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
Sales Lead Management
Less than 1 month
Visibility on leads
Time savings on manual data encoding
App accessible by account managers and sales teams for lead monitoring
> 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
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.