Integrated New Customer Enrollment Features
- Two-way real-time integration with your account management software
- Applicant’s input automatically populates your CRM
- Can replicate your existing enrollment process and contracts
- Automatically takes new customers through the enrollment process in minutes
- Automatic credit check process
- Confirms applicant is not already a customer
- Allows for custom value-added program promotion at all steps
- Auto-saves continuously for follow-up on incomplete applications and emails the customer automatically
- All accounts are subject to company approval
- Automatic write-back to customer account management or enterprise software, including Salesforce, Hubspot, and more
- Integrates with online payment gateway for immediate completion of contracts
Mobile Ready
The Integrated New Customer Enrollment platform is fully device responsive, conforming automatically for smartphones, mobile devices, tablets, laptops, desktops, and large-screen monitors.
- All features and functionality are available on the go
- Responsive design means no more "pinch and zoom"
FAQs
Q: Can I keep my existing website to use Integrated New Customer Enrollment?
A: Yes, PriMedia will integrate your NCE module into your existing website. Visitors can seamlessly transition from your site to your company-branded portal and NCE module without noticing a change. If you don’t have a website and/or Customer My Account Portal, PriMedia can help.
Q: Will Integrated New Customer Enrollment work with my existing enterprise software?
A: Yes, NCE can automatically write back data to your CRM. The system also checks against existing customers to prevent duplicate accounts.
Q: Will I need to adjust my company procedures for Integrated New Customer Enrollment to support my business model?
A: NCE is fully customizable to your business and can be individually tailored to meet your unique needs. Your NCE module can be structured to use your existing customer applications and onboarding procedures, so there’s no need to change the way you do business.
Q: Is Integrated New Customer Enrollment data secure?
A: NCE is a fully secure system, leveraging password encryption, PCI-compliant credit card vaulting, and more to protect your customer and business data.
Q: What types of admin controls does Integrated New Customer Enrollment include?
A: PriMedia will set up a “Key Administrator” at your office with full access to all information on your NCE module. The Key Administrator will grant and limit access to your employees as needed, based on their responsibilities. From there, the process is completely automated.
Additionally, admins can view where customers left off in incomplete applications, send them a direct link to resume their enrollment, view customer info and summary of enrollment, as well as manually approve pending accounts when necessary.
Q: Why is Integrated New Customer Enrollment better than my old way?
A: NCE brings together real-time CRM integration and 24/7 self-serve customer service to streamline your new customer onboarding. With NCE, a prospect can come across your website and enroll themselves as a new customer according to your existing onboarding criteria within a matter of minutes – all without ever involving a sales or customer service rep. No manual data entry required.