Upgrading technology enhances onboarding experience

As times change, so too must the tools and techniques businesses use to entice consumers, manage facilities and engage personnel. Many advances in digital resources have placed more computers in the palms of peoples' hands, making these ideal outlets for connecting with staff members. As mobile deployments become more standardized and organizations of all kinds move into this technology, it's important for companies to ensure that they're making these handheld assets part of their sales onboarding strategies.

Risking regular relationships
According to Bank Tech Online, a study by Aite Group showed that many entities in the financial services industry are not properly taking advantage of all the benefits that mobile devices have to offer. The source stated that more multi-channel environments are essential to effectively reaching employees in the right manner. Current solutions often require an in-house approach to paperwork and document management, making the sales onboarding process cumbersome for new employees and existing data infrastructure alike. While most HR assets and internal processes are becoming digitized, the onboarding gamut still requires a plethora of physical documents to be managed, monitored and controlled.

The report from Aite Group stated that companies may lose out on potential partnerships due to a lack of technology integration. People are becoming more interested in completing applications, filling out forms and submitting data through mobile devices like tablets and smartphones than even on standard computers, meaning that businesses need to start assessing their sales onboarding processes to ensure they're up to speed with current trends. Otherwise, the source warned that entities could be risking engagement and relationship quality with consumers, clients and employees.

Thinking outside the box on mobile
As Destination CRM wrote, more than half of people currently use their smartphones for regular internet use. These are the same individuals regularly using their mobile devices in the office, while on sales calls and in the field. Providing them the proper onboarding tools could make their jobs easier and more efficient by offering the tools and insight they need in a portable capacity. Not only does this limit the amount of paper generated and managed by an office, it also allows companies to liberate their employees from their desks while still keeping them a coordinated workforce. Such on-the-go technology lets companies issue even large or complex documents to everyone in the organization at the same time without being concerned that some staff won't be able to access these important resources.