At Juakali, our goal is to remove barriers and make it as easy and affordable as possible for you to run your business successfully. And nothing reflects this better than our lead management module. New customers can come from many different channels: your field agents, a form on your website, a USSD code, or social media ads. In this blog post, we show you how you can use a simple Google Form to reach one or thousands of potential customers and collect their details.
Consider this: you have a list of phone numbers of potential customers, perhaps people who have previously expressed interest in a loan. Instead of using limited call center resources to contact them one by one, you can upload the list to Juakali, and we’ll send out an SMS with a link to a Google Form to all of them. A form takes only a minute to fill out and acts as a more tangible call to action compared to “call us” or “check our website.” For your organization, this results in more concrete, high-quality leads.
The video below illustrates how the results from a Google Form are fed directly into Juakali for processing, alongside all your other leads. No app switching required. Google Forms can also be available on your website or shared through other channels like Email.
In the video, we demonstrate how a lead submits their information through a Google Form shared via SMS or other channels. This data, including essential details like name, contact information, and loan requirements, is seamlessly transferred into Juakali’s platform. Once the data is in, the back-office or call center team can easily access, validate, and begin processing the lead without leaving the Juakali interface. This integration simplifies workflows and enables your team to focus on acquiring clients efficiently.
Many high-value customer acquisition channels remain underutilized by microfinance institutions due to perceived implementation complexity or operational friction. With Juakali, you can leave those concerns behind.