SmartNet – Switching from a legacy CRM product to an Odoo-based custom platform
In Case StudiesAbout
Smartnet (a subsidiary of FE Credit) specializes in personal financial services and insurance including referrals, consulting self-directed credit products, consumer loans, and insurance.
The project
Aiming to provide Vietnamese people with fast and easy access to personal financial loans on a fast-growing market, Smartnet was switching from a legacy proprietary CRM product to a tailor-made system with the emphasis on the goals:
Powering a strong Lead Management capacity;
Supporting effective daily sales operations in the market field and reducing labor supervision cost;
Providing a rich integration with various technology solutions for effective communication with customers;
Featuring a strong real-time insight and analysis using best-in-place reporting modules and interactive dashboard;
Main features and customizations
The project includes the following key features & customizations:
Product with dynamic attributes management
Sales Campaign Automation
Lead Allocation with dynamic rules and the possibility to combine rules
Lead Follow-up Process until sales contracts are signed
Kiosk & Salesforce Management for 5800 employees in 717 point of sales over 51 cities and provinces
Integration with business partners’ systems, social networks, Asterisk (basic), Website, Mobile App
Effective Sales KPIs Management
Complex Sales Bonus Calculation
Some figures
717 Point of Sales (78 Kiosks, 639 VNPosts)
Approximately 3000 raw leads per day
Customer
FE Credit
Industry
Financial Services
Employees
5800+
No. of users
5700+
Go-live date
November 2017
Implementation project
500 man-days over 12 months