This is a sample of customer onboarding solution with clicknium web automation.
For one enterprise, customer onboarding has a significant impact on a customer willingness of using your product. You may define the customer onboarding process in your company internally,for example, new customer information adds into CRM(customer relationship management) system. If you can automatically process customer onboarding, the efficiency will be significantly improved. Here we demonstrate one customer onboarding automation solution.
- load the missing customer information from CSV file.
- open CRM system.
- iterate the records in CVS file to register customer information into CRM.