Customer Evaluation and On-boarding Solution
Capability Of Custom Evaluation & On-boarding Solution
Managing customer on-boarding is an important part of customer’s journey.
This module helps in evaluating potential customers in a structured manner, presents data driven decision recommendations to the management, manages contracts digitally, helps in managing sampling workflow and all account specific communications in a single panel thereby imparting transparency of communication and speed of service.
Features Of Custom Evaluation & On-boarding Solution
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Micro Services Available with Custom Evaluation & On-boarding
- Account creation & Management module is used to onboard clients onto the platform by capturing all the details of the client that will be used in daily operations as well as for billing.
- Capture client master details to be used for daily operations like client site details.
- Assign capex and opex materials to be deployed to client sites.
- Record information to be used for billing like fixed charges, GSTN, opex site-specific pricing and taxes.
Addon Modules Available with Custom Evaluation & On-boarding
Capabilities Of Account Evaluation Tool
- Account evaluation tool provides a common framework to evaluate all potential leads using a configured rule engine. This eliminates any human bias in account selection.
Features Of Account Evaluation Tool
- Reduce the number of pull-outs in accounts by ensuring the correct account selection.
- Minimise the time spent on decision making and deploy machines faster leading to increased revenue flow.
- Achieve better margins by ensuring the right account selection.
Capabilities Of Digital Contract Automation
- Digital contract automation helps reduce the time and effort invested in getting contracts approved and signed physically thereby ensuring that businesses hit the ground running immediately.
Features Of Digital Contract Automation
- Easy to Use – All you need to do is to choose a template, fill in the required details and attach a digital signature.
- Low Transaction cost – Lowers the cost of material, transport, labour by using electronic means to send/receive contracts.
- Save Time – Contracts can be viewed, edited and sent on the go reducing the time taken to sign contracts.
- Avoid errors – A completely digital process without human intervention leads to zero errors.
- Legally secure – Usage of digital signature ensures that the documents are legally valid and secure.
Capabilities Of VAAS Sampling Workflow
- Sampling workflow enables a seamless co-ordination between the sales, operations and warehouse teams to ensure a successful trial of your services for your customer.
Features Of VAAS Sampling Workflow
- Sampling equipment availability – View availability of sampling equipment to schedule trials for your customers.
- Sampling pipeline visibility – Complete visibility of the sampling requests helps the operations team to visualise the pipeline and plan accordingly.
- Automated deployment and pullouts – An end-end digital process ensures there is no manual intervention needed for placing deployment and pullout requests.
- Higher Throughput – Automated pullouts ensures machines can be quickly deployed to other sites for sampling thereby increasing the throughput of sampling.
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