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

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.

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