Customer Acquisition and Onboarding Processes through Enhanced Visibility and Accessibility

For: Leading Premium Taxi Services in Europe

Problem Statement

The current manual processes for managing presales, sales, and onboarding pose significant challenges for our organization. The recruitment team faces difficulties in visually accessing a comprehensive view of appointments with potential leads and tracking their statuses. Moreover, potential leads' limited access in the system prevents them from triggering sales sequence actions and tracking their progress, further complicating the process.

Solution Approach

To address these challenges, our company pioneered a customized application with a multifaceted approach. This solution streamlines the visualization and calendaring of sales sequence activities while automating business workflows. Additionally, it offers a secure custom web platform for potential leads to initiate sales actions externally. Furthermore, seamless integration with Freshsales Suite optimizes customer acquisition and onboarding processes.

Key Features

Visual and Calendarized Sales Activities

The application offers a visual representation of sales sequence activities and calendarizes appointments, providing the recruitment team with a comprehensive view of the pipeline.

Secured Custom Web Platform

Potential leads gain access to a secure web platform to trigger sales actions and track their progress externally, overcoming limitations within the system.

Seamless Integration with Freshsales Suite

The solution seamlessly integrates with Fresh sales Suite to facilitate customer acquisition and onboarding processes, ensuring smooth data flow and process synchronization.

Feature-rich Web Application

A feature-rich web application is provided to recruitment and sales teams, enabling effective collaboration with stakeholders and enhancing overall efficiency.

Key Benefits

Enhanced Visibility

The visual and calendarized representation of sales activities provides the recruitment team with a comprehensive view of appointments and statuses, facilitating better decision-making and planning.

Improved Accessibility

The secure web platform empowers potential leads to trigger sales actions and track progress externally, overcoming limitations within the system and enhancing engagement.

Streamlined Processes

Seamless integration with Freshsales Suite streamlines customer acquisition and onboarding processes, reducing manual effort and improving overall efficiency.

Effective Collaboration

The feature-rich web application fosters effective collaboration between recruitment and sales teams and their stakeholders, enhancing communication and coordination.