Integration of the sales data with the smart call app API
Provision for updating payment status by the collection agent or backend coordinator . Also, Monitor the calling status before visiting the Customer for each region
Smart Call
Highlights
Used By 100+ Field Collection Agents
Tracking History of payment from specific customer
Multiple locations across Egypt, Israel and Palestine
Multi Language support for the Mobile App and Web Application
Automated daily call and Manual update of daily call by back office team using backend web application
Overview
Michel Salah from Israel was in need of a smart call solution for their field collection agent. Smart call app will be used by the collection agent, who gets the list of payment due for the specific day and alerts for overdue payments in each region for the follow up of their specific overdue clients.
They can Whatsapp, call or even SMS from this application to their customers on payments prior to their visit about their loan overdue and remind clients allotted for them by their respective coordinators from the office.
Challenges
Goal
To design and develop the most user friendly quick and quality mobile app and web app for Collection Agent and their coordinators to seamlessly manage the end to end process of Payment Collection. The app should connect to the backend Sales database based on the location of the Collection Agent.
Track Paid / Unpaid Status of the Customer
Provision for updating Payment Status with Paid / Call Status / Visit Status of the Customer / Work
Reschedule option for both collection agent and co ordinator
Getting Daily Schedule List for collection agent
Multi lingual support
Solution
API integration with the existing sales data is retrieved for the necessary details alone. For all the sales data and customer data the existing database is used and for the collection agent login, tracking, generating report, list of activity of the application is maintained in a separate database.
Updating Sales Data has an additional approval flow, so that all payments are validated and then included in the backend Sales database. The agents can use either whatsapp or sms or call before visiting the customer. Also, the system have option to use more than 1 whatsapp number to reach out to the customer by the co ordinator or collection agent.
Technology
Status
The application was delivered by August 2018 and their sales agents started using the application from September in both mobile and web applications that were used by their backend teams. This digital transformation helped the client with their business simplification, speed of operations, efficiency, and growth.
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