STREAMLINING CUSTOMER ONBOARDING
THE CHALLENGE
Our client had a business website where potential customers would answer questions and submit a form to become a customer. After the form was submitted, the New Customer team received the form via email and would search the system to verify that there was not an existing customer. If there was not an existing customer record, the team entered the customer's information from the form into into their customer data system. This process lead to incorrect data being entered, delays in setting up a new customer, and was time intensive.
TECHNOLOGIES & SERVICES
Salesforce
Apex code
OUR SOLUTION
We setup an email service that submitted the new customer form directly into Salesforce with code that parsed the form answers and loaded the data into the correct field. We included a duplicate check process that flagged potential duplicates, showed where the possible duplicate data points existed, and allowed the New Customer team to verify. When a duplicate was confirmed by the users the code would delete the duplicate customer record. This solution saved time and reduced data entry errors.