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“We use multiple tools to run our day-to-day operations. To outline LeadSquared’s role in this context, it is the brain of all our sales and customer engagement processes. From a back-end perspective, it’s great to have a platform like LeadSquared to unify our other tools and technology solutions. With LeadSquared, we’ve observed a 40% increase in conversions.”
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Increase In Sales Conversions
Decision Making
Optimization With Automation
Agent Efficiency
Uni Cards is a new–age fintech company with a mission to change the way people interact with credit. By reimagining the existing credit products and delivering an unmatched credit experience to millions of Indians, Uni is disrupting how traditional credit card products work.
UNI Cards aims to establish ultimate convenience for customers with a seamless experience throughout every customer’s credit journey. For this to happen in the front-end, they mainly had to address the following challenges in the back-end:
– Track customers interactions to understand their intent
– Define the end-to-end flow of the lead
– Streamline application management and reduce customer onboarding TAT
– Empower sales teams with the right sales execution tools
– Set up a clearer way to identify business opportunities and upsell/cross-sell products
– Optimize processes at scale
Customer onboarding has huge potential to positively impact customer experience. With LeadSquared’s WhatsApp connector, UNI Cards onboards and provides on-demand customer support in a few clicks.
This helps them streamline applications from the very start, right from document collection to e-KYC verification. This helps reduce the customer onboarding timelines and eliminate possibilities of incorrect data entry during the application stage.
Acquiring new customers is 5 to 25 times more expensive than retaining existing ones. Which is why a leak-proof approach to lead management is beneficial.
From lead capture, to distribution, and nurturing stages, UNI Cards has brought in structure to the flow of the lead with LeadSquared.
Lead capture involves collecting potential customer information, such as contact details and preferences, through various channels like forms, social media, or website interactions.
LeadSquared also enables automatic lead distribution, assigning captured leads to relevant sales teams or individuals based on predefined criteria.
Additionally, LeadSquared’s lead nurturing capabilities facilitate systematic engagement and cultivation of leads over time through personalized communication and targeted content.
Not only does this simplify the next steps on sales outreach, but it also builds more transparency by centralizing lead information and fosters business growth.
With LeadSquared’s activity management, they get an insight into the real-time engagements of any lead. This can include activities like opening an email that’s part of a email marketing campaign, requesting a demo, viewing a landing page, and other such examples. It can help sales users communicate with context in their next outreach.
Automation can be a godsend of a capability for companies like UNI Cards who cater to thousands of customers on a weekly basis.
With process automation, processes like lead distributions, email responders, messages, etc. can be triggered based on a defined criterion. Thes automations can also help optimize processes at scale.
For example, if a customer completes the KYC verification on WhatsApp, an automated message can be triggered to confirm the same. This helps them work efficiently and focus on other strategic initiatives with processes on autopilot.
This helps UNI Cards connect multiple tools and solutions with LeadSquared. Therefore, helping them eliminate system silos, enable cross-functional collaboration and unify the execution of operations on one platform across teams.
With this feature, sales executives can identify potential sales opportunities in cases of upsell/ cross-sell. Since each opportunity can be treated as different sales pipelines, it further helps teams working across different products work on the same prospect.
With LeadSquared complementing UNI Cards’ initiatives for the last three years, they’ve consistently enhanced their existing business operations and achieved a 40% increase in sales conversions. Today, UNI Cards has emerged as a leading fintech in the Indian market with capabilities like workflow automation, hassle-free customer onboarding, and much more!
Sterling Accuris Improves Conversions by 25% with LeadSquared
