A Leading Lending Firm Unlocks 100% Process Transparency by Using LeadSquared

“LeadSquared has made our customer relationship management extremely hassle-free. The team helped with integration and reporting – making our processes more efficient!”

A Leading Lending Firm Unlocks 100% Process Transparency by Using LeadSquared

10x your sales productivity with LeadSquared.

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100%

Process Transparency

Zero

Lead Leakage

Better

Monitoring

Organized

Sales Workflows

Loves LeadSquared because it helped them:

  • Scale Operations Faster
  • Bring more organization to the process
  • Improve Process Efficiency
  • Create more visibility
100%

Process Transparency

Zero

Lead Leakage

Better

Monitoring

Organized

Sales Workflows

Ready to get started?

Being one of the fastest-growing instant gold loan start-ups in India, the firm has a unique doorstep gold loan service.  Using technology, the platform aims to help its customer unlock the value of their gold assets instantly and at significantly lower costs.

Problem Statement

Since its inception, the company operated on Google sheets, among other informal tools, to manage its operations and boost its customer acquisition. But its teams soon realized that the setup would not be feasible as they keep growing regionally and operationally.

Challenges

1. No Scalable Solutions to Capture and Manage Inquiries

Required a solution to import leads, distribute, and track journeys efficiently

2. Lack of a Unified Dashboard to View All Processes

A central console to view the status of all inquiries in different stages

3. Need for a Simple and Easy Interface for the Agents

Wanted a highly adaptable solution that could complement their scaling

4. A Mechanism to Track FOS Agent Activity

Due to its manual nature, field tracking was difficult for the managers

Solutions Provided by LeadSquared

1. Complete Lead Capture and Management

Leads could now be imported and distributed seamlessly to call center agents

2. A High Ease of Use

Smart Views feature to simplify agent dashboarding experience and improve operational efficiency

3. Better Visibility

Actionable reports and highly customizable dashlets to enhance strategic initiatives and transparency

4. Boost in FOS Efficiency

LeadSquared Mobility Solution for field agents with check-in/out, geo-fencing, geo-tracking, and many features to optimize agent performance

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