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New Customer Onboarding

Manual approvals, Excel forms, and media breaks make onboarding new customers inefficient and slow. With Emporix, companies automate the entire value stream from initial contact to data collection to review and approval.

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B2B customer onboarding with maximum automation for fast, efficient commerce success

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Time-consuming manual approvals, the use of Excel forms, and media breaks in the onboarding of new customers jeopardize business success—critical metrics such as conversion, customer lifetime value, and customer loyalty fall short of expectations.
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Emporix's New Customer Onboarding Value Stream is specifically designed for B2B commerce. With Emporix, companies automate the entire onboarding process, from initial contact and data collection to verification and approval.

Common Challenges in Customer Onboarding

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Manual processes during onboarding

Inefficiencies in creating, reviewing, and approving new customers in the system

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Various formats and media breaks

PDF forms, unstructured emails, lack of system integration

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Special certification requirements

New customers must provide special certificates during registration

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Weak initial contact

Loss of opportunities in the early stages of the sales funnel

Leading companies rely on Emporix

Customer Onboarding for B2B Commerce
with Emporix

01

Configurable, multi-stage value streams

Onboarding processes can be flexibly designed according to individual requirements – with validation, approvals, and individual verification rules for each customer type. This means that every new customer is checked precisely according to the relevant compliance and business requirements and accepted after approval – including secure digital eSignature.

02

No-code control, API integration, and AI-supported verification

Emporix combines efficient control of customer onboarding via an intuitive no-code interface with flexible connection to existing CRM/ERP systems and AI, e.g., for efficient data verification. Adjustments are made without development effort for shorter time-to-market.

03

Automated risk and credit checks and comparison against sanctions lists

Checks and approval workflows are controlled based on rules and seamlessly integrated into existing process landscapes. Companies benefit from automated value streams to generate revenue faster and more efficiently.

04

Self-service portal for fast and efficient onboarding

New customers enter their own data, upload documents, and track their onboarding status in real time—for maximum transparency and fast processes. Automatic notifications and reminders ensure high data quality and help reduce internal effort.

Optimizing Customer Onboarding Processes

Example of Automation with Emporix

Registration:
The customer registers themselves via the customer portal or is entered into the system by sales staff.


Data validation:
The data entered and documents uploaded are automatically checked for completeness and plausibility.

Data verification:
A system-supported comparison is made against internal and external sources such as commercial registers, CRM, or sanctions lists.


Approval process:
Approval is automatic or manual by defined roles, depending on the risk profile and rules.


Activation & access:
After successful verification, the customer is activated and given access to individual catalogs, prices, and sales channels.

A Versatile Solution for Many Scenarios

Can be used across industries
The solution is suitable for a wide range of industries, such as industrial manufacturing, retail, automotive, and medicine—even in complex sales structures.

Flexible role and rights management
Different user roles such as purchasers, decision-makers, or administrators can be clearly separated from one another and controlled individually.

 

Modular and expandable
The platform can be specifically supplemented with functions such as promotions, specific order logic, or customer-specific rules. 

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