Experience is everything to your business. How you manage requests, information handling and communication in those early stages set the standards for your business. The onboarding process can be very demanding, both for the customer and for your internal team. Whether you have a dedicated customer experience team, account managers or this is handled by the sales department, automation facilitates faster, more effective onboarding so you can focus on billable, deliverable hours and the service you’re providing.
Get off on the right foot, improve retention rates and cut out churn with customer onboarding automation.
Customer onboarding automation is built for the customer themselves, but also to benefit the team. An intelligent and bespoke solution will provide a seamless experience for clients through automated and personalised communication flows, prompts for information and quality support where it might be needed. Through customer onboarding automation, businesses are able to demonstrate value from the get-go.
For the internal operation, onboarding automation can be totally transformative. Take back the time spent manually preparing documentation like contracts, pitches and presentations, and reinvest those hours. Lighten the load on your team by automating comms to provide quality, people-focused support when it’s really needed. Ensure all documentation and information is accessible and can be shared, from onboarding to the delivery teams, without stress or worry.
Standardising the onboarding process allows you to provide the same standard for every customer and frees up time for you to go that extra mile when needed. Research indicates that employees work best within set guidelines and parameters; a defined and automated onboarding process gives everyone involved clarity and confidence in who they’re working with.
Automation can be intimidating. At Jaam, we don’t want it to be.