Assenta Sales - AI-Driven Sales Management Software

Assenta Sales – Transforming Sales Management with AI and Machine Learning

Assenta Sales is an AI-driven platform designed to optimize every stage of the retail sales process in financial institutions. It empowers teams with real-time insights, automated workflows, and intelligent decision-making tools.

Drive productivity, monitor performance, and stay ahead of targets with a system built to transform how financial products are sold and managed—efficiently, intelligently, and at scale.

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Monthly Sales Target and Achieved

Core Features of Assenta Sales

Eligibility Check & Intelligent Product Recommendation

Assenta Sales transforms the way sales teams in financial institutions approach customer engagement by enabling real-time eligibility checks . As soon as customer data is entered, the system instantly evaluates eligibility based on predefined credit policies, income, obligations, and other key parameters—eliminating delays and guesswork. This empowers your front-line sales staff to offer accurate information on the spot, improving customer trust, reducing turnaround time, and enhancing the overall sales experience.

Alongside real-time evaluation, Assenta uses Intelligent Product Recommendation to offer suitable alternatives when customers don't qualify for a particular product. This ensures that every customer interaction has a higher potential for conversion, turning rejections into new opportunities. The outcome is better resource utilization, increased approval rates, and improved productivity per sales agent. By aligning product offerings with customer profiles in real time, Assenta drives strategic growth while maintaining full compliance with internal policies.

Assenta Sales Eligibility Check Interface

Sales Gamification

Assenta Sales introduces a powerful gamification engine that turns day-to-day sales operations into an engaging, competitive experience. Sales targets and achievements are calculated based on a dynamic points system, where each product is assigned points according to predefined parameters—such as product type, profitability, card variants, loan categories, and more. This ensures the sales team is not just chasing volume, but also aligned with the bank’s strategic priorities. Leaderboards, daily rankings, and achievement badges are updated in real time, boosting motivation and encouraging consistent performance across all levels.

For sales leadership and senior management, this gamified approach offers clear visibility into individual and team contributions, performance gaps, and high-potential opportunities. By aligning point-based incentives with business goals, banks can drive focus toward high-value products and campaigns. The result is a more energetic, goal-driven sales culture that enhances productivity, improves target achievement, and reduces attrition—all while making performance tracking more transparent and actionable.

Sales Force Automation

Assenta Sales streamlines the full sales journey with end-to-end automation—from customer onboarding to follow-ups and closures. It supports multi-product sales teams, allowing teams to track and achieve product-specific targets across loans, cards, and other financial offerings. With workflow-driven activity management, sales tasks, document collection, and approvals are auto-assigned and monitored in real time.

The system supports multi-level team structures, enabling regional, branch, and team-wise performance tracking. It also includes dedicated features for telesales, follow-ups, and back-office coordination, ensuring seamless collaboration across departments. Managers benefit from complete visibility into sales pipelines, activity timelines, and team KPIs—helping drive efficiency and faster decision-making.

Assenta’s Salesforce Automation empowers sales teams of all sizes with structure, scalability, and seamless coordination. By unifying field, tele, and back-office functions on a single platform, it ensures every sales activity is tracked, aligned, and executed with maximum efficiency and control.

Inbound & Outbound Telesales

Assenta Sales features a robust Tele Sales module that manages both inbound and outbound sales calls with ease. Powered by AI-driven insights, agents receive real-time customer eligibility and product recommendations, enabling faster, more personalized conversations. Whether responding to inquiries or running outbound campaigns, the system helps teams engage efficiently and convert more leads.

It supports referral tracking, call scheduling, and conversion tracking — ensuring no opportunity is missed. Campaigns can be assigned based on product type, region, or language preference, while AI-based data allocation connects customers with the right agents. Supervisors gain visibility through real-time dashboards that display agent productivity, call outcomes, and conversion rates.

Seamlessly integrated with field sales and back-office workflows, the Tele Sales module ensures smooth handoffs and end-to-end visibility. It supports integration with leading telephone systems like Cisco and Avaya, enabling automated call management and call recording. With Assenta, tele sales becomes a strategic channel that enhances engagement, accelerates conversions, and boosts overall sales performance.

Live Dashboards & Business Intelligence

Assenta Sales provides intuitive live dashboards that give sales leaders real-time visibility into team performance, application status, and product-wise achievements. From top-performing branches to individual sales metrics, every detail is just a click away. Managers can access sales performance history for any past period, enabling deep analysis of trends, seasonal patterns, and campaign effectiveness—without relying on manual reports.

Beyond tracking, Assenta leverages AI-powered sales forecasting to predict future performance based on historical data, pipeline strength, and market behavior. These forecasts help sales heads and executives plan targets, allocate resources, and adjust strategies proactively. With a unified view of live data and predictive insights, decision-makers gain the clarity and control needed to drive consistent, data-driven growth across their sales organization.

Data Privacy and Consent Compliance

Assenta Sales is engineered to align with Personal Data Protection Law (PDPL) standards, ensuring data security, privacy, and compliance at every stage. From consent-based access to encrypted data handling and audit-ready activity logs, Assenta helps financial institutions maintain regulatory integrity while managing sensitive customer information with confidence.

Performance Metrics with Assenta Sales

Profit Growth & Revenue Impact

Streamlined operations and improved workflows reduced costs and boosted productivity, driving profit growth. Increased conversions from new applications and cross-selling efforts led to higher revenue and sustained business expansion.

Time Efficiency

60+ minutes saved /agent /day

Cost Savings

50% decrease in non-sales operational headcount

Revenue Growth

50%

30% Increased new apps sourcing

50% Increased Topup and cross selling

Benefits

Faster Sales Closures

Assenta speeds up approvals with real-time eligibility checks, reducing bottlenecks and manual interventions.

Higher Revenue per Customer

Boosts sales through product recommendations, top-up offers, and campaign-based approvals — increasing wallet share.

Streamlined Sales Operations

Eliminates multiple Excel files and manual processes with end-to-end automation and centralized data tracking.

Improved Sales Team Productivity

Salesforce automation, telesales tools, and gamification drive performance, accountability, and motivation.

Better Customer Experience

Quick approvals, targeted offers, and proactive notifications create a smooth and professional sales journey.

Actionable Insights & Forecasts

Live dashboards and AI-powered forecasting equip managers with data to optimize performance and plan effectively.

Ready to Transform Direct Sales Teams ?

Go beyond traditional CRM—manage sales pipelines, product targets, team performance, and approvals in one intelligent, end-to-end platform.

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