Streamline Your Business with Sales Automation Process Flow in Onboarding Forms

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this week in power presence we're going to be discussing one of my favorite topics automating customer onboarding also it can be used in many different approaches not just for customers it could be for employees vendors items really anything you can think of let's go ahead and take a look today the scenario that we're going to take a look at is actually a flow that I use internally for my customers starting time I have a new customer I need to do a couple different things I need to get them put into my system I also need them to sign an MSA and an NDA and I'm going to send that all via or adobe just some type of electronic signature so what this does is it allows me to have some really professional customer facing documentation as well there's a bunch of different Tech that's used in it but it's all still really straightforward and simple we're going to utilize Microsoft forums power automate and business Central but you could really use any Erp or CRM system and then I'm just showing Adobe and but you could again can use any electronic signature that has a power automate connector so here's the flow first I have it set up so that whenever the form is submitted we'll take a look and I haven't approved the customer because I don't want just everything going into my system then as you can see if it's approved I just entered the new business Central customer next is populating the MSA and ndas with the word document and then sending it via Adobe sign in the scenario the first thing that you'll have to do in this flow is actually create the Microsoft form for it so here I have all the information I need for the documents that I want to populate you'll also want to probably customize the theme to put it on brand for whatever your organization is and also you need to specify that everyone can submit responses for it and then finally select how you're going to share them the form with your customers or however you're going to disperse it the next thing that you need to do is format Your Word document that you want to have populated you're going to have to enable the developer content in insert plain context control don't use the rich one that will not work and you can use the properties to make sure that you put a tag on it so that you can see it on the back side essentially what you do is punch holes in the word documents that you have a place to put them on in your power automate flow as you can see there's nothing really fancy going on here we're just looking at a simple process and using a lot of products that are already Incorporated in Microsoft Office and automating this process as a result by using something like Adobe or for an electronic signature it has saved me a lot of time it has also improved the errors that I make right there's less of them and also I've improved my cash flow because when my customer information coming in is right then I get paid quicker and hey who doesn't like that keep following us for more power presents and be sure to subscribe to our YouTube channel if you have any questions on documents you'd like to automate for your processes feel free to reach out to us at Mary worldmaxp2.com