Modules
A catalogue of modules for the digital stars of the utility world
OnBoarding Funnel is the onboarding software platform that accelerates digital sales and simplifies the commercial back office thanks to an ecosystem of fully integrated modules specialised by collection channel. All components support the entire set of commercial operations of the utility world – switch-in / cross / win back, transfer, takeover, product change, new activation – implementing state-of-the-art sales processes compliant with ARERA directives.
WEB-ASSISTED module
WEB-ASSISTED is one of OnBoarding Funnel’s 2020 news: ideal for inbound and outbound call centres, internal sellers and branches, it makes web contracts accessible to any home and small business user in possession of a smartphone thanks to real-time interaction with the operator.
Features:
- Assisted choice of the commercial operation and market segment (domestic, business, apartment building)
- CRM query for customer data acquisition
- Credit score e customer potential value display
- Facilitated data entry proposal
- Fallback on standard teleselling process with vocal order
- Send links to customers via text or email
- Real-time monitoring of message delivery
- Mobile-first proposal landing page
- Real-time assistance with customer data verification
- Contractual envelope composition
- Digital signature with OTP
- Mobile-first attachment upload
Available in the Enterprise version
WEB-SELF module
WEB-SELF enables the sale of electricity, gas and dual contracts by implementing a mobile-first multistep process developed by Dazerolab with the contribution of a panel of UX, web design and regulatory compliance experts. Fully customizable in terms of look & feel, the module guarantees an uninterrupted contact experience with the digital properties of the sales company and a buying experience in line with the digital best-in-class. It can be integrated into the main lead generation, analytics, digital marketing, target redirection and customer communication management platforms.
Features:
- Commodity availability territories configuration
- Look & feel customization through a CSS style sheet
- Timed marketing tips and on-page events (close, back, etc)
- Chat integration for commercial assistance
- Link to Google Analytics and Facebook Pixel
- Mobile-first sales process optimized for commercial operation
- Landing page offers with static URL
- Automated reading of the supplier’s bill
- Real-time generation of the contractual envelope
- Digital signature envelope with OTP
- Upload mobile-first contractual attachments
- “Abandoned carts” management
- Transfer of leads to direct marketing systems
- Escalation to channels such as teleselling or assisted web
Available in the Essential, Advanced, Enterprise versions
STANDARD TELESELLING module
The STANDARD TELESELLING module facilitates the coordination of telephone sales operations carried out by one or more partners of the sales company. All subjects access the Onboarding Funnel and, depending on their roles and permissions, collaborate in the success of the operations due to the benefits of innovative functions such as digital confirmation of the customer’s willingness to purchase via click-to-sign signature or OTP code in the vocal order. Thanks to these features, Vocal Order 2 is not required and sales times and cost-to-acquire are reduced.
Features:
- Distribution of the telephone sales process on one or more subjects
- Digital or paper purchase confirmation
- Customizable management of quality controls
- Mobile-first proposal landing page
- Digital signature envelope
- Automatic reminders with customizable content and process
- Escalation between channels
- Unified repository for vocal orders, attachments and documents
Available in the Advanced, Enterprise versions
ENTERPRISE TELESELLING module
ENTERPRISE TELESELLING adds to STANDARD TELESELLING the possible application-to-application integration of the call centre CRM with OnBoarding Funnel, for super-efficient telephone sales processes even on massive collection volumes: at the end of the conversation with the customer, the operator sends the proposal data and the vocal order to the OnBoarding Funnel platform without having to leave the CRM.
Features:
- API for integrating OnBoarding Funnel with the call centre CRM
- Digital or paper purchase confirmation
- Quality controls customizable management
- Mobile-first proposal landing page
- Package digital signature
- Automatic reminders with customizable contents and processes
- Escalation between channels
- Unified repository for vocal orders, attachments and documents
Available in the Enterprise version
D2D / A2C / AGENTS module
The D2D / A2C / Agents module offers to all staff in the area convenient access to OnBoarding Funnel to facilitate the collection of paper contracts signed with a handwritten or digital signature in person or remotely.
Features:
- Massive upload of signed proposals with a handwritten signature
- Single proposal upload
- Distance selling with a digital signature of the contract
- Quality controls customizable management
- Process distribution on multiple subjects
Available in the Advanced, Enterprise versions
BASE module
The BASE module, the true core of the platform, offers an overall view of the cross collection and all the functions necessary for managing the OnBoarding Funnel.
Features:
- Channel configuration
- Contract acquisition funnel creation
- Creation of brands, campaigns, offers
- Loading of the back office process
- User and group configuration
- Connection to the domain controller
- View list of cross-channel proposals
- Proposal card
- Status of the proposals
- KPI Dashboard Collection Process
- File export/import (SII, CRM, Commissions, etc.)
Available in the Enterprise version
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