LeadSquared has been a valuable partner for us. They have helped us scale efficiently and deliver a world-class experience to field agents. This, in turn, has enabled us to smoothly onboard thousands of small and medium-sized businesses.
Book a 1-on-1 sales consultation with our experts today to learn your business can achieve this.
Onboarding Timelines
Missed Opportunities
Agent Productivity
FOS Churn
As a leader in digital payment services, they serve millions of customers and merchants via its payment solutions.
Leading Online Payment App wanted to create a merchant onboarding process that was cohesive and frictionless at the same time. Such a process would pave the way to a great onboarding experience for millions of its future customers, empowering more Indian merchants to try digital payments for the first time. Additionally, it aimed to onboard merchants faster and more seamlessly.
The aim was also to:
First, to achieve this vision, lead distribution challenges, transparency, duplicate onboarding issues, and so on would have to be addressed.
So, they collaborated with LeadSquared, a sales efficiency solution with end-to-end execution capabilities, to further strengthen and realise its vision of delivering a 360-degree excellent merchant experience.
Here’s the complete story.
The team wanted to simplify the lead capture/upload process and create a hierarchy-based distribution automation.
It was essential to bridge the gaps between individual teams (acquisition, farming, and audit teams) to improve their process efficiency.
The team wanted to enhance the assessment of pipeline health and agent productivity.
One way to boost pipeline quality was to install a mechanism to identify duplicate onboarding.
For a better user experience, agents could benefit from a simple and easy-to-use interface within their merchant onboarding app.
The leaders wanted to install new IM capabilities and streamline the allocation of resources to new merchant leads.
Dynamic forms for agents, bulk upload via CSV, hierarchy-based distribution, and auto-task creation helped cut manual effort.
De-duplication logic eliminated duplicate onboarding; geo-fenced activities solved any location-related onboarding challenges
Tracking agent payroll data and automatically de-activating churned agent accounts saved many resources
User-specific dashboards and SmartViews features helped prevent missed opportunities and improved the quality of onboarding.
Visibility into the process improved through ETL reports, real-time status, email/batch-upload reports, attendance reports, and more.
Check-in/out, document upload, merchant registration, auditing, and inventory management – all in a single application – were used to achieve this goal.
CK Birla Increases Patient Conversions by 5X with LeadSquared
