Sales Strategy  |  Tech & Digital

A better dayfor the field.

Tech & Digital is focused on the few moments in a DSE's day that create the most friction.

  1. 01

    Know what I earn

    Where do I stand?

  2. 02

    Decide what to work

    Which lead first?

  3. 03

    Receive the lead

    How did it reach me?

  4. 04

    Meet the customer

    What was already discussed?

  5. 05

    Get help

    Where do I raise an issue?

Vivek Yadav  ·  Deputy Chief Manager – Tech & Digital, Direct Marketing
The portfolio in one view

From field friction to action

01Earnings

“Where do I stand, and why?”

Incentive update

Personalised performance and tentative incentive on WhatsApp

Built

Incentivate

A field view of incentive earnings and why I earned

Planned
02Leads

“What do I work, and how did it reach me?”

Lead prioritisation

LSQ lists leads in the agreed business-priority order

Proposed

Lead allocation

More relevant information supports allocation into LSQ

Proposed
03Customer context

“What did the customer already discuss?”

Customer conversation history

Earlier VRM conversations available in LSQ

Proposed
04Support

“Where do I raise my issue?”

Freshdesk

Structured place to raise and track field issues

Live

WhatsApp entry + assisted routing

The next layer on the existing support process

Planned
LiveBuiltProposedPlanned Not everything here is live — each item carries its real stage.
01Earnings

See what I'm likely to earn

The DSE asksWhere do I stand on my incentive?

A personalised WhatsApp update puts performance and tentative earnings directly in front of the DSE.

Built · BAU stabilisation underway Delivered via WhatsApp
Illustrative
01Earnings

Understand why I earned

The DSE asksWhat contributed to my incentive?

Incentivate is intended to give the field a clearer view of incentive earnings — not just the amount, but the reason.

Planned · product initiation pending Initiative Incentivate
Illustrative mock
My incentive · this month
₹ ••,•••TENTATIVE
Why I earned
Sales performance•••
Applicable incentive grid•••
Adjustments — FT Churn, mapping, PIFA•••
Plan ahead Later direction
This is only an estimate. Final incentive is subject to FT Churn, mapping, and PIFA calculation.
02Leads

Work the right lead first

The DSE asksWhich lead should I work first?

LSQ presents the DSE's leads in the agreed business-priority order — Fresh first — with appointment times keeping follow-ups visible.

Proposed · requirement defined In LSQ · existing lead statuses — no new scoring
Illustrative · names masked
My leadsUnsorted
1R•••• S.Fresh
1A•••• P.Fresh
2M•••• K.Appointment due firstAppointment Fixed
3S•••• D.Met Follow Up
4P•••• R.Call Back
5K•••• V.Ringing / Busy Tone
6N•••• G.Non Contactable
9T•••• M.Application Logged In
Priority order is business-configurable · ownership rules unchanged
02Leads

Allocate leads with more context

The DSE asksHow did this lead reach me?

Available policy-level information and propensity outputs can be used as inputs to allocation — before the lead reaches LSQ.

Proposed · integration design underway Databricks → LSQ

Allocation logic remains subject to approved business rules.

Illustrative
01

Lead

A lead to be allocated

02

Allocation

Policy-level dataPropensity output
03

LSQ

Allocation lands in LSQ

04

DSE

Works the opportunity as today

03Customer context

Know the customer before meeting

The DSE asksWhat did the customer already discuss?

Earlier VRM conversations follow the customer into LSQ — as history, and as one short profile on the DSE's own opportunity.

Proposed · solutioning required UBONA → LSQ · ownership & allocation unchanged

Customer context is based on available conversation data and permitted access.

Illustrative mock
VRM conversations
VRM callTranscript · via UBONA
VRM callTranscript · via UBONA
Passed to fieldOpportunity in LSQ
My opportunity · LSQ
Customer profileFROM CONVERSATIONS
Need
Savings for child's education
Interest
Guaranteed-return plan
Intent
Comparing options; open to a meeting
Concerns
Premium affordability
Follow-up
Share a benefit illustration
04Support

Get help without the runaround

The DSE asksWhere do I raise my issue?

Structured Freshdesk support today — with a WhatsApp entry point and assisted routing as the next layer.

WhatsApp → Freshdesk

AI assists routing/triage; resolution remains with the support process.

Planned
WhatsApp entry pointStart support where the DSE already is
Assisted routingHelp the issue reach the right support path
Live · Freshdesk
RaiseLog the issue
TrackSee where it is
ResolveClosed on record
What leaders can do

Make the outputs part of the day.

  1. 01

    Make incentives visible

    Use the update to discuss current performance.

  2. 02

    Start with priority leads

    Review whether teams work the agreed order.

  3. 03

    Prepare before meetings

    Use available customer conversation context.

  4. 04

    Keep support structured

    Direct issues through the agreed support route.

How can we make these outputs part of the team's daily rhythm?