Case Studies

Sales Force Automation Solution for a Leading Investment Institution

An investment company sold mutual funds to investors through associates. Its sales force used a suite of PDA-based applications to serve customers. However, the PDA-based applications of the associates were not in sync with their company’s offerings.

Business Need
  • Increase in wholesaler efficiency and effectiveness by streamlining daily processes through the PDA – an optimal Sales Force Automation (SFA) solution
  • Seamless integration of different functionalities on the PDA i.e., Pocket Outlook calendar with Call Report management.
  • Seamless integration of SFA functionalities between PDA and the laptop
  • Simplification of synchronization
  • High response time of the application and timeliness of key data on the device

Infosys had to address several challenges:

  • Enterprise and design objective had to be met without changing the legacy back-end database.
  • The user interface should be able to display a lot of information on a small device screen
  • Dependency on back-end system commands
  • Site-to-site connectivity between client location and offshore location
Our Solution

Infosys’ SFA application incorporated enhanced usability features to simplify common application uses and provided the required level of customization of the application.

Technical Snapshot
  • Platform: Pocket PC 2003, .NET C, Intellisync Synchrologic
  • Devices: Samsung 700i

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