Know how we helped a financial management enterprise to automate their customer onboarding process with our cutting-edge solutions! 

Keeping the pipeline running smoothly is one of the prime things that businesses should ensure for achieving a squeaky-clean data model. A clean and organized data structure will help your sales team make better decisions that can in turn drive your ROI. 

In this success story, we helped our client enhance their customer onboarding ecosystem with our custom Salesforce solutions.  

Get to know about our client and their business challenges: 

Our client is a financial management software provider that helps SMEs and entrepreneurs create a comprehensive and customized finance ecosystem. Their software assists enterprises to manage cloud invoicing, billing, accounts and subscription management, expense reporting, order, and warehouse management.   

Ever since the outbreak of the global pandemic, the banking needs of enterprises became more and more unique, and businesses were striving to gain a competitive advantage by personalizing their services. During this crucial period, our client’s existing system did not allow them to efficiently handle their customer onboarding process.  

• To onboard a customer, the employees had to perform a series of manual workloads which was both time-consuming and exhausting.  
• They did not have a unified/enhanced data model of the onboarding process stages.  
• Though they had Salesforce, they did not have a clear pipeline to manage the different stages in the workflow. This doubled the workload of the salespeople.  
• Our client wanted to enhance their overall onboarding ecosystem without facing any interruptions in their existing activities. Since they had voluminous customer data, they wanted to perform the customizations with utmost care and diligence.  

The client chose AVASOFT Salesforce consulting to overcome their business challenges:  

Our Salesforce experts at AVASOFT internalized the client’s problem and provided a scalable data model to overcome their business challenges.  

• When a customer is about to complete the trial period, a workflow will be triggered in Salesforce so that the respective salesperson will converse with the customer and know about their willingness to purchase the software. 
• We leveraged Process builders, wrote custom APIs, and created a visualized path of workflow to track the status of the leads.  
• Using Flow Orchestrators, we automated our client’s repetitive and mundane tasks like sending timely reminders to customers who are about to renew their service.  
• When a customer denies renewing of service, the respected salesperson will receive a notification so that they can pitch in and resolve the queries.  
• We leveraged custom labels and settings to enhance the agility of the platform.  
• From onboarding to end services we provided our client with a clean, full, and effective pipeline that gave complete visibility into the customer details.   

The business gains for the client:  

• A better data model which was both scalable and nimble. 
• An intelligible sales pipeline that gave complete visibility into customer details and onboarding processes.  
• An enhanced user experience that enabled the client to easily monitor the progress/status of the tasks.  
• A fully automated customer onboarding ecosystem that minimized the workload of salespeople and maximized business efficiency by 62 percent. 

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