The key factor to gain strategic advantages over your competitors? Enhance the onboarding process thought sales digitization

onboarding strategic advantage

The incredible push towards the digitization of the sales processes and the online rush that we have witnessed in the last year has among its consequences a levelling of the playing fields on which the competition had taken place up until now. As we have seen in our previous article about the relationship between the Covid 19 emergency and the digitization of sales, today to gain strategic advantages, companies must take the extra step and find new methods to differentiate themselves from competitors. This is where an innovative tool like OnBoarding Funnel comes into play: a platform that can make a difference for companies in a delicate moment such as that of the onboarding of new customers.

The importance of onboarding in customer acquisition

Customer onboarding is essential for many reasons within the corporate customer journey: first of all, because it is the very first contact between company and customer, and – let’s face it – the first impression does count. Furthermore, due to the very strict rules that are put in place in some countries for the regulation of markets such as that of utilities, the onboarding moment does not secure the contract, since the customer can change his mind later, perhaps because he has been contacted by a competitor; therefore, in some cases the onboarding moment is the decisive one. Finally, onboarding is a peek at the quality and the level of a company’s services: if there is little attention to the customer experience, the tools do not live up to the technological and usage expectations of the customer or the operations are cumbersome and slow, the user can decide to go elsewhere.

The issues with a complex onboarding process and how OnBoarding Funnel can solve them

In particular, a slow, cumbersome and complex onboarding process can affect various aspects of customer satisfaction, especially in cases in which:

  • the customer does not have the necessary skills to deal with the onboarding process of your company: for example, filling in complex online forms, reading technical or not very user-friendly language or sending documents in particular formats;
  • the customer does not have the suitable devices to complete the closure of the contract, such as printers and scanners to produce paper documents;
  • the customer needs too many steps to close the contract, such as sending many emails, searching and opening links, browsing websites in search of answers and forms;
  • contact methods are unclear and the customer feels he has little control over the choice of offers and the process of closing the contract, as often happens with telephone contracts and teleselling.

The OnBoarding Funnel platform for digital sales has been designed to solve all the problems that make the onboarding process complex and heavy on the customer side: thanks to the WEB-ASSISTED module, for example, customers are accompanied throughout the data entry and contract closing procedure with a digital signature by a company operator. In addition, the process is multi-device, so it can be used both from desktop computers and mobile devices. And finally, the focus is on the customer experience thanks to a simplified, convenient, fast procedure and constant control over the processes by the user, a method which builds a trust relationship with the company from the first moment.

The strategic benefits of an exceptional onboarding process

Overcoming the obstacle of complex onboarding and winning over the customer is all the more important today, at a time when companies are expected to be digitally savvy. How a company deals with customer onboarding can decide the fate of one, a hundred, a thousand contracts and this is where a significant strategic advantage over competitors lies. In particular, there are three benefits that a better onboarding process makes available:

Trend anticipation

First of all, the adoption of an innovative onboarding process allows to anticipate the next marketing trend, and in a fast market like today’s one this offers a considerable advantage: if online presence and services have become the basis for online companies today, onboarding and digital sales are still often left behind; innovating these fields right now can offer a strategic advantage over competitors.

Branding opportunity

Today, in one way or another, all companies are online: even those that were waiting for the right moment had to accelerate their digitization process due to the impact of the Covid emergency. In a landscape where everyone has the same means, offering innovative and truly satisfying tools for the end-user is a branding opportunity: an unequivocal and recognizable signature that will be worth more than a thousand marketing campaigns.

Enhanced customer experience, happier customers

In a world where users are often left to handle most of the bureaucratic and complex tasks themselves, to offer a service that leaves its mark for efficiency, effectiveness and ease of use and which allows end customers to satisfy their needs while saving time is truly invaluable. OnBoarding Funnel is useful and makes the contract process fast, and customers will just love it.

Activate a partnership and offer OnBoarding Funnel to your clients

Are you a digital agency or a system integrator and you want to help your customers boost their business in this unique pandemic time? Becoming an OnBoarding Funnel partner and distributing our innovative platform on the international market also offers countless benefits: improving onboarding processes is great for end customers and outstanding for companies. Helping companies do their job better thanks to an innovative and new tool is an opportunity not to miss. 

Contact us now to know more about it, we will be happy to answer ASAP!

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