How to streamline customer onboarding in Splynx

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 a number 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 lead management process by using our self-registration widget that can be easily embedded into your website so that your customers can apply for registration.

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

How to configure the "Sign up" widget in Splynx

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.

You can choose the mandatory fields for your sign up widget in Splynx

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.

Example of the price quote generated in Splynx

How to streamline customer onboarding in Splynx

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 the 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.

If you use ticket communication with your client in Splynx, it will be linked both to lead and further converted customer profile

You can also create needed task templates with full description and checklist or use the default ones.

You can also create needed task templates with full description and checklist in Splynx

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

Splynx Scheduling mobile application

Once your lead has accepted the quote, you can easily convert it to the customer by clicking the Convert button. This menu allows instantly issue the invoice based on the quote and add the active service plan to the customer.

How to instantly issue invoice in Splynx

Various payment gateways have already been integrated with Splynx, so your customers can easily pay the invoice online by using the customer portal or mobile customer application. The mobile portal provides the possibility to see the financial flow, pay the invoices, easily contact support, manage services, check statistics, and more!

The mobile portal in Splynx provides the possibility to see the financial flow, pay the invoices, easily contact support, manage services, check statistics, etc.

Splynx software and its CRM will definitely optimize the ISP sales department and bring customer onboarding to the next level.

 

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