Field Sales Infrastructure for Africa

Turn every customer interaction into an opportunity.

Pataskala connects frontline customer interactions to the teams and systems that drive growth—so opportunities are captured, assigned, followed up and measured.

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QR & NFCWhatsApp & secure linksEnglish & Kiswahili
ABC BANK Business Banking
✓ Verified profile
AH
Amina HassanSME Relationship Manager
WhatsAppAmina HassanBusiness Account
OpportunityOwnerStatus
Juma TradersAmina HassanNEW
Mwananchi SuppliesNeema JosephFOLLOW-UP
Kibo FoodsAmina HassanAPPLICATION
The Pataskala flow

From first interaction to measurable pipeline.

One infrastructure layer for relationship-led acquisition—without asking customers to download an app.

01

Connect

QR, NFC or secure link.

02

Capture

Consent, contact and interest.

03

Assign

Employee and source attribution.

04

Follow up

Move opportunities forward.

05

Retain context

Preserve permitted history.

06

Measure

See pipeline and outcomes.

Built for the gap

Customer conversations happen everywhere. Opportunity data shouldn't.

Pataskala gives field and relationship-led teams a consistent way to capture the moment an opportunity begins, then connect it to follow-up and existing sales systems.

QR
Field meetingBranch, event or business visit.
W
WhatsAppShare a bank-branded secure profile.
☎
Phone callContinue the relationship remotely.
↗
ReferralAttribute where opportunity originated.
Designed for relationship-led teams

The customer sees the institution. The institution sees the opportunity.

01

Institution-branded experience

Customer-facing profiles can carry the institution's identity while Pataskala powers the workflow behind them.

02

Attribution that survives the handoff

Know the original RM, current owner and acquisition channel without losing permitted context.

03

Visibility without surveillance

Measure company-related opportunities and follow-up—not private activity or background employee location.

Relationship continuity

Relationships shouldn't leave when employees do.

Preserve permitted customer context, business location and interaction history so portfolios can be reassigned without starting from scratch.

Portfolio handover

Juma Traders

Opportunity createdOriginal RM: Amina Hassan · SME Loan
Follow-up context retainedKariakoo · working-capital interest · next action recorded
Portfolio reassignedCurrent RM: Neema Joseph · history preserved
Narrow by design

Pataskala captures an opportunity. The bank performs the banking.

The pilot is intentionally designed around the minimum data needed to capture and manage a sales opportunity.

Core pilot data

Basic contact details · product interest · employee attribution · consent · lead status · optional business location.

Not required for the core workflow

Passwords or PINs · balances · transaction histories · card data · KYC documents · credit decisions · background location tracking.

No opportunity lost.

Start with a focused 30-day design-partner pilot.

Test Pataskala with 10–20 customer-facing employees and measure opportunity capture, source attribution, follow-up visibility and conversion.

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