Operations Through Online And
Offline Mobility For True Money
New B2B Acquisition process, filling visit reports, Signing of the Acknowledgement form, Document collection for onboarding Agents are manually done and there is no track of activities with discrete onboarding process.
Leads were assigned manually and there was no track lead stages and next actions hence reducing conversions.
The existing CRM was not actively used by the salespeople on the ground.
Day-To-Day activities were not captured properly and hence it was difficult to measure individual target v/s achievements.
All the forms and activities done on a day are not reported properly and hence cause a gap in informed decision making.
Not being able to collect data due to bad Connectivity issues causing information delays and problems to the mobile workforce.
All activities for onboarding Agents are automated and hence allowing you to track activities and lead stages along with a discrete and streamlined onboarding process using our work processes tool.
Auto assign tool & Dispatch tool allocates the lead to employees based on Location & Pin Codes. Assign automatic next actions, does regular follow ups and reports on lead status hence ensuring conversions.
The existing CRM was integrated with effort which gives more flexibility to salespeople on the ground.
Monitoring Tool & Live feed to track employee activities like Agent Check- ins, Client Visits, Form Submissions, Negotiations, Meetings with Decision Maker, Closures.
Notifications Tool used to send Simple, push notifications based communication messages between managers and salespeople.
Reports Tool used to pull real time data on all activities done to remove the gaps in decision making.
Reduced information delays and problems to mobile workforce as there is a complete offline availability. Can be easily used in remote locations.
Integrations done with their system ‘Equator’ which sends the agents (existing partners of customers who use TrueMoney Wallet) data from Equator to Effort Platform.
Designed configured single solution across multiple geographies with multiple variations with very low additional cost that integrates with their corporate bI seamlessly. Effort also allows to accommodate the various needs of the local business of the company that are spread across in multiple geographies.