Tips and examples

Here is how and why you should be automating your Client Onboarding!

June 2022
Client Onboarding? Here is what you need to know!
Learn how to make your client onboarding more efficient and faster than ever with an automation now!
Client Onboarding? Here is what you need to know!

Here is how and why you should be automating your Client Onboarding!

Client onboarding is the process of welcoming new customers to the business. Needless to say, it is by far the most crucial aspect a business has to cater for and should be dealt with effortlessly. Anything compromised at this stage will impact the perspective your new customers have regarding you.
Considering its importance, let's see what problems can automation

Benefits of Automating the Client Onboarding Process

You have to agree on one thing, that there is a lot to do when your business gets connected with a new client. A lot to do means there is a potential for missing out on a lot as well. Hence, to eliminate that chance of error, we automate!

  • Setup your clients on project management Apps and CRM
    When a new client comes to a business, a lot of details are recorded. A high chance of error occurs when the recording happens on multiple platforms. But if you automate it, the chances of errors are significantly removed. The cherry on the top, you would not need to do tedious tasks as well.
  • Billing of New Clients
    With automation, the billing process of the new client is easy to manage, and invoices are generated automatically. Because that's what keeps the business going, this process should be smooth.
  • Send and Receive Important Documents
    A lot of paperwork goes into the process when a new client gets on board. This involves contracts, presentations, work plans, and whatnot. Automation makes the work easier.

    Onboarding Apps That Can Be Automated

    The following apps can be automated, and you can make the most out of them:
  • Podio
    It is a web-based platform that automated workflows. It enables the transformation of the project data into one tool and aligns it with other things for collaboration.
  • PandaDoc
    This app enables you to create templates, integrate data with other apps, and assist the payment receiving and sending process.
  • Pipedrive
    It helps in managing the clients and the projects. No wonder it is one of the most commonly used CRM.
  • Service provider pro
    It is a client management provider that covers all aspects. The best part about this app is that it allows the clients to manage their own activities and is customizable.
Client Onboarding? Here is what you need to know!

Still struggling?

Do you need help with automation; we can get it done for you! Get in touch with us, makeitfuture, and book your free appointment now!

Cloud Integration, iPaaS, SaaS, BPA… Ough, hard to keep track of all these terms. They are currently used frequently (and increasingly) in the context of automation, and it is sometimes difficult to make a clear distinction and distinction. We have already written blog posts on the terms iPaaS, SaaS and BPA, but we’ll take them up again here to make the difference.

But let’s start with cloud integration, because that’s the central umbrella term in which we embed all the other technologies in this blog post.

Arrange a free cloud integration consultation now

What does Cloud Integration mean?

What does Cloud Integration mean?


  • Is available in real time
  • Can be accessed from almost anywhere
  • Reduce potential sources of error by entering the same data multiple times
  • Require less installation and maintenance
  • Can optimize business processes

Arrange a free cloud integration consultation now

To illustrate these advantages, an example is suitable that we know well from our everyday work as an automation agency:

The central data to be used here is the data of a major customer. This can be the simplest information, such as the address. This address is required in numerous but completely different processes in the company: on the one hand, for correct invoicing in accounting. On the other hand, in the CRM system, where all the data of the large customer is also stored. But the address is also important in sales, for example, when employees go to the sales meeting on site.

Now the customer announces that the address of the company has changed after a move. This information will reach you by e-mail. There are now two options:

01. The e-mail is forwarded to all affected departments, accounting, sales, customer service, marketing… All persons open their corresponding program, CRM, accounting software, marketing tools (such as newsletter marketing) and change the data already stored there of the customer. This means that in multiple applications, different people do exactly the same thing: change one address.

02. But there is also an alternative: By connecting your applications, thus by integrizing them, the customer’s e-mail, or rather the information it contains about the address change, is automatically passed on to all affected applications: CRM, accounting, marketing, ERP. This does not require any clicks, because the cloud integration detects a trigger, i.e. address change, and thus automatically starts the process.

What sounds unimpressive in a single process becomes more effective when such a process occurs several times a day or weekly. Because there is a lot of data that is available in different applications and should always be correct. If these applications are cloud applications they are suitable for cloud integration.

But cloud integration doesn’t just happen. There are now a variety of applications that enable and implement this. Such tools usually allow us to link the relevant cloud applications on a central platform and define clear rules on when, how, where, how much data should be passed on and what happens to them.

IPaaS, SaaS, BPA, ABC – who can still see through it?

To realize cloud integration, there are various applications and technologies that are sometimes used interchangeably.

We have made a first distinction between iPaaS and BPA here.

We explain the term SaaS in more detail here.

Here the short version, again:
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Cloud integration cannot be done without SaaS, iPaaS and BPA

Cloud integration is rather an umbrella term that includes numerous technologies, such as SaaS, iPaaS and BPA, and this is also absolutely necessary. Cloud integration is a concept that is made possible by appropriate technologies.

However, all terms share the commonality that they are cloud-based and thus offer enormous potential for growth and scaling. In addition, they are often cheaper to implement and maintain because changed requirements are easy to implement.

As an independent automation agency, we implement cloud integration according to your requirements. We use a variety of SaaS tools and iPaas (strictly speaking BPA) software. Together we find individual solutions that are flexible and scalable.

Arrange a free cloud integration consultation now

Automation consulting. Automate. Improve. Succeed.

We advise you independently and offer our expertise.
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Automation consulting. Automate. Improve. Succeed.

We advise you independently and offer our expertise.