IIFL Finance
NBFC · ~3,100 branches across India
3,100 branches, 3,100 numbers, every lead in the CRM
NBFC · ~3,100 branches across India
3,100
virtual numbers deployed
every
lead captured in Zoho CRM
What IIFL Finance needed to solve
A leading NBFC with roughly 3,100 branches across India had no way to route a customer directly to their nearest branch, and no central view of what those calls contained. Local enquiries either went nowhere or reached a central number that couldn't serve them, and head office had no visibility into what any of it was about.
Deployment snapshot
- Sector
- Type
- Cloud telephony
- Components
NBFC · ~3,100 branches across India
Virtual numbers · IVR · CRM integration · Conversation analysis
The deployment
Rubic deployed a unique virtual number per branch, routing each caller straight to the local sales representative while capturing every lead in Zoho CRM. Conversation analysis on top identified call intent — sales or service — and the specific product being asked about, including loan type and amount enquired.
Stack that ran
- Virtual numbers
- 01
- IVR
- 02
- CRM integration
- 03
- Conversation analysis
- 04
The outcome
A local experience for the customer, central visibility for head office, and branch-level performance data that simply didn't exist before — including which branches were converting enquiries and which weren't.
Related case studies
Other live programmes with the same evidence standard.
Run a comparable working session
Bring us the workflow. We will map the evidence, baseline and system write-back before the first live run.