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A Digital Onboarding Platform to help Customers go Digital

A Digital Onboarding Platform to help Customers go Digital and accelerate their enterprises and ventures in this era of remote work

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DQC Bureau
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LeadSquared, a Bangalore-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.

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The platform provides user-friendly, mobile-optimised, 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.

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 physical cum digital onboarding of customers and partners, wherein the onboarding agents complete the process on the customer or partner’s behalf.

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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.

Commenting on the launch, Nilesh Patel, CEO, said “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.”

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