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Why Qntrl for your onboarding process?

  • Visibility

    Increased visibility paves the way to centralized information management, leading to a more efficient onboarding process. Manage all your metrics, analytics, and reports in order to make informed decisions.

  • Control

    Every step is under your control—tracking documents, the status of each task, approval or terminal decisions, and much more.

  • Automation

    Automating tasks lets you streamline your processes, speed up data collection, send notifications, set up deadlines, and more.

  • Speed

    Automate time-consuming onboarding tasks in just a few minutes, with just a few clicks—making it efficient for both you and your customers.

  • Improved accuracy

    Manage all customer-related information from one place. Eliminate errors that might occur while processing documents or data entry into your CRM.

  • Operational efficiency

    Get timely access to information whenever required, and perform tasks with ease.

Sample customer onboarding process in a few simple steps

  • Step 1
  • Step 2
  • Step 3
  • Step 4
  • Step 5

Request submitted by customer support engineer

The customer support engineer sends a request for onboarding customers to their organization by keying in relevant details, like the customer name, type, product, etc.

Product walkthrough

The engineer and the team responsible for the onboarding process present the product walkthrough to the customer and team.

Scheduling meeting

The engineer schedules a meeting with the customer after the demo and discusses the steps ahead. Afterward, the customer fills out a form and a KYC is performed.

Signing the contract

After completing the KYC, the contract is sent to be signed by the customer. They either sign it and send it back, or request modifications to it.

Welcome message

An automatic welcome message is triggered in the form of an email to the customer after the contract is signed by both parties.

Qntrl is flexible

  • Set up multiple client onboarding processes easily, depending on the structure that best suits your organization, department, or client.
  • Add approval tasks to the onboarding workflow and then approve or reject the customer based on internal blacklist checks.
  • Streamline the process flow by allowing documents to be submitted and reviewed (KYC) and modified, approved, and signed (contract) using the customer's preferred channels.
  • Acquire information in other apps without opening them, like building a checklist widget at the paperwork verification stage, or a Dropbox widget to store background verification documents.
  • Find out which region has more customers in the onboarding pipeline, the productivity of your support team, status of high priority clients, and much more, with built-in and customized reports.

All onboarding processes are not necessarily the same

— Choose the one that best suits your organization —

Simple Customer Onboarding Process

 

Customer Onboarding With Risk Checks

 

Customer Onboarding With Account Setup and Training

 

Customer Onboarding With Product Walkthrough

 

Take a look at Qntrl

Qntrl is the world’s #1 Workflow Orchestration Software. See why

  • Centralization & Visibility
  • Compliance
  • Workflow-Centric Collaboration
  • Process Automation
  • Reports and Dashboards
  • Process Mapping
  • Integration
  • Enterprise Security

  • Centralization & Visibility

    Centralized requests, Unparalleled visibility

    Streamline onboarding requests, and maintain rapid response times. Define roles clearly, and protect requests from duplicate efforts and embarrassing cross-fire.

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  • Compliance

    Ensure execution standards

    Have well-outlined service SOPs and ensure that all agents understand what is expected of them at every stage, and know how to appropriately respond in any given situation.

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  • Workflow-Centric Collaboration

    Collaboration: when you need it, where you need it

    Real-time conversations demand real-time answers. Get access to anything you need to help a customer, including account details, purchase history, and past conversations.

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  • Process Automation

    Make repetitive manual work a thing of the past

    Automate canned replies and alerts. Route queries to the appropriate departments automatically. Automate workflow steps, document or PDF generation, and more.

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  • Reports and Dashboards

    Improve Operational KPIs

    Analyze number of requests received per day, number of requests closed per user, average response time, average handle time, and more with bespoke, dynamic reporting module.

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  • Process Mapping

    Orchestrate, Visually

    Build flexible and scalable business processes tailored to meet the requirements of your business. Have everything you need outlined for a perfect customer service workflow.

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  • Integration

    Make Qntrl even more powerful

    Connect Qntrl with your tools - Salesforce, HappyFox, Shopify, and more - for seamless data flow. APIs, Client and Server Scripts are options that help you tailor Qntrl to your needs.

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  • Enterprise Security

    Designed for Enterprise

    Field access privileges, data encryption, and role-based access controls keep your sensitive information safe. Audit capabilities help you figure out who-did-what-when.

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You're already in charge, now get Qntrl.

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