How Bind ERP is onboarding 100+ clients/month with minimal manual effort using Flowla

Manuel Soria, Onboarding Manager at Bind ERP, joined us to talk about the way they have been using Flowla, the impact it had on their business, and their overall experience with the platform, including the internal adoption and customer feedback.

Facing the challenge: Manual client onboarding

Before discovering Flowla, Bind ERP faced significant challenges in automating their client onboarding processes. The primary issue was the inability to automate the creation of onboarding flows directly within HubSpot. 

As a workaround, they turned to Zapier, a third-party integration tool, to connect their systems and automate processes. While Zapier provided the necessary automation, it also introduced increased costs and complexity. 

“The reliance on an external tool like Zapier meant that we had to manage and bear additional expenses, making the overall solution less cost-effective than anticipated.”

Streamlined customer onboarding with Flowla

During a search for solutions to transition from synchronous to asynchronous onboarding, Bind ERP discovered Flowla. The platform's robust integration with HubSpot caught their attention, particularly because it aligned perfectly with their operational framework needs.

“We were exploring various comparative websites when Flowla caught our attention, particularly due to its integration capabilities with HubSpot. This feature stood out as a crucial factor for us, aligning with our need for efficient and seamless integration within our operational framework.”

Bind ERP’s onboarding process is highly customized, catering to the specific needs of SMB clients. With approximately 100 new clients onboarded monthly, Flowla became the cornerstone of their onboarding strategy. 

The platform allowed Bind ERP to centralize all necessary materials in one location, including direct links to their help page, WhatsApp buttons for instant communication, and educational videos from Loom.

“Flowla has been instrumental in achieving this goal, offering us the ability to embed all necessary materials and resources in one centralized location.”

This consolidation of resources in Flowla not only made the onboarding process more efficient but also saved significant man-hours. The company estimated a reduction of at least 20% in time and resources previously dedicated to one-on-one sessions, allowing their team to focus on other critical areas of the business.

Internal and external impact of Flowla 

Bind ERP's clients responded positively to the flows created with Flowla with an initial acceptance rate of 25% in the first month of implementation. 

“This acceptance rate subsequently increased to 50% in the following periods, indicating a growing appreciation for the streamlined and personalized onboarding process that Flowla facilitates.”

The ease of access to onboarding materials and seamless communication facilitated by Flowla were key factors in this positive reception.

Internally, Bind ERP has strategically used Flowla, setting up a demo account for their sales team.

Conclusion

Flowla has been instrumental in transforming Bind ERP’s onboarding process, allowing the company to efficiently manage the onboarding of 100 clients each month with minimal manual effort. 

“Overall, the integration of Flowla into our workflow has yielded positive metrics and statistics, particularly in terms of time and cost savings. The reduction in manual effort required for client onboarding is a testament to the platform's value, demonstrating its effectiveness in enhancing our operational efficiency and customer satisfaction.”

As Bind ERP continues to grow, they look forward to exploring further enhancements in collaboration with Flowla to optimize their onboarding process even more.