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

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 offers a mobile-first field management solution for construction. Features include Materials Management, Daily Work Tracking, Post-Construction, Design Management, Commercials Management, and Compliance. Everything in Steer is fully customizable, no coding required.  

Steer helps companies improve project profitability through enhanced visibility & control by going digital.​ Steer empowers on-site teams to access and share information in real-time with the head office and core systems.​ 

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.