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Insurance and Finance Industry

Developed to Increase Sales for Insurance, OTC, and Pharmaceutical Companies. Whether your field sales team manages channels through regular visits or handles opportunities, Ekmob enhances your performance with real-time activity tracking and customer management. Fast, Reliable, and Robust.

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Over 5000 Field Sales Teams Close More Sales Faster

References from the Insurance and Finance Sectors
References from the Insurance and Finance Sectors
References from the Insurance and Finance Sectors

Insurance and Finance Sectors

Manage Your Consultants, Dealers, Agencies, Business Partners, and Contracted Institutions on a Single Platform.

Keep Corporate Memory Up to Date

Ensure that your consultants exhibit the highest performance in both planned and drop-in visits. Get to know your customers with notes taken and forms filled out during the visit. View all data about your customers with one click. Determine customer specific fields, determine the parameters you want to see about companies and filter them. Access training, search, visit and production information in 20 seconds. Set a conclusion and schedule at the end of the customer visit, do not miss any points. Increase your portfolio dominance and customer satisfaction.

Increase Sales with Instant Data

Prepare your own special forms and fill out these forms during customer visits. Collect all data in a reportable infrastructure. Create forms such as Customer Interview Form, Reference Form, Sales Declaration Form, Customer Satisfaction Form and manage the field instantly. Analyze the impact of your campaigns on production. Reduce daily tasks with meaningful reports and get rid of the workload that reduces productivity. Just focus on sales!

Are you ready to take your sales team to the next level?

    Özgür İnanç
    Özgür İnanç

    Cerean Enerji – Board Member

    “I recommend that every company with concerns like ‘Is it possible to manage a sales team in a different city from Istanbul? Will this lead to inefficient operations?’ should explore the solutions offered by Ekmob SFA.”