Dynamic and Sales-Compliant
enrolment activities With the
Our platform is highly customizable, so it’s effortless to integrate it into your existing workflows. This flexibility not only makes us easy to work with, but it also means that you get a personalized solution that works for you.
Contact us today, and let’s discuss how we can help you!
Sales agent Dashboard:
The best way to stay organized and proactive in the hypercompetitive industry is with an interactive sales dashboard.
Easy step-by-step enrolment:
No frills interface that guides you through automated steps towards enrolment.
Geo Location Tracking:
Monitor attributes of your field sales team, like real-time location, meeting notes, and distance traveled, to optimize field sales.
Sign contracts without having to exchange paper or touch a Sales Rep’s tablet or smartphone
Electronic signatures provide authenticity and ensure that the signature is verified
Real-time monitoring effectively tracks agent productivity, analyzes performance, and monitors compliance.
Photo, ID, and Invoice Capture:
Enhanced data accuracy and reduced back-office cost and time investment by streamlining documentation and organizing data.
An audio recording at the door:
Authenticate your sales’ credibility on the go.
Agent Enrolment Radius:
Discover the agent’s sales position and the distance between the sales rep and the customer.
Maintain and protect sensitive data from leaks and data manipulation.
Customize the Portal to Match Your Branding
and Make it Fit into Your Business Seamlessly.
Webform – Telemarketing
Customers can review the contract and digital sign – MD State requirement
Agent location tracking: Real-time monitoring effectively tracks agent productivity, analyzes performance, and monitors compliance.
Easy step-by-step enrolment:
Custom Dashboards: Custom dashboards enable you to monitor multiple metrics.
Custom reporting: Custom reports empower you to delve deeper into the analytics and allow you to pull
out crucial information.
TPV receipts: Direct access to stored customer answers and IP addresses.
Self-Service: Real-time update pricing, scripts, and enrolment fields.
Sale Vendor management: Turn teams/sales reps on and off in seconds.
Realtime Ticket Support System: Raise a ticket request and solve it directly via Freshdesk IT Support Team.
Account Manager – white glove service: TBD
Customize The Client Portal To Match Your Preferences And The Way You Work
1. Enrolment Report: View all enrolment data in a list view, including sales center data, customer data, enrolment data, sales data, TPV data, etc. A client user can easily check and download the report in CSV and xlsx format.
2. Lead Detail Report: Get a 360-degree view of your sales activity. It’s the perfect way to help you track and analyze your performance to make smarter decisions and grow your business.
3. Alert/Fraud Report: Detects fraudulent activity and sends alerts instantly via custom email lists.
4. Call Recordings: Provides all call recordings for a respective enrolment ID. Listen to and download TPV call recordings at a centralized place.
5. Contract Delivery Report: You can send out contracts to customers on behalf of the client, store all agreements in the portal for easy access, and more.
6. API Report: The system will show the API details, including the status of an outgoing API request.
- If a client requests, Send TPV lead details to the client via a real-time outgoing API.
- Show the lead-wise status of the API request.
- The Detailed view of a particular lead’s API request data, which includes, Status, Lead ID, Response, URL, status code, and requested data (Json codes).
- A user can export the report in CSV and xlsx format.
7. VoIP Report: Check VoIP numbers with a single tap and debar specific VoIP numbers for enrolment and third-party verification.
8. Distance Report: Get the exact distance between the customer and the field rep during the transaction.
9. Sales Agent Trail: Track field rep’s live location via breadcrumb trail.
TPV360 is the only solution that provides an end-to-end view of the customer journey and automates the entire process.
It also provides real-time insights into customer behaviour and helps you make better decisions.
Our highly trained reps are standing by, ready to help
To schedule a full demo of the platform or get additional info, you’re just a few clicks away.