NO CODE CASE STUDY: ASSET MANAGEMENT
Digitally transforming asset management product sales processes
First Metro Asset Management, Inc. (FAMI) uses Steer to build flexible digital solutions that fit the exact needs of the organization and accelerate effectiveness and productivity of asset management/financial product sales processes
Solution Overview
Name
Sales Lead Management
Development Time
Less than 1 month
Business Value
Visibility on leads
Time savings on manual data encoding
Functionality
App accessible by account managers and sales teams for lead monitoring
Like FAMI, digitally transform your sales processes fast and easy with Steer
KEY POINTS
> FAMI engages in the mutual fund business and promotes savings mobilization, and advocates investment literacy among Filipinos
> A key initiative for FAMI was to improve sales processes and to veer away from manual data encoding into spreadsheets that cause inefficiencies
> In a matter of days, FAMI was able to create their own lead management app for the sales team to use in tracking the progression of their leads
> This provided better visibility on leads and improved data accuracy and security
About Steer
Steer helps companies like yours transform the way you do business through ordering & fulfillment automation.
We envision a world where your customers love your brand because you provide them with seamless and pleasant experiences through 24/7 access to products and services and transparent & convenient payment. At the same time, our platform helps you achieve smooth-like-butter operations supported by reduced waste & costs, better scalability, and higher profitability.
Steer was created by the same team behind BlastAsia. Established in 2001, BlastAsia is one of the largest software product engineering companies in the Philippines and is a Microsoft Gold Partner for Application Development and Cloud Platform.