Setuply Blog Client Onboarding Insights and Ideas

Make Onboarding a Competitive ERP Advantage

Written by Setuply | Dec 19, 2024 4:00:00 PM

The ERP market is filled with strong contenders, each promising robust solutions and reliable customer service. So, how do you stand out? The answer lies in moving beyond exceptional service to delivering exceptional value faster.

That’s where Setuply comes in. By giving ERP solution providers the tools to streamline their onboarding process, empower clients, and accelerate time-to-value, Setuply helps companies differentiate themselves in a saturated market.

Here’s a glimpse into how our all-in-one client onboarding platform supports these efforts.

Making High-Touch Implementations Scalable

ERP implementations often require high-touch, service-centric support. While setting a great foundation for long-lasting client relationships, these projects can become a bottleneck for growth. If every new client demands significant time and manual effort, how can your team scale?

With Setuply, you don’t have to choose between high-touch service and scalability. Our platform makes it possible to give new clients the control, engagement, and collaboration they seek from their onboarding experiences without overextending your team. 

By automating routine tasks from setting up onboarding projects to validating client data, ERP solution providers are able to follow a more structured, well-defined onboarding process that’s built to scale. From this foundation, it’s easier to customize onboarding workflows for high-touch clients, whether that’s augmenting onboarding timelines or customizing training paths.

Empowering Clients To Drive Projects Forward

Client satisfaction isn’t just about what you do—it’s about what clients feel empowered to do. When clients take a more active role in ERP onboarding, they’re more engaged, confident, and satisfied.

Setuply enables this through intuitive features that put clients in the driver’s seat. Clients can complete critical tasks like uploading documents or signing agreements at their convenience. Setuply also provides a Client Portal, a centralized hub where clients can access resources, track progress, and stay updated throughout the onboarding process.

These self-service tools are paired with easy-to-use dashboards that give ERP clients visibility into the status of their projects. Seeing as how ERP implementations, on average, take 30% longer than estimated, this visibility provides clients with peace of mind on project progress and helps ensure they’re doing their part to keep things moving along.

Winning More Deals With Faster Realized Value

53% of businesses view ERPs as a primary sector for investments. So it’s only natural that when they make this investment, they want solutions that solve their problems now, not months down the road.

Setuply enables ERP solution providers to deliver immediate wins during onboarding. For instance, with automated data management, you can move client data from a legacy system to your ERP system quickly and securely. In conversations with prospects, you can use this as a selling point: we’ve automated the hard parts so you can hit the ground running.

With Setuply, you’re doing more than expediting onboarding; you’re making the entire process more valuable. With streamlined, documented handoffs between teams and a collaborative environment to work in internally and externally, you can position ERP onboarding as a process designed to help new clients get the most from their investment.

The ERP market isn’t slowing down, and neither should you. By delivering value faster and more efficiently with tools like Setuply, you’ll stand out in even the most crowded markets. Together, we can make faster, smarter implementations your new standard. 

To learn more about how Setuply can transform your ERP client onboarding process, request a demo.