Case Study: a leading online payment app streamlines merchant onboarding with LeadSquared

Leading Online Payment App streamlines merchant onboarding with LeadSquared, onboarding thousands of SMBs

The customer, a leading online payment app, faced challenges in scaling its merchant onboarding process. Issues included inefficient lead distribution, a lack of transparency, and duplicate onboarding, which hindered its goal of creating a frictionless experience for new merchants. To address this, the company partnered with LeadSquared and implemented its Sales CRM and Mobile CRM App to bring structure and efficiency to its operations.

LeadSquared provided a centralized application with automated lead capture, hierarchy-based distribution, and de-duplication logic. This solution streamlined the entire merchant onboarding process, enhanced agent productivity, and provided intelligent reporting for data-driven decisions. The results for the payment app included shorter onboarding timelines, zero missed opportunities, higher agent productivity, and minimized field agent churn, enabling the smooth onboarding of thousands of businesses.