SAM - General (DEMO)

SAM- General is a Sales Activity Management apps to track filed sales activities

GrayMatter Software is a leading software company specialized into Business Intelligence, Big Data

& Data Science. GrayMatter has developed end-to-end analytics solution for insurance companies

which covers Sales & Distribution, Marketing, Claim, Underwriting, Operation, Actuarial &

Reinsurance. For Sales & Distribution channel, GrayMatter has developed mobile apps; SAM-Life to

track field sales activities of Agents, Unit Managers & Agency Managers of life insurance companies.

SAM - General is a complete lead management solutions for the sales team. The graphical user interface

(GUI) of SAM -Life is built on cutting edge technology which is highly intuitive and provide ease of

navigation to users.

SAM - General apps allows the users to create a new lead, modify existing leads, schedule a meeting in

the calendar, change the status, follow up reminders, proposal/quotation submission, proposal

logins & renewal collections. SAM - General also provides performance dashboards with month to date (

MTD) & year to date (YTD) performance on key parameters. SAM - General users can also track their

sales contest/ competition eligibility and qualification against the contest parameter and get the

update of their performance on a daily basis. Moreover, SAM-Life users can also download the

product brochures and calculate Sum Assured (SA) eligibility and medical test requirements for their

customer with click-of-a-button on mobile apps.