Finance and Insurance

Finance and Insurance

Sale Force Automation

Provide your sales reps with mobile technology that enhances the sales process and product registration. With Sevenminds, you obtain a sales force automation solution that enables your organization to receive daily information from the commercial team through mobile devices such as Android, Iphone, Ipad or Blackberry, or through any device connected to the Web.

Sevenminds is the salesforce automation software that improves the work of the sales and marketing team, making their time with the customer more effective, hence increasing their results and service level.
How it works…

Automatización Fuerza de Ventas

Store Check

Have real-time control over your office branch maintenance needs. Enhance the process to handle requests and tasks within your maintenance operation. Sevenminds is the field team automation software solution that enables to capture and report from field information related to technical activities such as site progress, refurbishments, repair works, equipment control and support tasks, among others

Esta solución de movilidad para equipos de campo está optimizada para PDA´s, laptops, tablets y múltiples dispositivos móviles, donde el personal encontrará la programación de sus actividades y los formularios de registro del resultado de cada una de ellas, eliminando el envío y tabulación de planillas en papel.

This mobility solution for field teams is optimized to work with PDAs, laptops, tablets and other multiple mobile devices, where the staff will find their daily activities list and the online forms to register their results, eliminating the cumbersome use and management of paper forms. This data capture software, enables you to report on all matters related to your advertising setup within each office branch. You can verify online the adequate and timely installation of marketing banners, displays and other material throughout the branch, as well as its current status, ensuring the effectiveness of your communication strategy on your points of presence.
How it works…






Store Check

Branding and Events

Have real-time building of potential customer databases during your events. Sevenminds is a software solution for mobile devices and tablets that enables your promotion team to capture data from contacts made during events within and out of your points of presence.

Our mobile technology solution enables you to build contact databases, do real-time surveys, evaluate customer perception of your products and services, and measure the impact of marketing events on your customers.
How it works…

Branding and Events

Surveys and Contact Management

Enhance the way you collect information from new customers. With Sevenminds, your team can instantly capture information from new cardholders, takers of insurance policies and other new customers, using mobile devices such as Android, Iphone, Ipad and Blackberry, or any device connected to the Web.
How it works…

Surveys and Contact Management

Business Intelligence

Better and up to date information for enhanced decision-making within financial and insurance companies companies.

Your company will be able to automate periodic reports that actually make your work team waste a lot of productive time in their elaboration. With Sevenminds business intelligence solution, your company can have online access to the daily key performance indicators and to all historic reporting.
How it works…

Business Intelligence
iPhone
Android
iPad

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