Data onboarding for SaaS
Onboard customer data faster with automated data ingestion
Deliver a seamless onboarding process for your clients, and save hours of manual work with automated conversion from any file format.
Speed up ingestion to your platform
Deliver reliable data with a robust, flexible data ingestion tool
Speed up and scale up the process of onboarding customer data to your SaaS platform.
By building transparent, automated data pipelines with flexible data transformations, you can ingest customer data more quickly, without needing to rely on a development team.
The faster customers can start using your platform, the faster they can realize value, and you can recognize revenue.
Streamline processes
Don't let the engineering team to be a bottleneck to onboarding
Free up the engineering team's time and streamline the client onboarding process.
By building a single data ingestion pipeline that can account for variations in input automatically, there's no need for highly technical teams to start from scratch for each new customer.
And with dedicated interfaces that enable less-technical teams to do more without IT help, it's easier for business users to manage and operate parts of the onboarding process themselves, from data mapping to reviewing data before it's loaded.
"We cut the time it took them to do those conversions by maybe a fourth or a third. When you’re talking about 5 days to convert a customer, and this automation takes a day off, that’s a pretty big chunk from my perspective."
- Bryan Kahlig, Senior Director, Product Development at Zywave
Improve data quality
Gain trust pre-sale.
Deliver on your promise post-sale.
Don't let your customers be the ones to point out problems with their data.
Being able to present accurate data to customers from the start helps you show you can deliver, increases trust in your product, and builds a solid foundation for your future relationship.
A quick onboarding process once the contract is signed means your customers start seeing value fast, and gives them confidence in your product and process.
CloverDX helps you deliver customer migrations quickly and with confidence, and manage reliable ongoing data integration between client sources and your platform.
Handle increased volume
Scale as you grow - without extra headcount
CloverDX can handle large amounts of data and scale easily to keep up with your data ingestion needs.
So you can get as much data, and as many customers, onboarded to your platform as you need.
CloverDX also doesn’t charge by data volume, so you won’t be penalized for success.
Request a demo and see how CloverDX can help you onboard more customers and grow your business.
How to build an end-to-end automated data onboarding pipeline in CloverDX
Watch a step-by-step walkthrough of how a data onboarding pipeline in CloverDX works, and how it can handle your data onboarding on autopilot, no matter how many different clients you're getting data from.
Automating customer data onboarding
Onboard more customers, more quickly, without needing to tie up (or hire more) expensive engineering resource.
Webinar: Data ingest for faster onboarding
When your business is built on ingesting data from many customers, in many different formats, how do you scale up the volume of data and clients you can support – without adding headcount? See how you can automate data ingestion and reduce developer spend.
How Zywave freed up engineer time by up to a third with data automation
For insurance agency software provider Zywave, customer data onboarding was a time-consuming headache.
Bespoke, hand-coded processes had a lot of technical debt and were difficult to maintain, taking up a lot of engineer time.
Automating the data process with CloverDX means that instead of manual steps, engineers can now push a button and trust the process is going to work, freeing up significant time.
Customer onboarding time has reduced by at least 20%, and the previous bottleneck in the process has been removed.
“The onboarding process is our first chance at making a good impression with our customers after the dollars are already spent. And CloverDX gives us a tool to be able to move faster.”
- Bryan Kahlig, Senior Director, Product Development at Zywave
How HireRoad were able to triple their customer base, without needing to add resource
HR SaaS software HR Insights, part of HireRoad's cloud-based talent management platform, needed to speed up their customer data onboarding to handle more clients, and to provide more up-to-date data.
The previous process was ad-hoc and time consuming. But with CloverDX now handling the automated data workflows, that previous manual work is now removed.
Anywhere between 45 and 60 minutes of manual effort, per client, per day, is now down to zero manual work required, as the jobs are just scheduled and run automatically.
"We were easily able to triple our customer base without a need to add resources."
- Andrew Peralta, Director of Platform and Development at HireRoad
