Who are the users?
| Sales History DPs (SHD) |
No Sale History DPs (NSHD) |
| All DPs who have made any sale with Turtlemint will have an auto migrated list of customers made from MIS on CRM. |
All DPs who have not made any sale will have a blank customer list page and can add customers |
Growth Loop For DPs
|
→ | Customer Created
on CRM |
→ |
| --- | --- | --- |
| ↑ | GROWTH LOOP | ↓ |
| Add new customers - Prospects and Sales outside Turtlemint |
← | Do one of the following -
- Personalised wishes
- Add notes
- Add files
- Add event reminders
- Add customer details |
Objectives
| Objectives |
For Both set of DPs |
| P0 (North Star) |
|
| [Will be achieved after P1] |
Get them to add prospects & customers from out of TM wallet share |
| P1 |
|
| [Hook factor] |
Get them to use and explain benefits of CRM features for already existing customers - |
- Notes
- Files
- Events and personalised wishes
- Customer Details
If no existing customer, ask them to create any prospect and check features. |
| P2
[Needed to understand the wallet share] | Identify if they have business outside TM |
| P3
[Starting point of the journey] | Get them to know and explore CRM. Points to highlight -
(shown in the image below) |
| P4
[Should happen continuously via different touch points] | Continous feedback -
- What are they using today for such things?
- Have they explored CRM?
- What do they think about it?
- What features do they like?
- What features they don’t like?
- Will they recommend it to a fellow colleague?
- Are they using it? |
Figma Link - https://www.figma.com/design/a5OGYW8oZTEIBYlJpRh19j/CRM?node-id=2597-16754&t=yJkURLYbpR9l4xBK-0
Approach
Where all will they get to know about CRM
- Banners on Home Page, Lead Page, Insurance Sales, Sell Page
- Grow Widget - Message and CTA to access CRM
- Quick Link to customers on Grow
- Mails and messages to DPs to come access the newest feature
- Workshop and/or Seminar on CRM
How to make them learn to use CRM and solve their doubts
- Supporting Documents and Videos. Also published on Mint Academy -
- How to use CRM?
- How to add clients?
- How to send personalised wishes?
- How to add files and notes?
- How to manage customers?