CRM for client onboarding
Empower your users to onboard clients with ease by using Solastis CRM for client onboarding. Take all the necessary measures to introduce clients in your organization smoothly be it setting up performance parameters or establishing SLAs.
What is client onboarding and why do you need it?
Client onboarding is meant to familiarize your client with your products or services. It is to make sure that your clients are on board with the terms of the agreements and understand how to make the most of your offerings. When you implement a client onboarding process, your clients know what to expect from you or ask from you.
Clear communication is of vital importance in this process because working with clients involves adhering to different terms and conditions, establishing KPIs and ensuring regulatory compliance among other factors. With tools that increase transparency and visibility, Solastis as a CRM for client onboarding provides clarity so that there are no communication gaps. The client onboarding process is especially handy when large corporate clients decide to engage in your services.
Onboarding for big clients
It is likely that you provide multiple services of complex nature to big clients that have a substantial need for your services. While onboarding such clients, you have to make sure that they get accustomed to every process involved. When you use CRM for onboarding big clients, you can organize your information through a central repository for all the relevant documents and data. You can also monitor how the clients are acclimatizing to your services and if they need assistance at any step.
Onboarding can be applied to other business processes too within your organization. For example, when you hire new employees, you need to acquaint them with your company’s policies and provide them with relevant information so that they accustom to their new roles quickly. In such instances, you can save significant time by standardizing onboarding processes for new hires with CRM.
Legally driven onboarding
If your organization has to comply with specific legal regulations Solastis is a right fit for the same. You can easily create a process to follow the steps in legally driven onboarding. Usually KYC processes fall under this category.
So, you have to ensure that you take care of all the legal requirements that are integral to your onboarding processes to avoid facing any regulatory or legal problems later. A legally driven onboarding process involves handling critical documents. With CRM, such vital information is stored and provided to the clients digitally so that there are no paper or long email trails and therefore no confusion.
How can you gain more business by using CRM for client onboarding?
Work with multiple clients conveniently
Create multiple onboarding processes for different clients on the same platform and scale your business seamlessly.
Improve your brand image with clear communication
Communicate in clear terms with your clients by organizing all the required information on a single CRM platform and set clear expectations for better customer satisfaction.
Provide more value to clients with suitable resources
Assign the right employees with the relevant expertise for the onboarding processes and attend to the pain points of your clients more efficiently.
Why should you use Solastis CRM for client onboarding?
Solastis is a simple but effective CRM for any processes. Whether you work with clients that need legal or financial compliance or clients that are business-driven, Solastis as a CRM for client onboarding ensures that you can handle a diverse client portfolio by creating multiple case types. It guarantees that you provide clear communication at every step of onboarding through its sequential task management capability.
Advantages of using Solastis as a CRM for client onboarding process
Establish multiple case types to manage more than one client onboarding process
- Create a case type for similar client onboarding processes and standardize the approach to resolve cases under those case types
- Build as many as client onboarding processes as you want and manage diverse clients at the same time
- Manage all your onboarding processes on a single platform and work seamlessly with both large and small business clients
Use sequential task management to create user-friendly steps for your client
- Break down every onboarding process in logical steps
- Identify at which stage your client may need assistance and reallocate your resources accordingly
- Keep track of all your communication at every step with CRM for client onboarding
Assign the right resources automatically to streamline client onboarding
- Assign relevant resources and expertise from and within the same CRM system
- Authorize access only to the particular workforce to protect client data
- Control when managers can intervene in a client onboarding process to provide better solutions
An advanced case management platform with which you can digitize any business processes. Create multiple case types for separate business processes.
Create sequential steps in your case.This ensures that the case is moving in an efficient and predefined order. You will also know exactly where case is stuck.
You can assign each task (within a case) to a different employee based on his skills. Automatically assign these tasks to CRM agents.
Solastis CRM provides rich functionality to design authorization roles to suit your exact needs. Full flexibility in defining objects as well as roles.
Emails are perhaps the most important aspect of a CRM system. Solastis CRM provides full email integration. You will never miss an important update.