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Singlife SRM

Affinity's Sales Relationship Management (SRM) helps our financial advisers and manager and track their self-generated and Singlife-assigned leads

Affinity's Sales Relationship Management (SRM) helps our financial advisers and manager and track their self-generated and Singlife-assigned leads

Singlife SRM

by AAPL DIVESTMENT PTE LTD
Singlife SRM
Singlife SRM
Singlife SRM

What is it about?

Affinity's Sales Relationship Management (SRM) helps our financial advisers and manager and track their self-generated and Singlife-assigned leads.

Singlife SRM

App Details

Version
6.0.40
Rating
NA
Size
64Mb
Genre
Finance Business
Last updated
August 2, 2024
Release date
June 4, 2020
More info

App Screenshots

Singlife SRM screenshot-0
Singlife SRM screenshot-1
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App Store Description

Affinity's Sales Relationship Management (SRM) helps our financial advisers and manager and track their self-generated and Singlife-assigned leads.

Key Features:
1. User self-generated prospect
2. Personalized dashboard overview of user existing prospects’ status
3. Call Prospect
4. SMS/Email Prospect
5. Schedule meetings and calendar view for the user’s schedule.
6. Prospect status update
7. Comprehensive information of prospect details, history of each call/sms/email and schedule with given feedback on each.
8. Integration with eFNA to complete needs analysis of prospect.

Requirements for use:
• Apple iPad with iOS 13.0 (or higher) installed
• WIFI or 3G/4G data connection
• Only advisers and supervisors who are existing users of the Singlife Online portal are able to log in and use this app.

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