quality, optimizing the work of the sales department, etc. ( We described another case on this topic here )
Prepare your data : SalesAI requires data to work effectively. The more data you provide, the more accurate your analysis will be . We use call recordings as training data for the system.