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2022-06-23

Leverage a Self-Service-Powered Approach to Transform Customer Onboarding

Leverage a Self-Service-Powered Approach to Transform Customer Onboarding

Business isn’t just about conversions, but about managing relationships with customers. Now, in order to maintain and manage relationships successfully, companies must have a robust mechanism in place to onboard and use the data of customers – quickly, securely, and smartly. Why? That’s because modern solutions enable businesses to onboard customer data up to 80 percent faster. This, in turn, helps companies create delightful experiences and deliver the value promised to those customers much more quickly. 

Traditional solutions, on the other hand, require a lot of time and effort to onboard complex, bi-directional customer data streams. In the process, they require IT integrators to create custom codes and perform extensive data mappings. Further, IT needs to build data integrations, which takes six to 12 weeks of calendar time. While IT integrators take so long to implement data connections, customers are forced to wait to connect with business users and receive value. Customers, as a result of long wait times, get frustrated; these unhappy customers refrain from buying more products or services from the company, ultimately delaying revenue generation. 

Companies that reimagine their onboarding approach using self-service and automation can create and manage sustained relationships with customers and grow revenue. But how do these next-gen approaches enable companies to deliver value to customers? How do these solutions enable companies to drive upsell?

This blog post discusses three ways self-service integration and automation can help companies delight customers, drive uspell, and ultimately grow revenue. 

1. Onboard Customers 80 percent Faster

Self-service data integration solutions enable non-technical business users to implement onboarding connections with customers up to 80 percent faster. This means users can onboard customer data in minutes instead of months. They need to point and click through easy-to-navigate screens to implement those connections. When business users can connect with customers sooner, they can address and meet their needs and requirements without delay. This delights customers because they receive the value they’ve been promised much more quickly. Such delighted customers are more likely to buy more products or services from the company which, in turn, helps companies create new revenue streams for the business. 

2. Empower Non-Technical Business Users

Self-service integration and automation enable business users with minimal technical competency to implement customer data connections in minutes instead of months. Non-technical users can leverage pre-built application connectors, shared templates, monitoring dashboards and intuitive screens, and AI-data mapping to build data integration with customers. At the same time, IT is freed to focus on more strategic business projects. 

3. Deliver Value Promised to Customers and Drive Upsell 

When non-technical business users rely on features such as application connectors and AI-data mapping to onboard, map, integrate, and use data, they are able to do that quickly, securely, and smartly. As result, companies garner actionable insights about their customers with little delay and take steps accordingly. This makes customers happy and satisfied. Companies are able to expand relationships with these happy customers by offering them more products or services. In other words, they strengthen their upsell strategies and expand their market reach. 

In short, self-service integration and automation can transform the customer onboarding framework of a company. They bring their non-technical business users to the forefront to onboard customers 80 percent faster and deliver the value promised to those customers on time while freeing IT to focus on more high-value tasks.