Our Esteemed Clientele
Why Automated Customer Onboarding?
A leading provider of advanced powder-based solutions for industrial applications faced a lengthy and manual onboarding process for new customer registrations. The sales team would send a Word document for customers to fill in, then manually re-enter the information into the M3 ERP system. This outdated workflow highlighted the need for a more systematic approach to onboarding – one that could save time, reduce effort, and ensure accuracy right from the start.
Key Challenges in Manual Onboarding
Our client faced a significant challenge: their customer registration process was taking over 3 hours per new customer, with much of that time spent on manual and repetitive tasks.
These challenges arise from inefficient workflows and reliance on human input, leading to delays and inconsistent customer experiences. With scattered data collection methods and the need for manual updates, companies face several barriers.
Key challenges of Customer Registration Process:
- Time-Consuming: Repeatedly entering customer data, sending emails, and following up with customers.
- Inconsistency: Different departments like sales, customer services, etc. handle customer onboarding in different ways, leading to inconsistencies.
- Delayed Communication: Important communications and steps are delayed or forgotten, leading to customer dissatisfaction.
- Lack of Visibility: No clear oversight of where each customer is in the onboarding process.
How Power Automate Simplifies Customer Onboarding
Allowing manual tasks to drain valuable time weakened their competitive edge. That’s where Power Automate came in, delivering an efficient, streamlined solution to eliminate those inefficiencies.
With automation, they freed up 80% of their employees’ time, eliminating manual data entry and repetitive tasks.
Customer Registration Trigger
Automated Email
Form Submission
Salesperson Assignment
Onboarding Process
Final Notification
1. Customer Registration Trigger
Whenever a new customer is identified, the sales team collects all the information about the customer.
We made this process easy by creating a Team Adaptive card. Now the salesperson only has to open the Teams bot and type “Registration Form”, the bot displays an Adaptive Card prompting the user to enter the customer’s email.
2. Automated Email
On submission, an email containing a Microsoft Form is automatically sent to the customer based on a predefined email template.
The form asks for all the basic details and the credit requirements of the customer.
3. Form Submission
Once the customer fills out the form, both the user and the sales team receive notifications (Outlook/Teams). The customer’s information is automatically saved in a database, removing the need for manual intervention.
Salesperson Assignment
Now instead of emailing and assigning a customer representative manually, with the help of Power Automate a salesperson is automatically assigned based on their availability and gets notified via Teams or email.
4. Onboarding Process
Now, to add further information the salesperson needs to type “Customer Onboarding” in the Teams bot and they will receive an Adaptive Card with pending customers list.
After selecting the customer, they can review the information added by the customer and add any extra information required, like their credit requirements, etc.
5. ERP System Update
Here, Power Automate helps the customer reps in the most repetitive & time-consuming task – copy/pasting data from the forms/docs to the Infor M3 ERP. The system automatically transfers all collected data (from both the customer service & sales team) into the Infor M3, eliminating manual data entry.
6. Final Notification
Everyone is notified based on the predefined members when the ERP update is complete, allowing for the AR team to move in and conduct the next steps.
Impact
Metal Powder Manufacturing Leader Saves more than 3 hours while onboarding their each Customer
Our client faced a 60-hour onboarding process for each new customer and credit approval due to manual data entry and repetitive tasks. Using Microsoft Power Automate, the onboarding process was streamlined:
- Customer data collected via Microsoft Forms.
- Information automatically entered into the Infor M3 ERP system.
- Sales team notified for follow-up through Microsoft Teams without manual communications.
This automation led to a time reduction of up to 90%, minimizing errors and speeding up customer onboarding significantly.
Automate your customer onboarding with Power Automate, just like our Powder manufacturing partner did! Customize your solution to fit your business needs.
Benefits of Automated Customer Onboarding
Automating customer onboarding offers several key benefits:
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.
Improved Accuracy
By eliminating manual data entry, automation minimizes errors, ensuring that customer information is accurately captured and integrated into systems.
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.
Cost Efficiency
By freeing up resources and reducing human error, you can achieve lower operational costs related to customer onboarding.
Scalability
Automated systems can handle a larger volume of customers, making it easier to scale as the business grows without needing additional personnel.
Enhanced Customer Experience
A faster, smoother onboarding process leaves a positive first impression, fostering stronger customer relationships from the start.
Teams & Achievements
12+
Years of Experience
100+
Projects Completed
96%
Customer Retention
32+
Industries served
From Ideation To Support, We Partner With You All The Way
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