Case Study: an Indian fintech company boosts sales reporting productivity with Phrazor

Indian Fintech company uses Phrazor to Optimize Salesforce Productivity

An Indian fintech company providing mobile-based banking, savings, payments, and merchant transaction services needed a better way to track and monitor primary and secondary sales performance across its distribution team. Zonal Branch Managers were spending significant time manually compiling weekly target-versus-achievement reports from Excel files shared by Zonal Sales Managers, which made reporting slow, difficult to interpret, and lacking in personalized insights. Phrazor helped automate this reporting process with its self-service BI and natural language generation platform.

Using Phrazor, the company created automated distribution performance reports with drill-down views for primary and secondary targets, pulling data from MIS and multiple Excel files. The solution produced human-like narratives alongside the analytics, making insights easier for sales teams to understand and act on. The impact included 19,000 reports generated annually for 200 sales officers, 100 man-hours saved each week in report creation and distribution, and a reduction of 2 resources from the MIS reporting team, while improving speed, accuracy, and data literacy.