“LeadSquared helped us understand our mechanism well and design our process better. Due to this, we achieved 4x customer onboardings and 2x collection visits per agent per day.”
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Customer Onboardings
Field Collection Visits Per Agent Per Day
Sales Operations
Process Transparency
Lending
200+ Employee
Bangalore, India
Headquartered in Bengaluru, Uni is a new-age FinTech aimed at revolutionizing the B2C credit space in India. Since its inception in 2020, the business has been disrupting the traditional credit industry and use of credit while enhancing Education, Transparency, and Customer Experience with the aim to bring delight to its users.
While starting operations, Uni used Excel sheets for its sales/onboarding and collections processes. But as the business started growing exponentially, it became difficult to keep track of the different stages of leads entering the funnel and manage them effectively. To build a streamlined sales and collections pipeline, Uni chose LeadSquared. Here’s their story.
Manually capturing the rising lead volume led to leakage and inaccurate source attribution.
Due to the manual nature of the process, prioritization before distribution was difficult.
Agents manually filtered daily lead assignments and the leadership wanted to integrate with their IVR tool.
Updating lead stages; notifying agents for follow-ups; sharing cases with field team – everything was manual
Tracking and managing field collection operations daily on Excel was tedious.
With fast-scaling operations, the need for an intelligent reporting became urgent.
Out-of-the-box integrations with channels like Uni mobile app, website, social media, landing pages, etc.
Lead and engagement scoring for prioritization and using automation for intelligently distributing leads among agents.
Centralized call center application with IVR integration, SmartView feature to bucket incoming leads across stages, and 1 click WhatsApp integration for ease of communication with the customer.
Lead stage updates, nudges & notifications, seamless case assignment – all automated for frictionless sales and collection operations.
Check-in/out, daily plan, leads near me, shortest route, document capture/upload, geo-fencing, and more to maximize field collection visits.
Over 150 customizable business reports and configurable dashlets for senior leadership.
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