In today’s dynamic business world, efficiency and optimized processes are crucial to success. This is especially true for B2B companies where customer onboarding plays a key role in building strong customer relationships. Epicor P21, the leading enterprise resource planning (ERP) software, offers a wide range of B2B customer onboarding options, making it one of the best options for companies looking to improve their customer onboarding experience.

Let’s take a look at the different options Epicor P21 offers for B2B customer onboarding:

1. Customized Customer Portals: One way Epicor P21 makes customer onboarding seamless is by providing customized customer portals. This feature allows companies to create a unique portal for each of their customers, accessible after a secure login. These portals provide customers with real-time information about their orders, invoices and shipment tracking, making it easier for them to do business with the company.

2. Automated workflow: Epicor P21 eliminates traditional, manual customer onboarding processes and introduces automation. The software offers automated workflows for various phases of the onboarding process, such as creditworthiness verification, electronic document exchange, and contract management. This streamlines the onboarding process and reduces the risk of errors, resulting in faster customer onboarding.

3. Integrated CRM: A key aspect of customer onboarding is building strong relationships, and Epicor P21 understands this. The software comes with a fully integrated customer relationship management (CRM) system, enabling companies to store all customer information in one place. This integration provides easy access to customer data, and companies can offer personalized services to their customers, resulting in a better experience when onboarding new employees.

4. Mobile Availability: In today’s era of mobile technology, businesses need to be always accessible. Epicor P21 offers a mobile app that helps businesses stay connected with their customers wherever they are. This feature allows customers to place orders, track shipments, and receive real-time updates, making the onboarding process easy and user-friendly.

5. Deployment Analytics: Epicor P21 provides real-time analytics of the deployment process so companies can track its progress. This data can be used to identify bottlenecks in the onboarding process and make necessary improvements. The software also offers predictive analytics, giving companies insight into future onboarding trends and enabling them to make informed decisions.