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    LeadSquared introduces digital onboarding platform to help customers accelerate digital transformation journeys

    Published on October 21, 2021

     The digital onboarding combines self-serve portals, dynamic applications &, paperless verifications, to digitise and integrate sales, marketing, and operational processes to drive business growth. 

    LeadSquared, a Bengaluru-based SaaS company, known for its sales automation solutions has launched a digital onboarding platform, aimed at the complete digital transformation of the customer’s journey from application to conversion, enabling businesses to automate their marketing, sales and service processes in sync with the evolving business needs.

    The platform provides user-friendly, mobile-optimized, self-serve application forms to help users move through the buying cycle on their own. It also generates portals to help customers manage their own profiles, apply for a product or service, check their application status, and receive approval notifications. For a completely paperless transaction, it enables secure payment integration, thereby optimizing customer experience for a seamless digital experience.

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    Commenting on the launch, Nilesh Patel, CEO, Leadsqared said stated, “The need for digitisation of business processes is evolving at an unprecedented rate.  LeadSquared’s digital onboarding caters to this requirement, with its state-of-the-art features that allow process automation along with complete data analytics for businesses to review and spur their performance.”

    It also allows for easy phygital onboarding of customers and partners, wherein the onboarding agents complete the process on the customer or partner’s behalf.

    With its automated application lifecycle management, it connects various processes involved in the application lifecycle while at the same time generating application drop-off reports so that organisations can identify drop-off points across products, teams, regions, and specific pages to optimise them for better results. The digital onboarding platform allows the provision of complete analytics through features such as hierarchy-based customised dashboards, automated communication and tracking of products and teams to measure efficacy.

    The digital onboarding platform allows businesses to build a completely digital, self-serve customer acquisition process and caters to various industries such as Education, Financial Services, Logistics, Real Estate, and Healthcare, among others. In addition to customer acquisition, it facilitates seamless partner and vendor onboarding as well. It also improves the efficiency of the overall sales of teams since salespeople know exactly when to step in to facilitate a sale. It is being leveraged by some of the topmost brands including Dunzo, Shadowfax, one of India’s largest private banks, education institutions like Amity University, Manipal Unext and Symbiosis Institute, among others enhance their customer and partner acquisition and bolster business growth. Some of the other brands using LeadSquared include Byju’s, Practo, OLX, Max Life Insurance, Exide Life Insurance, and Bharti AXA General Insurance.