ThinkCap Advisors

 

 Our consultants conducted a process consulting exercise, which involved redefining processes and suggesting improvements - identifying key areas within the process that could benefit from automation. Upon conclusion of the process consulting exercise, it was agreed that implementing a CRM software with robust workflow creation and automation capabilities would be the most suitable solution. Read the Case Study .

  About the Project: Company Background Our client is a U.K based payments solutions company offering credit and debit card payment solutions such as credit Card machines The company also offers virtual terminals and eCommerce solutions. Business Challenge The company operates through an extensive network of over 100 channel partners who sell various payment solutions offered by the company. Previously, resellers would manually send customer application forms via email to a central mailbox. However, this method often resulted in lost emails and missing critical information and documents. The manual process for application receipt and customer onboarding significantly impacted process efficiency and had a negative effect on customer onboarding . Management struggled to track key metrics, including: Number of customers onboarded, applications rejected, applications approved, and customer go-live Performance of each seller in terms of applications submitted, go-live status, and reve...