{"id":32727,"date":"2022-05-13T10:58:12","date_gmt":"2022-05-13T10:58:12","guid":{"rendered":"https:\/\/www.i-exceed.com\/?page_id=32727"},"modified":"2025-07-22T15:03:45","modified_gmt":"2025-07-22T15:03:45","slug":"evolution-of-crm-driven-onboarding","status":"publish","type":"page","link":"https:\/\/www.i-exceed.com\/us\/white-papers\/evolution-of-crm-driven-onboarding\/","title":{"rendered":"Evolution Of CRM Driven Onboarding"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"32727\" class=\"elementor elementor-32727\">\n\t\t\t\t\t\t<div class=\"elementor-inner\">\n\t\t\t\t<div class=\"elementor-section-wrap\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-195c5f3 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"195c5f3\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t\t\t<div class=\"elementor-row\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1c9cf4b5\" data-id=\"1c9cf4b5\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-12cc4710 elementor-widget elementor-widget-theme-post-title elementor-page-title elementor-widget-heading\" data-id=\"12cc4710\" data-element_type=\"widget\" data-widget_type=\"theme-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Evolution Of CRM Driven Onboarding<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-678c3239 elementor-align-center elementor-mobile-align-left elementor-widget elementor-widget-post-info\" data-id=\"678c3239\" data-element_type=\"widget\" data-widget_type=\"post-info.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<ul class=\"elementor-inline-items elementor-icon-list-items elementor-post-info\">\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-repeater-item-e4f9db4 elementor-inline-item\" itemprop=\"datePublished\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-calendar\"><\/i>\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text elementor-post-info__item elementor-post-info__item--type-date\">\n\t\t\t\t\t\t\t\t\t\tMay 13, 2022\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t<\/ul>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5e188c2f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5e188c2f\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t\t\t<div class=\"elementor-row\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-35d80410\" data-id=\"35d80410\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7d3b7479 elementor-widget elementor-widget-theme-post-featured-image elementor-widget-image\" data-id=\"7d3b7479\" data-element_type=\"widget\" data-widget_type=\"theme-post-featured-image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-image\">\n\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"550\" src=\"https:\/\/www.i-exceed.com\/us\/wp-content\/uploads\/2022\/05\/eveolution-crm-onboarding.jpg\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/www.i-exceed.com\/us\/wp-content\/uploads\/2022\/05\/eveolution-crm-onboarding.jpg 1000w, https:\/\/www.i-exceed.com\/us\/wp-content\/uploads\/2022\/05\/eveolution-crm-onboarding-300x165.jpg 300w, https:\/\/www.i-exceed.com\/us\/wp-content\/uploads\/2022\/05\/eveolution-crm-onboarding-768x422.jpg 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1a2cfb5e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1a2cfb5e\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t\t\t<div class=\"elementor-row\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-d44f747\" data-id=\"d44f747\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-200a3b16 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"200a3b16\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t\t\t<div class=\"elementor-row\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-76d2ebdc\" data-id=\"76d2ebdc\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-534277c7 elementor-widget elementor-widget-text-editor\" data-id=\"534277c7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\n\t\t\t\t<p>Banking and corporate sectors, the main drivers of today\u2019s global economy, often depend on customer relationship management (CRM) systems to onboard their customers. These CRM systems although comprehensive have gradually become complex and are no longer able to provide a seamless and rewarding experience to all involved.<\/p><p>This white paper describes the primary challenges in the CRM framework that makes onboarding complex and then look at how one of our customers managed to spectacularly overcome the challenges involved with a path breaking thought process and digital re-engineering with the help of our state of the art digital experience platform.<\/p><p>This paper aims to showcase our recommended Evolution-of-CRM-Driven-Onboarding:<\/p><ul><li>Predicaments of Traditional CRM driven Onboarding<\/li><li>Digital pioneering of CRM assisted onboarding<\/li><li>Digital CRM \u2013 The way forward<\/li><\/ul>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6f5c3e2 elementor-widget elementor-widget-heading\" data-id=\"6f5c3e2\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Share the Whitepaper<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-47ab01ac elementor-share-buttons--view-icon elementor-share-buttons--shape-circle elementor-share-buttons-mobile--align-left elementor-share-buttons--skin-gradient elementor-grid-0 elementor-share-buttons--color-official elementor-widget elementor-widget-share-buttons\" data-id=\"47ab01ac\" data-element_type=\"widget\" data-widget_type=\"share-buttons.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-grid\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-grid-item\">\n\t\t\t\t\t\t<div class=\"elementor-share-btn elementor-share-btn_facebook\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-share-btn__icon\">\n\t\t\t\t\t\t\t\t<i class=\"fab fa-facebook\" 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elementor-element-3085a023 wp-column\" data-id=\"3085a023\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-17ca1ce4 elementor-widget elementor-widget-heading\" data-id=\"17ca1ce4\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div class=\"elementor-heading-title elementor-size-default\">Please provide your contact information to download the Whitepaper<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1ef63485 cs-form-box elementor-widget elementor-widget-shortcode\" data-id=\"1ef63485\" data-element_type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div 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