BANKING·SALES CRM·January 21, 2026

Hatton National Bank — Driving Sales Efficiency with Mobile CRM & 360 Insights

Hatton National Bank
SOLUTION
Sales Management, Mobility (Super RM App), Customer 360
Client
Hatton National Bank
Industry
BANKING
Solution
Sales Management, Mobility (Super RM App), Customer 360
6,000+
Users Empowered
3× 360
Customer, Branch & RM Views
Real-Time
Geo-Location Tracking
BPM
Automated Workflows

Executive Summary

Hatton National Bank partnered with SimpleWorks to address lead leakage and disconnected customer data. By deploying a centralized Sales Management System and a powerful "Super RM" mobile application, the bank empowered over 6,000 users with real-time geo-location tools, automated workflows, and comprehensive 360-degree views of customers, branches, and relationship managers.

The Challenge

  • Lead Leakage: Manual lead management caused inefficiencies, resulting in lost opportunities across various channels.
  • Disconnected Data: Fragmented systems prevented a holistic view of the customer, limiting collaboration and cross-branch accessibility.
  • Workflow Delays: The absence of automated approval processes slowed down task execution and decision-making for field teams.

The SimpleWorks Solution

  • Sales Management System: A centralized platform to capture and track leads from web, calls, and branches.
  • Comprehensive 360 Views: Distinct dashboards for Customer 360, Branch 360, and RM 360 to provide targeted, role-relevant insights.
  • Super RM Mobile App: A mobile application enabling field agents to manage leads remotely with geo-location tracking and full task automation.

Transformation Achieved

  • Unified Lead Management: Successfully consolidated leads from multiple sources into a single, manageable platform.
  • Field Empowerment: The Super RM app enabled agents to work effectively from anywhere, increasing field responsiveness significantly.
  • Massive Scale: Supported over 6,000+ users with seamless, role-based access controls.
  • Strategic Insights: Dynamic reporting tools offered deep insights into profitability and individual performance.

Project Highlight: Geo-Location Innovation

A standout feature of this implementation was the introduction of geo-location mapping. This allows the bank to track leads and customers in real-time, enabling proactive engagement and smarter field resource allocation across Sri Lanka.

Technical Integrations

  • SMS Gateway & Email Servers — for real-time communication and alert delivery
  • Google Calendar & Microsoft 365 — for task synchronization across teams
  • Data Warehouse (DWH) — for profitability reviews and contact enrichment

Noteworthy

Introduced geo-location mapping for real-time tracking of leads and customers, enabling proactive customer engagement and becoming the foundation of the bank's field sales transformation strategy.

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