ElectroNeek Bot Library

Customer onboarding

Case for Automation

The customer onboarding process involves multiple parties that are critical to the customer journey, including sales, administrative, accounting, administrative, and IT teams.

A slow and inefficient onboarding process may lead to customer dissatisfaction and poor client retention.

Bot Activities
  • Collects customer-related documents
  • Creates new client entry in tax software
  • Extracts customer details from forms and documents
  • Inputs client details into management/service management software
  • Schedules next communication steps
  • Emails stakeholders a report upon onboarding completion
  • Sends stakeholders messenger notifications upon onboarding completion
Automated software

Hubspot

MS Excel

MS Outlook

Salesforce

Slack

Zoho Books

🚀 Author
  • Electroneek
📒 Bot Category
  • Sales
💡 Tags
Related Blog Post
3 Strategies To Speed Up Your Sales Cycle
15th June 2020
3 Strategies To Speed Up Your Sales Cycle
4 Salesforce Robotic Process Automation Examples You Can Start Using Today
15th February 2021
4 Salesforce Robotic Process Automation Examples You Can Start Using Today

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Get matched with ElectroNeek Partner to get this or similar bot running in your organization without paying for any RPA software. Yes, this is possible. Only with ElectroNeek.

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