We aim to make your on-boarding process as smooth and as easy as possible.
The on-boarding process is streamlined through ChannelCenter’s easy sign-up workflow via quoting and invoicing processes. When a quote or invoice is sent, it contains a clickable link, which your customer is automatically onboarding. From then on, they explore the platform and learn the platform. No persuading customers to get on board, it is just part of the process of doing day to day business.
Automatic on-boarding for customers
Entry point for new onboarded customers will be to relevant quote and invoice pages, after which they will be guided through platform functionalityet
Can onboard multiple customers at once with ability to add more than one person to invoice or quote