How SpectraMind AI Helped a Manufacturing Company Streamline Onboarding

The Client:

A Founder & CEO of a small manufacturing company based in Canada.

The Challenge:

The founder was facing a slow and manual dealer onboarding process. The existing workflow was inefficient and disorganized, leading to delays in activating new dealers. This bottleneck was a significant problem, preventing the company from expanding its distribution network quickly and effectively.

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The Solution:

SpectraMind AI implemented an AC + NetSuite onboarding automation to streamline the dealer activation workflow. This solution eliminated manual data entry and document handling, creating a single, automated process. The automation was designed to:

  • Trigger the automation as soon as a new dealer was approved.
  • Automatically transfer all dealer data to their ActiveCampaign (AC) CRM and their NetSuite ERP system.
  • Streamline the entire onboarding process, ensuring that new dealers were activated quickly.

The entire solution was deployed in just 4 weeks.

Tech Stack Used:

The automation was built using ActiveCampaign, NetSuite, and Zapier.

The Results:

The automation delivered a significant improvement in operational efficiency and business growth, allowing the company to expand its dealer network faster.

  • Onboarding Speed: The time required to onboard a new dealer was drastically reduced, leading to faster dealer activation.
  • Business Impact: The automated process provided a smooth and organized workflow, which was a key driver for the company’s growth and expansion.

"Our new dealer activation is much faster now."

Founder & CEO, Manufacturing Company
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