In a nutshell…
- System Integration
Squirrel Business Solutions supported Smartpay in transitioning from a cumbersome manual method of processing new applications to a secure, automated online system and reduced the time taken to complete and sign forms by 45 minutes.
A simple click within the email takes the client into the PDF. Here, they can review the pre-filled information, add new information and check a box to accept the terms and conditions. Crucially, they can also add a legally binding electronic signature. This step triggers the return of the completed form to the CRM, where it is attached to the original lead as a PDF. The record owner also receives an alert to follow up.
Smartpay’s Digital
Smartpay is the largest independently owned and operated EFTPOS (electronic funds transfer at point of sale) provider in Australasia. Smartpay supplies payment machines to more than 20,000 merchants across Australia and New Zealand.
The brief
Smartpay’s application process required new clients to complete forms manually, on paper, and involved multiple steps and several touch points between clients and staff. Smartpay wished to implement an automated process that would make it quick and easy for their clients to complete and sign applications online. An important requirement was that the new system was secure and fully compliant with their bank’s legal requirements.
“The application process was tedious and provided a poor customer experience,” explains Ben Hirons, Smartpay’s Digital Project Manager. “We wanted something better for our customers.”
The solution
- eSignLive (now OneSpan Sign)
- Veda
- Zoho CRM
Smartpay already had Zoho CRM in place. Squirrel integrated Zoho CRM with Veda, a credit reporting service. It also installed and integrated eSignLive, the electronic signature solution behind some of the world’s most trusted and security-conscious organisations. Squirrel’s developers then wrote custom integration to ensure a smooth flow of information between systems.
In order to facilitate as much automation as possible, Squirrel created fields in Smartpay’s CRM leads module that map across to the fields in the application forms. Once Smartpay have added a new lead to the CRM and completed the relevant fields, they simply press a button to start the document-signing process. This automatically pushes the information from the CRM into a PDF version of the relevant form. At that point, the PDF is sent to eSignLive, which in turn sends an email to the client explaining the process of completing the application.
A simple click within the email takes the client into the PDF. Here, they can review the pre-filled information, add new information and check a box to accept the terms and conditions. Crucially, they can also add a legally binding electronic signature. This step triggers the return of the completed form to the CRM, where it is attached to the original lead as a PDF. The record owner also receives an alert to follow up.
Throughout the process, eSignLive works behind the scenes, with all interfaces white-labelled and carrying Smartpay’s branding.
The benefits
- An easy-to-use, streamlined online application process that has drastically reduced data entry and eliminated scanning; this saves at least 45 minutes per application.
- Fully compliant, legally binding documents.
- One reliable, central repository in which to store completed documents.
- Enhanced efficiency by providing sales team with automated reminders to follow up at various stages in the process.
- Improved customer experience and enhanced Smartpay’s image and reputation for providing an efficient and reliable service.
By moving to eSignLive, we have improved the customer experience and our process, as well as the integrity of our data.
Ben Hirons
Digital Project Manager
Smartpay’s Digital
Ask Squirrel
Could your business benefit from a similar solution? We’d be happy to help you find one. Book a free consult today.
Squirrel Business Solutions implements and integrates CRM and other cloud-based systems, and provides training and support, for small and medium-sized businesses all over Australia, including Melbourne, Bendigo, regional Victoria, Tasmania, Sydney and Brisbane. This empowers them to automate their processes and improve their efficiency.
Elizabeth is our resident customer engagement lady. She checks in with our clients regularly to help the team at Squirrel efficiently deliver what’s important. She’s a bit of a wordsmith too!