Onboard the right stores with intelligent Customer Onboarding
Activate the right stores with BeatRoute’s intelligent Customer Onboarding. Maximize coverage, avoid blind onboarding, and guide customers toward conversions in a systematic way.
Drive territory expansion and coverage optimization
Onboard right stores, with the right efficiency
Measure onboarding success with tailored KPIs
Step 1
Plan your territory growth and coverage goals smarter
Add new customers based on their type - individual, business or site
Segment with preset criteria or add precise custom subtypes
Avoid blind onboarding by enabling approval workflows
Validate customers with ID documents and configurable mandatory fields
Define unique stage for customer based on their sub-type
Block or enable order taking based on customers’ approval status
Step 2
Execute your onboarding strategies effectively
Validate each customer onboarding with geo-tagged coordinates
Auto-assign routes based on pincodes or do it manually
Pair branches to primary customer for streamlined onboarding
Onboard customers through sales reps or enable self-onboarding
Ensure compliance with encryption and masking
Prevent duplicate entries to improve follow-ups, efficiency, and conversions
Step 3
Analyze and fix the gaps to improve onboarding conversions
Track repeat orders from new customers with a custom dashboard
Identify gaps in your onboarding with BeatRoute Copilot
Get complete visibility of customer stage, city and approval status and more
Resources
Latest Insights & Reports
Get expert insights on effective Customer Onboarding and strategies to onboard the right stores.
Frequently Asked Questions
What is Customer Onboarding in retail and distribution?
Customer onboarding is the process of collecting, verifying, and activating retailers, distributors, or influencers using digital tools. BeatRoute helps standardize and scale this process across your field and distribution network.
