Master Data PlatformFast Onboarding Experience
Onboarding for Salesforce and Dynamics
Once your CRM is cleansed, it’s a matter of clean data entry. That's where the Onboardings modules are stepping in. Fast and accurate onboarding of accounts, contacts, and consumers. Flawless into your Salesforce, Dynamics, or any other CRM system.
Your Challenge, Our Solution
Customers deserve the best and fastest service, especially when they just got aboard. And your CRM users deserve a smooth onboarding process, instead of wasting valuable time on manual data entry. It is not only time-consuming, but also pretty boring, and mistakes are easily made. On top of that, there is a lack of uniformity in the way in which new data is entered, depending on the user, department, or country of business.
With input from our users, Olbico has developed an onboarding process integrated in CRM, which is a distinctive part of the Master Data Platform. It is built upon a combination of our intelligent technology and API connections with external sources. A new account or contact gets immediately enriched with financial, supply, compliance, and sales & marketing information. This verified data originates from our global and local partners, like Dun & Bradstreet, Altares, and the Dutch Chamber of Commerce.
A Flawless Onboarding Experience
While onboarding data, you want to verify the existence of a company or relation, detect if a company, contact or consumer is already present in your CRM, import data elements from external sources, and perform VAT and UBO checks. The integrated process performs all of this in a split second:
- Enter minimal manual data; only a name or an address will do;
- The integrated service searches the validated data of our external sources;
- Once matched, the right account or contact pops up and is onboarded into CRM;
- Including all preferred information; complete, correct and up-to-date;
- Ex. validate addresses worldwide, saved them with the correct spelling;
- Per record or in batch;
- Guaranteed data entry first time right.
Realtime Duplicate Check
When the right company, contact or consumer is matched, the real-time Duplicate Check wakes up. This service gives you a heads up when a relation is already known within your CRM. This guarantees you do not onboard useless duplicates, since they slow down your system. Of course we adjust this to your definition of a duplicate. That way, you only have unique customer records left in your CRM.
On top of this 1 on 1 verification for both contacts and accounts, the API also verifies bulk entry in CRM or ERP systems. Last but not least, it verifies entry of duplicates via online web forms, which is one of our biggest competitive advantages. It will turn up your web-to-lead generation incredibly.
Add Marketing Automation
The potential of the Onboardings modules can be maximized to its fullest potential by implementing personal automatic decision making rules:
- Immediately accept an order based on the automatic credit check;
- Assign leads to the right sales channel based on their demographics;
- Filter fake leads.
Master Your Data
The integrated Onboardings process for accounts and contacts in Salesforce or Dynamics speeds up your customer service, and guarantees skillful, happy CRM users. Once your CRM data is clean, up to date, and you enjoy the flawless onboarding experience, you're ready to discover the Data Connector of the platform. With this, you create 360 degree customer profiles and discover hidden insights.
Only interested in the flawless onboarding experience? Besides the best practice solution of our platform, we provide tailor made solutions. Contact us today to discover what fits you.Contact us