Accelerating Onboarding

Operations Through Online And

Offline Mobility For True Money

TrueMoney is a financial technology brand, providing e-payment services in Southeast Asia. In Thailand, the platform includes TrueMoney Wallet, WeCard by MasterCard, TrueMoney Cash Card, Kiosk, Express, Payment Gateway and Remittance. TrueMoney features a remittance service, and has initiated cross-border remittance from Myanmar and Cambodia, to Thailand.

Challenges

Lack of Discrete Onboarding Process

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.

Inefficient Lead Allocation

Leads were assigned manually and there was no track lead stages and next actions hence reducing conversions.

Poor CRM Adoption

The existing CRM was not actively used by the salespeople on the ground.

Lack of Monitoring

Day-To-Day activities were not captured properly and hence it was difficult to measure individual target v/s achievements.

No Real-Time Data Capturing

All the forms and activities done on a day are not reported properly and hence cause a gap in informed decision making.

No Offline Availability

Not being able to collect data due to bad Connectivity issues causing information delays and problems to the mobile workforce.

The Spoors Solution

Streamlined Onboarding Process

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 Leads

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.

Integrations

The existing CRM was integrated with effort which gives more flexibility to salespeople on the ground.

Activity Tracking

Monitoring Tool & Live feed to track employee activities like Agent Check- ins, Client Visits, Form Submissions, Negotiations, Meetings with Decision Maker, Closures.

Alerts and Notifications

Notifications Tool used to send Simple, push notifications based communication messages between managers and salespeople.

Real-Time Reporting

Reports Tool used to pull real time data on all activities done to remove the gaps in decision making.

Offline Availability

Reduced information delays and problems to mobile workforce as there is a complete offline availability. Can be easily used in remote locations.

Special Integrations Done

Equator Data To Effort

Integrations done with their system ‘Equator’ which sends the agents (existing partners of customers who use TrueMoney Wallet) data from Equator to Effort Platform.

All In One Solution

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.

The Benefits

  • Customer facetime improved by 10 minutes
  • Unattended customer visits reduced by 100%
  • Unique visits per month increased by 200%
  • Monthly growth in customer acquisition increased by 200%
  • Customer satisfaction jumped by 150%
  • Lead time for support reduced by 5 days
  • NPS score improved by 50
  • PlayStore rating went up by 0,3
  • Field employee efficiency improved by 32%

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Accelerating Onboarding Operations Through Online And Offline Mobility For True Money