Most businesses follow a similar process when registering new customers in their ERP systems. They collect customer information through various means—emails, Word documents, or MS Forms—but the real issue comes after that. The collected information then needs to be manually transferred into ERP systems like Infor M3 or Dynamics 365.

Here’s an example: Imagine a company collecting customer information and their credit requirements using a Word document. They now need to email the customer, gather the details, and manually input that data into their ERP system. After that, they must email the salesperson to begin the onboarding process. These tedious back-and-forth wastes countless hours and drains energy that could be better spent on strategic work.

Recognizing the problem is just the beginning. Allowing manual tasks to drain valuable time weakens a business’s competitive edge. That’s where Power Automate comes in, delivering an efficient, streamlined solution to eliminate those inefficiencies.

With automation, businesses can free up 80% of their employees’ time, eliminating manual data entry and repetitive tasks.

Here’s how the Customer Registration Automation works:

Whenever a new customer joins,

A user opens a Teams bot and types “Registration Form” The bot displays an Adaptive Card prompting the user to enter the customer’s email.

After submission, an email containing a Microsoft Form is automatically sent to the customer.

Once the customer fills out the form, both the user and the sales team receive notifications. The customer’s information is automatically saved in a database, ready for ERP integration.

Power Automate assigns a salesperson based on availability and informs them via Teams bot.

The salesperson types “Customer Onboarding” in the Teams bot and receives an Adaptive Card with pending customers.

After selecting the customer, they can review the information added by the customer and add any extra information required, like their credit requirements, etc.

The system automatically transfers all collected data (from both the customer and sales team) into the ERP system, eliminating manual data entry.

The salesperson is notified when the ERP update is complete, allowing for next steps.

Höganäs, a global leader in metal and ceramic powders, struggled with customer registration and credit loan approval taking up to 60 hours due to manual data entry and repetitive tasks.

Using Power Automate, we simplified their onboarding process:

• Customer data is now collected via Microsoft Forms.
• Power Automate instantly updates their ERP system, eliminating errors.
• Sales follow-ups are automated, accelerating the entire onboarding process.

Automating customer onboarding offers several key benefits:

1. Time Savings: Automating repetitive tasks like data entry of each and every customer reduces onboarding time by up to 80-90%, allowing teams to focus on higher-value activities.
2. Improved Accuracy: By eliminating manual data entry, automation minimizes errors, ensuring that customer information is accurately captured and integrated into systems.
3. Faster Response Times: Automated workflows, such as assigning sales reps and sending follow-up emails, speed up the entire onboarding process, reducing overall time spent on one customer.
4. Cost Efficiency: By freeing up resources and reducing human error, you can achieve lower operational costs related to customer onboarding.
5. Scalability: Automated systems can handle a larger volume of customers, making it easier to scale as your business grows without needing additional personnel.
6. Enhanced Customer Experience: A faster, smoother onboarding process leaves a positive first impression, fostering stronger customer relationships from the start.

Manual processes are costly and inefficient. Automated customer onboarding in Manufacturing industry is very important because there are so many things to worry about, and customer registration should not be the one. With Microsoft Power Automate, now businesses save hours of time, reduce errors, and accelerate the entire workflow. Whether it’s cutting down on data entry or streamlining follow-ups, automation is the key to freeing up valuable resources for more impactful tasks.

Sunflower Lab uses agile methods to find out what needs to be automated to help you achieve better results. Contact Us today and choose our Power Automate services to reap the benefits of today’s technology.