Adding new customers is essential to growth, and for fuel dealers, new customer onboarding is a long and tedious process that is difficult for customers and your staff. With complex business logic specific to your company, specific information and operational workflows, regulatory compliance needs, and special customer requests, new customer onboarding can cost fuel dealers hundreds to thousands of hours of lost staff time per year.
Oftentimes in an organization, unpleasant or complex workflows develop organically over time, and, as a result, there is little to no ownership of the process. When there is some ownership assigned, changing the process to achieve efficiency can be an uphill battle, since many parties and moving pieces can be involved. Here are some questions to consider to determine if your New Customer Onboarding process may be one of these processes:
- Is your current process to onboard new customers a messy combination of incompatible or manual forms?
- Was your new customer onboarding process designed comprehensively from the beginning or has it just happened?
- Does your staff hate the new customer onboarding process, but it is too difficult to bother trying to fix?
Introducing Destwin NCO – let’s explore a better way
If these questions are relatable, please allow us to introduce the Destwin® New Customer Onboarding (NCO) module. The Destwin NCO module is designed to streamline your customer onboarding process and deliver your customers easy-to-return digital forms that are created and live in a centralized location in your Destwin Admin Portal.
- Convert paper documents into easy online forms
- Review and process information electronically
- Integrated credit check and e-signature
- Automated backend system account creation and setup
Destwin NCO – Digital Form Process
Benefits of the Destwin NCO Module
- Sign up customers up to 50% faster* while dramatically reducing the effort to do so
- Simplify the preparation required to send customers their new customer forms
- Eliminate the back-and-forth between customers and your staff members
- Save and access all information in one location in your Destwin Admin Portal
- Easily maintain and modify your contracts and process as necessary
Want to see more?
Let us know and we will be happy to get you started! We look forward to discussing your new customer enrollment needs and how your team and customers may benefit from the Destwin FDS™ NCO add-on module.