How to streamline customer onboarding in Splynx 3.0

In every new release, we take into consideration the suggestions and daily problems of our customers in order to automate and eliminate manual admin work drastically.

Every provider has the amount of customers who are already subscribed and also there might be hundreds of people that are wondering about the services and coverage or you are just trying to approach them to use your services. 

Splynx CRM system allows ISP providers to streamline the process of lead management by using our self-registration widget that can be easily embedded to your website, so your customers will be able to apply themselves. 

Sign Up widget is fully customizable and can be configured just in few clicks without the need for coding.

 

There is a possibility to choose the mandatory fields and form settings.  Once complete, simply copy and paste the result code to your desired web-page.

 

 

This form also creates a quote immediately based on the customer’s choice. So you can pre-set the tariff plans that are available for self-registration or even provide customers with complete bundles that will include the service, installation price etc.

 

CRM feature is also connected with Ticketing and Scheduling features. Once customers agree to proceed with your services, you need to connect them. Splynx allows you to schedule a task directly on lead’s CRM profile. Also, if you use ticket communication with your client it will be linked both to lead and further converted customer profile.

 

There is a possibility to create needed task templates with full description and checklist or use the preset ones.

 

 

Starting from v.3.0 Splynx can be synchronized with Google Calendar, so all scheduled tasks are immediately visible for your installer. Our new Scheduling mobile application provides easy access to all assigned tasks and their management, it also includes the calendar and possibility to use maps to see task location and quickly build the right routes. Also, the application is supported to work in offline mode, to be always on a track.

 

 

Splynx software and its CRM will definitely optimize the ISP sales department and bring customer onboarding to the next level. Should you have any questions regarding Splynx CRM features or further information is needed, please contact us.