Four Challenges of Customer Data Onboarding and How To Fix Them

Four Challenges of Customer Data Onboarding and How To Fix Them

According to a recent survey by Flatfile, 23% of the software companies reported that it takes them weeks and months for customer data onboarding, whereas 96% stated that they had to face problems while importing data.

CRMs, ERPs, inventory management software, and product lifecycle management software are software categories that help data importing but without customers’ data, they are useless. Unfortunately, importing customer data into these software tools is a difficult task. Also, a poor data onboarding experience can result in some serious repercussions.

4 Challenges of Customer Data Onboarding

Challenge 1: Presence of a lot of data for aggregating 

When signing up for the new business software, users expect to do a little work upfront, such as filling in basic account information, configuring settings, and adding users.  The last thing you may want to do is surprise them with a data importer, which will cause more work for them.

Challenge 2: Importing of Data in the Different States

When you provide your software users with the ability to transfer their data in your product, there is nothing much you or the software team can do to format or clean the data of the end-users. Nor it is your job to do so. All you have to do is ensure that the customers see value in your software and don’t struggle with importing data. You can provide them with a spreadsheet template, but they will have to reform all their data. You can also point them to the knowledge base, but your end-users will have to do extra work again. 

Challenge 3: Acquiring and Tracking the Data from Several Different Users

Data is sometimes present live on the team members’ computers or sent over email, which can be a huge concern for the private data. This can happen if the users are not provided access to the software platform, or the data importer may be very intimidating to use.

On the other hand, with the wrong data onboarding process, the data can become a free-for-all where people can add anything to the company’s data. While the data does get imported, the end-users may have no review framework, so the company’s database may be full of errors and duplicate entries. The end users have to maintain order, control, and security when dealing with something serious like the company data. 

Challenge 4: Data Security is a Concern

User privacy and security are a top priority in web and app development. If customers and visitors don’t find that their information is safe from prying eyes, then they won’t be using the solutions. The same is the case with the software, but they don’t have to worry about securing the company’s data only. Usually, when the companies import data into the software, they import the private and sensitive data of their customers. If this data gets compromised, then your software may be gone forever. So, in short, the software and the data during the onboarding both must be secure.

Fixing the Challenges of Customer Data Onboarding

  • Your engineering and product teams are busy building new features that mean a lot to your customers and help fix bugs for optimum functioning. Building a data importer helps to fix the problem instead of adding new issues.
  • There is another solution to these challenges as well. Flatfile has brought innovation in data onboarding by introducing its two B2B products: Portal and Concierge. 
  • Portal is an elegant import button for web apps that provides some intuitive data import experience in a matter of minutes. It also guides the customers through a modernized import wizard for ingesting, validating, and transacting critical business data.
  • Concierge by Flatfile provides no-code, collaborative workspaces to onboard data. It allows the B2B companies to request data from the partners, vendors, and customers in minutes. With this, there is no need for emailing spreadsheets or fumbling with FTP uploads.

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