Bank Syariah Indonesia (BSI) is one of Indonesia’s biggest national banks, created in 2021 by merging three major state-owned banks. It offers modern financial services for individuals and businesses, including savings accounts, deposits, financing options, and digital banking through its mobile app. BSI also supports small and medium businesses with special financing programs and provides gold-related services such as gold saving, gold trading, and gold storage. The bank focuses on responsible, ethical financial practices and aims to combine traditional values with advanced digital banking to give customers a simple, secure, and modern banking experience.

Task

The marketing team handles many leads but struggles to track them in one place. Data is scattered, manual entry takes time, and there is no clear view of lead status. They cannot call or follow up quickly from the system, leading to missed leads, slow response time, and confusion about who is working on what. Basically, the sales team are looking for Sales Automation.

Solution

Create one clean dashboard that shows all leads, their stage, and priority at a glance. Use simple filters, color tags, and status indicators to help the team understand what to do next. Add quick-action buttons like “Call,” “Message,” and “Update Status” directly inside each lead card, so users don’t switch apps. Provide an easy form for adding lead details, auto-saving, and smart suggestions to reduce typing. It includes reminders, follow-up alerts, and a timeline view, so marketing staff can track every interaction clearly. This system should feel fast, mobile-friendly, and designed for people who manage dozens of leads daily.

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