Accelerating customer onboarding and empowering agents
Client onboarding dashboard
The challenge at hand is to create a user-friendly agent dashboard for agents to onboard and manage their clients within the Titan Secure ecosystem. The dashboard needs to provide agents with an efficient and organised interface to manage customer onboarding and assist in securing their vehicles. Additionally, the dashboard should empower agents to monitor vehicle tampering incidents, promptly alert owners, dispatch security personnel if necessary, and enable remote locking and unlocking of vehicles when requested by customers.
The dashboard provides agents with a comprehensive view of customer interactions, sales pipeline, and real-time vehicle status updates, enabling them to deliver a seamless customer experience while ensuring efficient vehicle security management. The agent dashboard streamlines the customer onboarding process, allowing agents to easily track and manage customer progress in the sales pipeline. Agents can view which stage each customer is in, ensuring timely follow-ups and facilitating a smooth transition from initial contact to securing the vehicle. Agents can monitor vehicles for any signs of tampering, such as unauthorised access or suspicious activities. In case of tampering, agents can swiftly alert the vehicle owner and take necessary actions to address the situation. Agents are able provide prompt customer support by remotely locking or unlocking vehicles upon customer request, ensuring a seamless experience for customers. Agents can access customer information, vehicle status, and communication history with just a few clicks.
The interface is thoughtfully organised, allowing agents to efficiently manage their tasks and prioritise customer interactions. By centralising customer onboarding, vehicle monitoring, and customer support functions in one dashboard, agents can effectively manage their workload and optimise their productivity. The streamlined workflow and quick access to essential information empower agents to deliver exceptional service and support to customers, resulting in increased customer satisfaction and retention.