Toolyt: A Mobile CRM for Field Sales Teams

Toolyt is a mobile CRM that helps field sales teams increase their productivity and efficiency by acting as their personal assistant. Toolyt automates the entire sales process, from lead generation to customer onboarding, and provides real-time insights and collaboration tools. In this article, we will explore how Toolyt can transform your field sales operation and help you achieve your sales goals.

Toolyt

Details of the startup:

  • CITY: Bengaluru
  • STATE: Karnataka
  • STARTED IN: 2017
  • FOUNDERS: Nizamudheen Valliyattu and Vidhya Mattummel
  • NUMBER OF INVESTORS : 5
  • LATEST ROUND INVESTMENT : –
  • TOTAL INVESTMENT :₹2.38M
  • TOTAL SECURED LOANS AVAILED :Nil

You can find their website here.

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What is Toolyt?

Toolyt is a mobile CRM that is designed to help field sales teams in their day-to-day lives. Toolyt is not just a software, but a smart personal assistant that guides sales reps through every step of the sales cycle, and provides them with relevant information and suggestions at the right time. Toolyt also enables sales managers to monitor and optimize the performance of their teams, and to make data-driven decisions.

Toolyt is a cloud-based solution that works on any device, and integrates with various third-party applications and platforms. Toolyt is also highly customizable and scalable, allowing enterprises to choose the modules and features that fit their unique business needs and workflows.

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What are the benefits of Toolyt?

Toolyt offers a number of benefits for field sales teams, such as:

  • Lead management: Toolyt helps you organize, prioritize, and engage prospects in one centralized platform. You can assign leads to the right reps, automatically score and rank leads, create workflows and customer profiles, deduplicate leads, and track the progress of each lead through the sales funnel.
  • Customer onboarding: Toolyt helps you streamline the customer onboarding process, by automating document collection, validating data in real-time via eKYC APIs, monitoring turnaround time, and optimizing the entire process.
  • Visits and sales activity: Toolyt helps you automate the activity capture, freeing reps from extra work. You can create custom activities, identify the most engaging channels, and draw actionable insights from the data.
  • Collaboration and sales productivity: Toolyt helps you improve teamwork and communication among your sales reps, and with other departments. You can use features such as approval and deviations, broadcast and engagement, connect and conversation, contest and goals, and KPI and leaderboard to motivate and empower your sales reps.
  • Scalability and flexibility: Toolyt helps you adapt to changing business requirements and customer expectations, by allowing you to make swift changes to your business flows. You can use features such as identity and access management, modules and add-ons, advanced forms, process builder and rules, drag and drop BI, smart dashboards, API and webhooks, and customizable and flexible workflows to tailor Toolyt to your specific industry and use case.
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How to get started with Toolyt?

To get started with Toolyt, you can request a demo on their website, or sign up for a free trialYou can also watch an on-demand video to learn more about Toolyt’s features and capabilities. Toolyt is suitable for various industries, such as lending, banking, finance, insurance, B2B, manufacturing, medical devices, and healthcare. Toolyt is trusted by companies that put innovation first, such as SK Finance, HDFC Bank, ICICI Bank, and many more.

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Toolyt is a mobile CRM that can help you transform your field sales operation and 10x your workforce efficiency. Toolyt is a smart personal assistant that automates the entire sales process, from lead generation to customer onboarding, and provides real-time insights and collaboration tools. Toolyt is also highly customizable and scalable, allowing you to choose the modules and features that fit your unique business needs and workflows. If you are looking for a mobile CRM that can help you achieve your sales goals, you should give Toolyt a try.

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