Customer Management: # 1 Pick a Convenient Way to Onboard Customer

Customer Management: # 1 Pick a Convenient Way to Onboard Customer

When Meera opened her bookstore, onboarding customers was effortless. A customer walked in, picked a book and left with a handwritten bill. As the store gained popularity, things changed.

"
AlertCan I place an order over the phone?" a customer asked one day. Soon, emails followed. Then came requests like, "Do you have a monthly magazine subscription?" and "Can I rent books instead of buying them?"
That's when the challenge began.

Customer details were spread across notebooks and spreadsheets.
Alert
"Did we already bill this customer?"
"Why is this customer listed twice?"
Some customers were added multiple times, invoices were delayed, and the sales and finance teams struggled to stay aligned. Meera realised that customers were entering her business through various sources, but there was no consistent way to onboard them.

To handle this growth without disrupting daily operations, Meera needed a system that could support different customer onboarding sources while keeping everything organised in one place.

Customer Onboarding in Zoho Billing 

Zoho Billing allows businesses to onboard customers in multiple ways, based on how customers interact with the company. Whether the sales team adds the customer, signs up online, comes through an application, or already exists in another system, Zoho Billing provides a smooth onboarding experience.


Sales Driven Onboarding 

Sales-driven onboarding is commonly used when customers are acquired through direct interaction, such as walk-ins, phone calls, or email requests. In Zoho Billing, a salesperson or finance team member can manually add a customer and issue an invoice.


Imagine when a customer visits the store to purchase books or places an order over the phone, the salesperson adds the customer to Zoho Billing and generates an invoice.

For larger or negotiated deals, the salesperson can create a quote before converting it into an invoice. This helps formalise pricing and close deals efficiently.

Businesses that use Zoho CRM can integrate with Zoho Billing to streamline this process. When a lead is marked as Won in CRM, the customer details are automatically added to Zoho Billing, reducing the manual data entry and ensuring a smooth handoff from sales to the finance team.

Self-Driven Onboarding 

Self-driven onboarding is ideal when businesses want customers to sign up directly through online channels.


Using Zoho Billing, businesses can set up a website with a Pricing page and embed the pricing widget to display available plans. When customers click Subscribe, they are redirected to a secure hosted payment page.

Zoho Billing's multi-page hosted checkout supports email validation during signup, helping prevent duplicate customer records. This allows customers to onboard themselves easily while ensuring accurate customer data.

API-Based Onboarding 

As businesses expand across mobile applications and custom platforms, manual onboarding may no longer scale.


Zoho Billing provides REST APIs that enable businesses to create customers programmatically. When a customer signs up via a custom form or application, the Customer Creation API can automatically create the customer record in Zoho Billing. This ensures real-time onboarding while keeping all customer data centralised.

Migrating Customers from the Legacy System 

For businesses migrating from spreadsheets or other billing systems, Zoho Billing supports customer onboarding via Bulk Import. Customer data can be uploaded in CSV format using a sample import file. This makes it easy to bring existing customers into Zoho Billing without manual re-entry or downtime.


What an Effective Customer Onboarding Does to Your Business 

Effective customer onboarding sets the tone for the entire customer relationship. When onboarding is smooth and consistent, businesses reduce operational friction, gain better visibility into customer data and respond faster to customer needs. It enables teams to work with clarity instead of corrections and allows businesses to scale without adding complexity. Ultimately, strong onboarding builds trust early, improves team efficiency, and lays the foundation for long-term customer retention and growth.

 

Notes
Up Next: Organise before Operate

 

 



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