Turn your activation or on-boarding process into a relationship-builder with proactive communications.

Start new relationships off on the right foot. Surprise new customers with your thoughtfulness. Treat them to a level of personalization that’s only possible with event-based automation. Anticipate issues and make it easier to get started, and begin creating a loyal customer for life.

Laying a good foundation: a more personalized beginning that reduces operational costs

Streamline new customer, employee, business partner or sales agent activation and “on-boarding” with added personalized touches that establish a positive relationship. Reduce costs while turning administrative processes into innovative opportunities for brand differentiation.

Educate and inform, reducing inbound calls. Make inbound calls more efficient and satisfying for the customer, and less costly for you. Use automated proactive communications, triggered by newly created customer records and events, on multiple channels. For example:

• Welcome customers with an interactive module that captures channel preferences for each type of communication. Give them the opportunity to opt-in for special notifications and services. Obtain specific information that permits a high level of automated customization and personalization.
• Offer promotional items including sign-up incentives or gifts with purchase.
• Enroll them in special programs and provide trade-up options on a self-service basis.
• Provide online interactive applications, application completion reminders, and approval notifications.
• Manage appointment scheduling and confirmation entirely via self-service (including the option to reschedule) without the need for a live agent. Eliminate the cost of missed appointments.
• Provide how-to information, startup kits and instructions on any channel such as voicemail instructions, email links to manuals, and videos on our broadband channel.
• Automatically notify them of successful completion of each stage of the on-boarding process. Keep them apprised of status. Notify them when service is activated. Request additional information or a new action – including a call to a live agent if required.
• Use surveys on any channel for feedback from the on-boarding process.