A clunky, long-winded and complex onboarding process can be a real turn off for customers and suppliers alike. Even if a potential customer is completely won over by your marketing, enamoured with your sales team or excited by your offering, a negative onboarding experience can mean drop off is inevitable.
What’s more, if a customer has a bad experience with your organisation so early on in the process, it’s unlikely they’ll come back. According to Zendesk, 39% of customers stay away from vendors after a bad experience for up to 2 years.
Today, there’s no reason that your customer onboarding process needs to be an experience to forget for your customers or suppliers. There are a number of simple tips and tricks you can deploy to revamp your processes and remove key blockers to growth.
The first step in creating a future-proof and customer-centric onboarding process is auto populating webforms.
Inputting the necessary information can be a frustrating experience for the customer, and processing and entering the data can be even more tedious for the team on the other end. Not only is it tiresome, but it can also have detrimental effects on your efficiency and profitability, limiting the potential of your business.
According to a survey by Hubspot, 32% of salespeople spend an hour or more on data entry everyday. Automating this process with auto populating forms empowers your sales team to focus on driving sales and growing the business.
Using the DueDil API also ensures that the data your sales team is using is consistent and accurate, enabling them to act quickly, and with confidence.
Working with inaccurate or out of data data makes the job of sales agents significantly harder and can be harmful to customer-business relationships, which is why collecting accurate data at the onboarding stage is so critical. According to a global survey, 64% of businesses admitted that inaccurate data is currently undermining their ability to provide an excellent customer experience. In an industry as competitive and saturated market as banking, can you really afford to lose customers to your competitors?
Download the full eBook now to learn how you can autopopulate your webforms