Seamless Data Migration and Integration

• Migrate all merchant accounts, contacts, and orders.
• Connect LMS data to the new CRM system.
• Ensure consistency in billing and payment subsystems.
• Keep sales module, Opportunity Pipeline, and dashboards uniform.
• Complete migration smoothly with minimal disruption.

Secure onboarding and validations

• The team used an automated approach for merchant onboarding.
• This removed manual document checks and minimized security risks and errors.
• Our team verified each lead in detail and completed escalated approvals.
• We converted the lead into a merchant account.
• We created custom fields based on merchant type (Retail, Corporate, etc.) for IVR-based information collection.
• The process ensured secure and fully automated onboarding.

Support and Issue Tracking

• Our team provides L1 and L2 support for merchant onboarding and data migration.
• We assisted in aligning merchants with business types, stores, and POS deployment workflows.
• Our team identifies and documents all potential issues and escalations.
• We provide detailed guides to ensure faster resolution.
• The process helps maintain smooth operations and reduces downtime for merchants.

New Billing System and Reporting

• Our team integrates the New Billing System (NBS) with Microsoft Navision.
• We use add-on modules to manage key actions in the billing cycle.
• We generate unique IDs for accounts and track store machine dispatch.
• We transmit bills and assign on-field executives based on proximity for faster POS setup.
• We visualize transaction data, customer behavior, and service resolutions in dashboards.
• Merchants can monitor inventory and track top-performing dispatch and installation executives.

Incentivization

• Our team manages both monetary and behavioral incentives for sales executives via Salesforce Channel Incentive Management.
• We clearly distinguish between intrinsic and extrinsic incentives.
• We design the incentive system to motivate sales reps effectively.
• It drives optimized merchant partner acquisition and overall sales performance.
• The program supports the organization’s bottom line while rewarding high performance.

Process Modularity

• Our team developed multiple Salesforce modules for Sales, Leadership, Opportunity Management, Issue Tracking, and On-field operations, with each team managing specific parts of the lead journey, approvals, and machine dispatch.
• We created custom modules to streamline functions and integrated value-added services like EMI, UPI, and third-party payment platforms.
• We documented all processes in clear and detailed SOPs for new merchant representatives.
• Merchant training became faster, and our extended support ensured quick error resolution.
• We handled potential issue escalations efficiently, enabling smooth onboarding and reliable system operations.

SOPs and End-to-End Error Handling

• Our team documents all processes in clear and detailed SOPs for new merchant representatives.
• Merchant training takes very little time.
• Our extended support ensures rapid error resolution.
• Our team handles potential issue escalations efficiently.
• This approach provides smooth onboarding and reliable system operations.