Vendor Onboarding and Management Software
Give your Vendor Onboarding teams the only software they need to onboard more vendors, keep them engaged & build a profitable vendor community.
Transforming vendor onboarding for some of the best marketplaces in the world
Make vendor onboarding super-easy and completely connected
Easy to use, easy to adapt – across teams and hierarchies
Add new vendors easily
Allow your vendor onboarding teams to collect, upload and sync documents digitally and paperlessly – while on the field. Route them to the verification team based on agent availability or any criteria of your choosing. Integrate with verification systems in real-time.
Dynamic forms for different verticals
Your vendor onboarding team might be divided by the product category or verticals that they handle. Dynamic forms make their work easy by displaying only the fields necessary for their particular vertical. This gives your team a clutter-free experience when they onboard a new vendor, reduces the chances of manual error, and speeds up application.
Automatically connect with verification teams
As soon as the vendor onboarding team adds a new partner, you can route them to the verification team based on agent availability, vendor category, product category or any other criteria of your choosing. Integrate with verification systems in real-time. Approvals or rejections can then instantly happen.
Build a highly productive vendor onboarding team
Make it easy for them to plan their day, their week and their month
Auto-plan your team’s day
WPSCRM automatically plans your vendor onboarding agents’ day, including meetings in order of priority, best routes to follow, goals for the day and more. Increase your team’s productivity by auto-identifying possible meetings in their proximity.
Track your agents real-time
Track everything your vendor onboarding team does. There’s auto check-in for agents, geo-tracking to validate meetings, geofencing to identify location mismatch and ensure no meeting is misrepresented, and tracking of all the conversations and activities.
Help your vendors perform better, constantly
Trak their performance, suggest corrective actions and more
Live-track vendor performance
And suggest corrective actions accordingly. You can measure the performance of one vendor against others. Accordingly, trigger messages for vendors with tips to improve performance, and for account managers to take relevant action. Set tasks automatically for account managers as well.
Identify and act upon up-sell/cross-sell opportunities
Allow your team to identify and act upon upsell opportunities, using digital signals + manual activity addition.
For instance: Agents can add activities straight from their mobile app if they identify the need for a loan or insurance (if that’s one of your offerings for your vendors); tasks are then automatically created for the loan/insurance teams to connect with the vendor.
Keep your vendors engaged
As soon as a vendor meeting is over, you can automatically send meeting details, onboarding steps, tips to improve an existing vendor’s performance and more to the vendor based on the disposition of the meeting.
Dig deep into the performance of your vendor onboarding teams
