Home About Campaigns Services Experience Blog Contact Let's Connect ➔
← Back to All Projects
CASE STUDY

Keertana Finserv – Marketing Operations Dashboard

Designed and implemented a centralized marketing operations dashboard to monitor lead generation, campaign performance, and branch-level activities across 300+ branches.

Keertana Finserv
300+ Branches
Marketing Operations & CRM
Real-Time Lead Visibility

The Challenge

With over 300 branch locations operating across multiple regions, Keertana Finserv faced challenges in tracking daily lead attribution, regional marketing collateral deployment, and customer complaint resolution times across disparate branches.

The Solution

Designed and rolled out a unified marketing operations dashboard connecting branch reporting into a centralized tracking system.

  • ✓ Automated lead capture & branch attribution tracking
  • ✓ Standardized complaint management workflow & escalation tracking
  • ✓ Centralized campaign collateral & field marketing budget monitoring

Key Impact & Results

300+
Branches Integrated
100%
Lead Visibility & Reporting
2x Faster
Complaint Resolution
▲