SmartNet – Switching from a legacy CRM product to an Odoo-based custom platform

Overview

Industry: Finance

Product: 

• Financial Services
• Insurance
  
  

Website: https://smartnetvn.com.vn



Introduction: 



SMARTNET Company Limited was established in January 2015 and is headquartered on the 16th floor of E.Town Central, 11 Đoàn Văn Bơ Street, Ward 12, District 4, Ho Chi Minh City.

SMARTNET specializes in providing financial and insurance services, including introducing and consulting on consumer loan products and insurance. With fast and simple services and a nationwide sales network, SMARTNET has successfully met customer needs across the country.

Smartnet Kiosk Network:

·       Up to 9k orders per month39.000 member companies

·       500k Euros of sales

·       6k of members

SMARTNET focuses on a team of professional, dedicated, and passionate financial consultants who are equipped with in-depth and well-structured advisory skills. Their goal is to help customers choose the best loan solutions and the most suitable insurance packages, providing timely financial support and improving their quality of life.

Some figures - 2017: 

• 717 Point of Sales (78 Kiosks, 639 VNPosts)
• Approximately 3.000 raw leads per day
  

Challenges

SMARTNET – Large Scale, Management Challenges: SMARTNET operates 717 business locations across 51 provinces and cities, with 5,822 employees, including 5,638 sales representatives working directly in the market. This vast scale presents complex management challenges, particularly in tracking sales performance, overseeing operations, and synchronizing data across the entire system.

However, SMARTNET does not yet have a comprehensive management software, making it difficult to control customer data, manage personnel, and optimize operations. As a result, the company seeks to develop a scalable CRM system that can support a large number of users.

Limitations of Traditional CRM Systems

• Lack of scalability, unable to handle the massive daily influx of potential customers.

• Inefficient lead management, leading to missed business opportunities.

• Fragmented sales supervision, with no real-time performance tracking.

• Poor integration, making seamless operations challenging.

Additionally, SMARTNET aims to develop a website that integrates seamlessly with the CRM system, ensuring synchronized data, enhancing customer experience, and optimizing operational efficiency.

Solution


Aiming to provide Vietnamese people with a fast and easy access to personal financial loans on a fast growing market, Smartnet was switching from a tradition CRM product to an ERP 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.