Overview
The client is the asset management subsidiary company of one of the largest Indonesian conglomerates and has been operating in the Indonesian capital markets for more than 23 years.

Solution
entomo developed a private app with a CRM-lite feature that allows sales staff to input its sales activity (calls and meetings) on-the-go, rather than heading back to the office with a backlog of ‘half-forgotten’ conversations. It enables each sales staff to conveniently input and submit their sales activity, such as calls made “call-in” and meetings conducted “meet-in,” on their mobile phones. (The app is hosted on the cloud.)
Each call and meeting is tagged to a specific customer, and the activity history is made available to the sales staff for monitoring. The customer journey, therefore, can be tracked from their first contact with the sales staff, all the way to the sale closing.
entomo also developed a dashboard for the company’s management to measure the overall sales activity across 8 regions and over 100 branches and sub-branches.
Impact
Today, the firm has deployed the entomo solution in sales staff across 14 regions and over 100 branches.
Now its sales staff can track the progress of their activities throughout the month rather than waiting for end-of-month reports to be published. This helps to motivate the sales team to achieve more. Each branch manager, regional manager, and senior management team member also has access to a sales dashboard to monitor sales activity on a daily basis.
The company’s management, as a result, has much greater visibility over its sales activities and performance, helping them identify any gaps.