# How A Financial and Investment-advisory Firm Achieved Sales Escalation of 45% With Kylas

### Improved Process Adoption

### Increased Sales Productivity

### Stronger Team Collaboration

- 
- Industry: FINANCE
- Location: Chhattisgarh
- Previously used software: Excel
- Sales team size: 10-19

## **Challenges**

- Numerous types of bulk transactions taking place daily from various mediums
- Difficulty in tracking and monitoring these transactions
- This created a challenge in determining the overall business health
- Lack of seamless collaboration between departments

## **How Kylas Helped**

- Improved sales by 45%
- Streamlined operations and strengthened the sales process
- Enabled collaboration between different departments
- Improved daily performance
- Automated the work of different departments
- Ensured timely and contextual content was sent at every touchpoint
- Helped create separate processes and forms for the requirement of every department

### **About Omega Financial**

Omega Financial has been a prominent player in financial distribution since 2010, with a primary focus on investment, particularly in mutual funds. Their goal is to deliver top-notch wealth management services by combining science, data, and technology with human expertise.

## **Why Kylas?**

Omega Financial was actively searching for a solution for the overall management of their various teams’ work and strengthening of their sales process. Kylas was discovered online by one of the company’s partners.

## **Kylas Features Used**

### **Reports & Analytics**

Kylas Reports and Analytics provide comprehensive and real-time insights, enabling seamless monitoring of operations and assisting in identifying bottlenecks.

### **Automation**

Kylas has helped Omega Financial synchronize the work of all departments, ensuring no deal falls through the cracks.

### **Custom Fields**

Custom fields have proved beneficial, allowing separate forms and processes to be set up for every department according to specific needs.

## **How Kylas Helped?**

They have witnessed a growth of 45% in their sales. Kylas enabled the average executive to score higher than the target points set for sales performance.

## **Closing Statement About the Experience With Kylas**

Mr. Yogendra expressed satisfaction with Kylas, citing customer support and the intuitive software as key benefits.