Improve customer onboarding experience for businesses.
Reduce manual data entry and validations of required documents to sell to other businesses (example forms: States Sales & Tax Form, Application Form, Certified Reseller Form, or even Nonprofit Tax Exempt Form)
Consumer Product Goods.
Wholesale Sellers.
E-Commerce.
N/A
Sentry Strategy embarked on a transformative project with Casa Verde Farms, Inc., a distinguished supplier serving landscapers, retail nurseries, and plant industry professionals for nearly five decades.
Signed in August 2023, the collaboration between Sentry Strategy and Casa Verde Farms aims to revolutionize Casa's operations. The project objectives include:
Sentry Strategy was engaged with several SMEs and SMBs to improve the onboarding process of business buyers for various industries, focusing on an improved and differentiated customer onboarding experience and compliance with state regulations and guidelines.
Time-consuming follow ups for missing key information.
Frequent manual communication with customers via emails, messages, or phone calls leading to poor user experience.
Document mismanagement when handling multiple forms for various customers and businesses that can lead to lost or misplaced documents.
Time-consuming collection and validation of required documents, adhering to state regulations. (some example forms: States Sales & Tax Form, Application Form, Certified Reseller Form, or even Nonprofit Tax Exempt Form)
Time-consuming manual data entry into other systems (e.g. adding new customers to accounting software
Focusing on a delightful customer onboarding experience that is compliant with state regulations, we designed a B2B portal that allows any businesses to log in and submit the required forms in order to purchase goods and services. After successful submission, business owners will receive immediate notification to review and approve their buyers. After the review and approval process is completed, customers will receive instant access to place orders.
This flow can also be further customized depending on the specific needs and your business.
Fully digitized customer onboarding experience that reduces manual steps of data entries and verifications of various forms. The B2B portal only allows a centralized place for document management for all customers and businesses who are required to have certain information. The portal has reduced the needs for manual follow-ups on certain key information. Customers can now provide that information at their earliest convenience before they can place orders.
Up to date, XX wholesalers, distributors, and various business buyers have been onboarded to our customized B2B portal across different industries.
Sentry Strategy is a boutique advisory firm that focuses on business transformation through accounting, finance, and technology advisory practice. We are confident that our combined expertise from Big 4 Accounting Firm and technology companies will meet the needs of your business.
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