At a Glance
A fast-growing SaaS company, experienced bottlenecks in its customer onboarding process.
Manual tasks, such as data entry, account provisioning, and system integrations were time-
consuming, error-prone, and hindered the company’s ability to scale efficiently.
The Story
Stratify 360 implemented an RPA solution to automate key aspects of its customer onboarding
process:
- Automated Data Entry: RPA bots were deployed to extract customer information from
various sources and automatically populate internal systems, such as SalesForce CRM
and Microsoft Dynamics 365. - Automated Account Provisioning: RPA bots were configured to automatically create
user accounts, assign licenses, and configure access permissions based on customer
subscription plans. - Automated System Integrations: RPA bots were used to automate the configuration and testing of integrations between customer systems and the client’s platform.
The Results - Reduced Onboarding Time: Automated processes significantly reduced the time
required to onboard new customers, improving customer satisfaction. - Improved Accuracy: Automation eliminated human error, ensuring accurate data entry
and reduced the risk of errors in account provisioning. - Increased Efficiency: Freed up customer success teams to focus on higher-value
activities, such as customer relationship building and proactive support. - Enhanced Scalability: Automated processes enabled the client to scale its customer
base efficiently and effectively.
