Payment terminals renting
process
This project was carried out during my experience at Banco Safra, in which I worked on Safrapay , the bank's payment method product. Until then, the journey to acquire SafraPay machines was exclusively aimed at the corporate and MEI segment, but the business need arose to extend the online purchasing experience to larger companies . Therefore, in partnership with the product and development areas, a new journey was created to meet the specific account opening needs of larger companies.
My role
My role in the project was the development of all wireframes and high-fidelity prototypes, as well as documentation for the development team. The entire project was carried out under the supervision of the team's Design Manager.
The problem
How can we modify the current online purchasing journey to enable the accreditation of larger companies?
Previous journey
The existing journey had a specific focus on the PJ/MEI public and individuals, therefore the form was less extensive.
However, despite being optimized to make ordering the machine as easy as possible, the previous journey had some areas for improvement, especially on the last page before conversion, the order summary.
The chosen solution
Important points of the project
1- Company billing method
The monthly billing declaration modal was the solution chosen to “filter” the ideal customer of the journey , while at the same time reinforcing to the user that they must earn more than R$60,000 (fictitious number) to be eligible to order the machine. card.
By inducing the user to choose which situation they fit into, we have a greater guarantee that they are aware of the requirements for the offers.
2- Card machine showcase
To highlight other offers in addition to the card machine, we chose to bring other important offers to the customer in the window, such as benefits included at no cost.
Another important point is the emphasis on “free rent”, which is a condition highly sought after by the public looking to hire a payment method.
To reinforce the free condition, we highlight the “free” and the cost of R$0.00 . But the condition for the offer comes in a disclaimer just below the price , highlighting the need to sell from R$5,000 per month.
Metrics and results
To track the results of the new journey, the following should be monitored:
-
Number of completed orders;
-
Number of customers who completed the documentation submission;
-
Number of machines shipped and activated;
-
Number of sessions for each stage;
-
Time spent on each stage;
-
Analysis of user behavior on Hotjar to detect friction points.
In general, the purpose of the new journey is to generate more conversions with lower CPC (cost per customer), as until now, the journey for customers with higher revenue companies was done 100% through employees who visited the customer, either in person or via call/WhatsApp, generating much higher costs for the business.
