Upload marketing assets via our campaign management system to display videos, product brochures, and photos that help guide customers through each pitch.
If an agent connects particularly well with a new client, they can show their gratitude by snapping a photo with the client and posting it to social media on the spot.
OnBoard also makes it possible to embed your website directly into the sign-up form, and edit your campaigns on the fly – no need to call our 24/7 help center when you want to make changes!
OnBoard supports multiple workflows and can send beautifully tailored emails based on what the client discusses with the agent to help continue their client journey!
Take advantage of our 10 years of experience and state of the art strategies to avoid spam filters and to ensure that clients get the emails delivered into their inboxes.
Add your company social media links, client receipts, videos and much more to increase retention, spread the word and ensure a wonderful client experience from A-Z!
Was the agent too pushy, were they knowledgeable, were they friendly? Gain powerful insight into how your agents are disseminating the company brand and image with real feedback right from the clients themselves!
Build instant connections with new clients by sending completely tailored welcome SMS messages immediately on their smartphones.
Build instant credibility by sending SMS messages from alpha-numeric vanity phone numbers such as your company's name!
Build trust by easily adding custom fields into the SMS message such as client name, video links etc!
Our social distancing-approved practices include SMS, email, and QR code confirmations to avoid passing devices back and forth, and a newly-minted call centre for remote sales initiatives. Clients can express their consent to authorize their payment using our audio confirmation feature to further enhance the touchless experience.
Agents begin by entering the customer's information into the tablet, where our smart forms will
ensure 99% data accuracy.
Once the first portion of the form is completed, they will receive a link via SMS or email to fill out the legal section of the form and complete payment on the spot. By continuing the process on their own device, they can
maintain a safe social distance at all times.
Once the customer accesses the form, they will be able to
view the information collected
by the representative, confirm the amount product or service, and finalize.
Finally, once their transaction has been completed, the customer will receive a
personalized welcome email and/or SMS,
and the transaction data will be available via our back end.
Additionally, OnBoard offers Text to Sign up options for keeping a safe social distance. Get your customers to sign up to your newsletter via text message. Benefit from automated built-in replies, automatic processing of payments and seamless integration with your F2F campaign.
Spread the positive word on your favourite social media platform to expand your client-base exponentially and get additional sales. Customers can promote the product or service they purchased while inspiring their followers to buy as well using a company's branded OnBoard mobile form. Watch the sales roll in with the power of social media!
Put QR codes to work by setting up a campaign in kiosk mode! Potential customers who are walking by can scan the QR code on their mobile device to purchase your product or service without the need for additional assistance from an agent.
Blackbaud Luminate
Blackbaud Merchant Services
Chase PaymentTech
CyberSource
iATS
Ingenico
Moneris
PayFlowPro
PaySafe
Sage
Stripe
Vantiv + WorldPay
OnBoard can be configured to accept all major credit and debit cards and direct debit.
We offer the ability to swipe, scan, or manually key in card information. You can also add Apple Pay and Google Pay options on certain campaigns depending on your organizations processing setup.
We have the ability to block prepaid credit cards if necessary, and every card we accept must pass a standard Luhn algorithm safety check.
It's the same rich data you've come to expect from OnBoard, compatible with your favourite platforms.
Aegis
Artez
Charity Engine
Donor Quest
Donor Voice
Luminate Online
qGiv
Raiser's Edge
Revolution Online Solutions
Salesforce
Is the routing number correct? Is the account in good standing? Does the account exist? Are there sufficient funds? Increase your transaction success rate at point of sale instead of waiting three to five days, only to find out an account has bounced.
As part of our error-free data promise, our app automatically validates bank fields for direct debit transactions to ensure the correct number of digits is being entered.
The app includes a sample blank cheque to help representatives capture the right data, and can take a photo of a void cheque to cross-reference in the event of incorrectly-entered information.
Users have the option to enable field matching, which requires reps to enter banking details twice to ensure they match up.
From acquiring hot leads via social media ads to closing the sale. Use OnBoard to import, manage, segment, and export key lead lists, including lapsed leads, people to retarget, and people who have made a purchase.
Customize outgoing caller ID
Accept secure payments via the dial pad
Record each call for quality assurance
Use the scheduled callback feature to automate their follow-ups
Once an agent completes a transaction, they can ask the buyer for a referral to a friend, family member, or colleague, then conduct the sales call on the spot. This approach creates an environment of trust and legitimacy that significantly increases the likelihood of conversion.
Drum up some friendly competition and motivate your agents to knock their sales goals out of the park. Our back end displays leaderboards that track high “scores” for both individual and team sales, giving them an extra push to best themselves and help their team climb the ranks.
Each leaderboard updates in real time, so representatives can watch their efforts pay off with each new sale that rolls in. OnBoard can track daily, monthly, and all-time records for amounts sold, helping people and teams to stay on top of their current and long-term progress.
