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How Setuply supports
sales teams

Stay engaged and updated throughout client onboarding

A solution provider’s sales teams operate at their best when they’re informed. In the client onboarding journey, effective communication and collaboration can help your sales team support a smoother transition for clients and achieve the most value from your solution. While a client onboarding solution for sales teams delivers these real-time insights, it also supports efficiency that allows sales to focus on acquiring new clients.

Setuply benefits every client onboarding stakeholder.

Setuply transforms your operations by:

  • Giving every salesperson a dynamic update stream of the client onboarding process

  • Reducing onboarding backlogs so you can accelerate your sales pipelines

  • Increasing the potential for cross-selling opportunities and positive references

  • Laying the foundation for a sales cycle that remains buoyant and lucrative
Nearly every onboarding team misses the consistent, quality follow-up for the next couple of months to be sure the client is getting what they expected and more.
David HannaFounder of Paystubz

Showcase your strategic mindset with innovative solutions

Advocating for a client onboarding automation platform shows your commitment to delivering meaningful results in a resource-conscious manner. With a solution that automates routine tasks and expedites the onboarding process, you’ll position your business to maximize productivity and improve client satisfaction. Beyond the benefits you’ll experience as part of the sales team, your forward-thinking approach will contribute to the overall success and competitiveness of the client experience your business delivers.

Why specialized client onboarding tools are a must-have

If your organization isn’t already using the latest and best client onboarding tools, the need to invest is clear. With these tools, you can eliminate bumps in the road and pave the way for better client onboarding:


  • Operate more efficiently via automated data collection and communications

  • Reduce the risk of costly errors, omissions, and data compliance issues

  • Improve client satisfaction so they are more likely to turn into long-term clients

  • Make data-driven decisions to remove bottlenecks and maximize performance

  • Generate significant cost savings with a more scalable onboarding process

Experience how Setuply can transform your onboarding.

Helpful client onboarding insights


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