Turbocharge Customer Onboarding through Self-Service

In the current disruptive times, every company needs to be able to seamlessly conduct business with its customers. However, apparently, it proves to be an uphill battle. That’s because end consumers or customers are just as busy as everyone, and oftentimes, they don’t have enough time, capital, or patience to wait to get onboarded and integrated into the system.

One of the first steps a company can take to improve its ease of doing business is to have an easy, efficient, and quick customer onboarding process. Modern approaches to customer onboarding enable business workers to connect with customers faster and deliver the value they’ve been promised without delay. That makes customers happy and satisfied and such happy customers are more likely to buy more products or services offered by the company, boosting upselling and revenue growth.

When traditional solutions are used, IT integrators take weeks or months of calendar time to implement customer data onboarding connections. While IT manages business connections, customers wait to receive the value they’ve been promised. That frustrates them to the core. And it’s unlikely that such unhappy customers would invest in other products or services, delaying revenue and value generation.

Suffice to say, if any business customer describes your customer onboarding regime as slow or complicated, odds are your chances to easily do business and grow revenue are minimal. Let’s find out how.

What is Customer Onboarding?

In a typical customer onboarding process, a company take steps to build connections with business customers. It covers the entire customer journey: from initial sign-up to product activation and first use. It aims to deliver value to customers as quickly as possible. The smoother a customer onboarding process is, the stronger the relationship will be. And when an organization builds a strong relationship with its partners, its ability to expand and grow revenue increases by leaps and bounds.

What Is Its Importance?

During the entire process of customer onboarding, every single customer has a different set of requirements and demands. And when a company struggles to meet those requirements and demands on time, chances of witnessing a reduction in new sales and revenue are minimal. In other words, a slow, or inefficient customer data onboarding is one of the primary reasons companies fail to deliver value. Besides compromising sales opportunities and slowing the revenue generation process, it put the existing relations at risk.

On the other hand, quick, efficient customer onboarding helps companies create solid partnerships with customers and opens new revenue streams for the company. It differentiates outperforming organizations from good ones. In a way, it reinforces the brand, delights customers, and ultimately accelerates revenue growth.

What Are the Challenges of Customer Onboarding?

Customer onboarding becomes an even bigger challenge when a company relies on manual workflows or processes. A company that does not have a robust customer data integration system in place will experience massive onboarding delays. In a majority of cases, IT integrators take weeks or months of calendar time to onboard a new customer. At the same time, the customer waits to connect with business users and so that becomes a roadblock for them to receive value.

As businesses grow, that company will have to create more custom codes and implement data mappings to build those new connections, which, in turn, takes more time and effort. The resulting lack of standardization and impact of complex onboarding steps lead to a hodgepodge of workflows for every new business partner.

How Can Self-Service Integration Overcome Challenges?

When an organization takes a Adeptia self-service integration approach, it can onboard customers faster by up to 80 percent. It enables non-technical business users to create customer data onboarding connections in minutes or days instead of weeks or months. They just need to point and click through easy screens to onboard customers. At the same time, IT is freed to focus on other priority projects. By leveraging a self-service integration solution, companies can empower their non-technical business users to accelerate customer onboarding. Meanwhile, IT can focus on other projects.

In short, taking a self-service integration approach can help non-technical business users to implement data connections and add new customers - at the speed of business.