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All case studies Case Study · Insurance

NTUC Income Launches Mobile-Enabled Lead Management System (LMS) to Improve Sales Productivity

NTUC Income, a leading composite insurer in Singapore, wanted to improve its sales team productivity by providing an easy-to-use, intuitive, mobile-compatible Lead Management System (LMS). The company wanted a reliable and efficient LMS to gain insights into t

Start a similar project More case studies
Insurance
Industry
2022
Delivered
Mobile App
Focus
NTUC Income Launches Mobile-Enabled Lead Management System (LMS) to Improve Sales Productivity
Financial ServicesMobile App
01 The challenge

In Search of a Better Lead Management Solution

NTUC Income, a leading composite insurer in Singapore, wanted to improve its sales team productivity by providing an easy-to-use, intuitive, mobile-compatible Lead Management System (LMS). The company wanted a reliable and efficient LMS to gain insights into the sales pipeline to facilitate interventions for overall sales productivity improvements.
02 Our approach

mVerve Simplifies Lead Management for NTUC Sales Team

During the planning and requirement phase, mVerve worked closely with NTUC Income to understand the project’s scope. The mobile application should enable agents and managers in the sales team to collaborate efficiently. At the same time, the solution needed to help C-Suite gain visibility into the sales processes. From the initial discussions, the NTUC Income LMS had to incorporate the following features:

Login & Role Management

  • Support for SSO (Single Signon)
  • Integrated with Client’s AD/LDAP
  • Roles Assignment (Agent/Manager)

Dashboard Analytics

  • View Assigned Lead by Category
  • View Productivity
  • View Score Card

Call & Appointment

  • Call Script
  • Calling within the App
  • Set Reminders via SMS or Email

Notification & Reminder

  • Notify New Lead Assign
  • Pre Appointment Reminder
  • SLA Failure Reminder
  • Integrate with Native Calendars

Lead Management

  • Add New Lead
  • Search and Filter Leads
  • Update Lead
  • Expired Lead
03 In build

After the deployment architecture was in place, mVerve started developing user interactions for agents and managers.

Both agents and managers can log in to the system using SSO (Single Sign-On) authenticated against NTUC Income’s AD/LDAP. The agent Home Screen has Dashboard, Campaigns, Schedule, Deadline, and Search buttons at the bottom of the screen. The agent dashboard provides performance metrics for various assigned campaigns. Agents can schedule, check deadlines, and search for leads The search option provides filters to make the process faster. They can find leads in specific categories The manager’s Home Screen has Campaign and Agents buttons at the bottom of the screen. Managers can either navigate by campaigns like the agents or look into the performance of individual agents. Contact mVerve to find out more about the Lead Management System (LMS).
The outcome

Results that stuck.

Intuitive User Experience

Intuitive user experience (UX) reduced transition time to the new system.

Improved Productivity

Improved productivity of sales team due to optimized LMS solution.

Maximized Revenue

Maximized revenue generation opportunities for the whole organization.

In closing

Maximized revenue generation opportunities for the whole organization. The new and improved LMS mobile app has increased sales managers and agents to cooperate more effectively. Managers can track progress and roadblocks easily. Agents can operate more efficiently due to faster access to campaign and lead generation data. mVerve has developed a mobile-first Lead Management System to empower NTUC Income’s Sales Team to improve operations, work more collaboratively, and produce results faster.

“I have worked with mVerve on some of my projects and have found them to be professional and deliver results. I look forward to many more collaborations with them and would recommend them to anyone looking for a trusted partner.”
Skanda Adiga · Founder, InnvoReality

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