5 Benefits of Automated Client Onboarding

Published on September 13, 2022
2 min read
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Icon Saphyte Team
2 min read
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An automated client onboarding process makes it easier for sales and marketing teams to keep track of leads and fast-track the conversion process. Find out why you should automate yours now.

The impression you set on your clients matters and it’s important to get it right from the start.

This is especially true for companies in the insurance, real estate, and automotive industries, among others. These industries have to carefully move their leads from one stage of the sales funnel to another. A bad experience can lead to a sudden customer churn.

This is why many companies from these industries invest a lot in client onboarding. With automation, they cut the process short and eliminate any room for error— resulting in happier clients.

So what are the benefits of automated client onboarding and how can you get started with yours? Read on to find out.

Benefits of Automated Client Onboarding

Automating your client onboarding process can have several benefits. The most popular ones are listed below:

1.   It removes tedious paperwork

The automation that technologies like CRM provide eliminates boring paperwork. It allows users to have better control of data without manually recording them on paper, or even using online spreadsheets.

2.   It improves the client experience

The elimination of delays caused by manual tasks improves the overall client experience. This leads to faster and higher chances of client conversion. Better experience also leads to higher customer satisfaction and loyalty.

With electronic forms, clients won’t have to wait for long to receive the forms and get their data encoded in the company database. Clients can also fill out or send documents online before meeting company representatives, fast-tracking the process.

Sales and marketing teams can also check and review the client information beforehand. This allows them to prepare and provide personalized offers at the first meeting with a client, improving the overall customer service.

3.   It has a high ROI value

Automation improves the overall client onboarding process and increases its efficiency. Manual work is eliminated if not reduced, requiring less manpower and resulting in a more productive workforce. Overall, automated processes are observed to yield high ROIs.

4.   It allows you to collect valuable actionable data

The data you get from your automated client onboarding process gives you an insight into what the customer is like, what they’re looking for, and how your business can match their needs. This actionable data also provides a window of opportunities not only to improve client experience but also to drive sales.

5.   It results in happier and more productive sales and marketing teams

With manual, repetitive tasks eliminated, or at least reduced, sales and marketing teams can focus on more important ones. This has been proven to improve their productivity and help enhance their well-being. A happier workforce also leads to better interaction with clients, improving the value you provide to them while onboarding.

How You Can Get Automated Client Onboarding

The best way to start automating your client onboarding process is to use a digital ecosystem like Saphyte. Our software allows multiple automation options so you can eliminate manual, repetitive tasks and workflows and let our software do the work for you.

Some workflows that can be automated include email marketing, client onboarding, lead generation, and sales monitoring and reporting, among others.

Transform Your Client Onboarding Process

Start transforming your client onboarding process now. Want to learn more about what Saphyte can do for you? Talk to our experts and book a free demo. Get started here.

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September 13, 2022