Case Study

Smartnet - Consumer Finance Sales

An Odoo CRM for 5,700+ Users Across a Nationwide Sales Network

Industry: Financial Services
Company Size: 5,800+ Employees
Users: 5,700+
Go-live: November 2017
Effort: 500 man-days over 12 months
Modules: CRM, Sales, Website, Marketing Automation

About the Client

Smartnet Company Limited was established in January 2015 and is headquartered in Ho Chi Minh City. It introduces and advises on consumer loan products and insurance, through financial consultants who help customers choose loans and insurance packages. In 2017, Smartnet sold through 717 points of sale, 78 of them kiosks and 639 at VNPost locations, and received about 3,000 raw leads a day.

The Challenge

Managing a Sales Force of More Than 5,600 People

Smartnet operated 717 business locations in 51 provinces and cities with 5,822 employees, 5,638 of them sales representatives working directly in the market. At that scale, tracking sales performance, overseeing operations and keeping data in sync was complex, and there was no comprehensive management software to control customer data and manage staff.

A CRM That Could Not Handle the Lead Volume

The traditional CRM could not scale to the large number of new leads arriving every day. Lead management was inefficient, which led to missed opportunities, and sales supervision was fragmented, with no real-time view of performance.

Poor Integration With the Website and Other Tools

The existing system integrated poorly with other tools, and Smartnet also wanted a website connected to the CRM so customer data would stay in sync.

Why Odoo & Trobz

To give people in Vietnam fast, easy access to personal loans in a fast-growing market, Smartnet moved from a traditional CRM product to an Odoo-based platform built around four goals: strong lead management, effective daily field sales with lower supervision costs, integration with the technologies it uses to communicate with customers, and real-time insight through reports and interactive dashboards.

What We Built

CRM to manage leads at high volume
Sales to support daily field sales operations
Website connected to the CRM
Marketing Automation for communication with customers
Reports and interactive dashboards for real-time insight

Results

The platform went live in November 2017, after a 500 man-day project over 12 months.
More than 5,700 users work on the system across Smartnet's network of 717 points of sale.