Sales & Prospect Management
Drive smarter, faster, AI-powered sales outcomes—across retail, corporate, and SME segments.
VeriTouch’s Sales & Prospect Management module empowers financial institutions to capture, qualify, and convert opportunities seamlessly across all customer types. Built on Microsoft Dynamics 365, it enhances every stage of the sales lifecycle with automation, insights, and agentic AI to fuel consistent growth.
Why Choose VeriTouch for Sales & Prospect Management?
- Boost efficiency and decision-making with built-in AI Agents
- Automate the full sales journey with intelligent workflows and SLA tracking
- Ensure data quality and readiness with upfront eligibility checks
- Standardize multi-channel sales across direct, branch, and agent-assisted journeys
- Equip teams with real-time visibility, dashboards, and incentive tools
Unlock the Advantages
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Increase conversion rates with automatic follow-up actions and prospect SLAs in place
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Eliminate returns and lower rejections by processing teams with upfront eligibility checks and required document collection
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Enhance collaboration and productivity with standardized sales processes and rule-based assignments.
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Increase visibility into the sales pipeline and sales team’s performance with real-time, role-based dashboards
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Motivate sales teams and increase cross-sell and up-sell with incentives pay-out programs.
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Leverage AI copilots to recommend next best actions, summarize interactions, and support RM decision-making
Core Capabilities
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Automate the full sales cycle of different products—from prospect stage to fulfilment powered by AI triggers
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Prospect capturing, assignment, and conversion with configurable workflows
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Opportunity capturing with built-in support for cross-sell and up-sell
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Opportunity routing, assignment, and SLA tracking to ensure timely actions
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Configuration-driven sales process steps per product type
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Product catalog setup with eligibility rules and required documents
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Multi-channel sales process—from direct sales networks to branches and digital onboarding
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Sales pipeline dashboards, performance monitoring, and AI-assisted insights
Features That Set You Apart
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Copilot & AI Agents for Relationship Managers
Interpret customer behavior, suggest the next best offer, summarize meeting notes, and generate personalized email content with minimal effort.
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Instant Opportunity Creation
Convert interest into opportunities instantly—no manual data entry required.
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Smart Document Automation
Generate and validate forms, extract ID data using OCR, and collect signatures digitally with seamless DocuSign integration.
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Sales Target & Incentive Engine
Motivate teams with transparent target tracking and dynamic incentive calculations.