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Fast & hassle-free onboarding experience, timely engagement and best possible return from your seller platform!
Ensure zero delays in new merchant onboarding. Automate merchant-agent mapping & one-click merchant addition.
Improve merchant self-listing rates with self-serve portals. Direct drop-offs to your call center instantly.
Engage your prospective + active merchants with relevant insights. Allow them to learn and improve with insights.
Documents are uploaded and transferred for verification digitally, which can be instantly approved or rejected.
Ensure zero lead leakage, maximum merchant coverage and fast
turnaround time
Attract high-quality merchants faster than your competition. Capture leads from all your merchant recruitment campaigns – digital, referral, phone calls, email, social media, events and more. Automated quality screening ensures a high-quality funnel, so your team never wastes a moment on non-serious merchants or low-quality inquiries.
While running online merchant recruitment campaigns, improve merchant self-listing rates by directing drop-offs to your call center instantly. Call Center intervention at the right time would ensure that the merchants are encouraged to finish their profiles, which can then be transferred to the merchant onboarding team.
Map your merchants/sellers to your onboarding agents based on different criteria – location, product category, years in business, size of operations, agent availability, expertise, experience, performance and more. This increases the chances of closure with high-quality conversation and instant response by the merchant onboarding agent.
Easy to use, easy to adapt – across teams and hierarchies
Allow your merchant onboarding teams to add new vendors with one click. Plus, they can collect, upload, and sync documents digitally and paperlessly – while on the field. Route these new merchants to the verification team instantly. Integrate with verification systems in real-time.
Engage with right content at the right time
As soon as a merchant meeting is over, you can automatically send meeting details, onboarding steps, tips to improve an existing merchant’s performance and more based on the disposition and purpose of the meeting.
Allow your merchant account managers to identify and act upon upsell opportunities, using digital signals + manual activity addition.
For instance: Agents can add activities straight from their mobile app if they identify the need for a loan, insurance or a premium plan (if you offer such services to your merchants); tasks are then automatically created for the respective teams or the merchant account managers to connect with them.
Plan your merchant onboarding agents’ day, allow them to identify vendors near them, and track everything they do.
Merchant performance, team, agent and category performance, revenue attribution and more
