CashPo Achieves Zero Lead Leakage with LeadSquared!

“We don’t need to check multiple tools to find out the progress we’ve made as a team. With dynamic dashboards on LeadSquared, we get to see all the quantifiable results at a glance. Since we have better visibility about the incoming flow of leads according to their source, we’re able to judge leads sources that make the most sense for the business and how we can pool in budgets and resources accordingly.”

Saurabh Goenka Founder

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40%

Increase in Conversions

50%

Increase in Agent Productivity

Zero

Lead Leakage

Automated

Lead Distribution

CashPo loves LeadSquared for:

Seamless automation
Comprehensive integrations ecosystem

On-demand customer support
Customization and scalability

About CashPo

CashPo is a new-age lending fintech based out of India. It serves as a platform for people to apply for loans in a few clicks from their mobile application. They also ensure frictionless borrower experience with effortless digital applications, instant access to credit and real-time loan approvals.

CashPo aims to provide quick, reliable and secured loans to salaried employees with personal loans worth up to 2 lakhs. CashPo facilitates short-term and long-term loans by working with their network of several non-banking financial institutions.

Why LeadSquared was the ‘Right’ Pick for Them

After working with CRMs like Pipedrive and Zoho, CashPo was looking for a CRM solution that adapts to who they are rather than the other way around.

This entailed finding a CRM solution that was ‘right’ for them in terms of scalability, customization, low-code/ no-code flexibility, and customer support as and when they needed it.

CashPo truly believes that LeadSquared is their go-to unifying business solution to enable efficient sales execution and promote customer engagement in a seamless fashion across channels.

Earlier Business Challenges

Prior to implementing LeadSquared across their lending cycle, these were their business challenges:

Traditional approach to data management
Tracking progress on excel sheets
Manual lead distribution
Lead leakage from different sources
Inability to monitor team performance
Planning day-to-day tasks

Solutions by LeadSquared

Automation

Process automation capabilities on LeadSquared has enabled CashPo to see a significant improvement in team productivity and overall turnaround times. Automation with LeadSquared helps leads move through the sales funnel quicker with automated workflows on the backend. This could be in terms of automating email marketing campaigns, sending automated reminders to sales executives for timely follow-ups, etc.

Lead Distribution

While automation has broadly been discussed in the above point, lead distribution as a routine task played a key role for CashPo. With LeadSquared, leads are automatically distributed based on agent availability, performance, region, and language. This entails the benefit of zero dependency on managers, better transparency, and also saves time.

Reports and Analytics

While hard work is applauded, smart work is essential. This is where data can give businesses an edge. LeadSquared gives access to reports about activities done by the lead and the sales users. This helps analyze the movement on every lead and also helps monitor team productivity.

Integrations Ecosystem

A good tech stack is one that can integrate with other solutions for easy back office and front-end processes. LeadSquared enables customers to integrate with other third-party tools for better business continuity and flexibility. For instance, lending firms like CashPo can integrate with credit assessment agencies, data analysis partners to aid KYC processes, IVR integration, etc.

The LeadSquared Impact

When asked about what makes LeadSquared standout, CashPo credits the customer service teams, automation capabilities, and how the platform is designed to be personalized, scalable, and integration friendly. Besides this, here are a few quantifiable results that CashPo achieves: