How to Onboard Clients 5x Faster?

What needs fixing to onboard clients faster

For many companies, the client onboarding process is broken. The sales team closes a deal in Salesforce, but then the real struggle begins. Collecting KYC/KYB documents, verifying business details, and maintaining compliance often involve:

• Long email threads and repeated document requests
• Data being stored across multiple systems with no clear visibility
• Time-consuming manual updates in Salesforce and other tools
• Uncertainty about the onboarding status, leading to delays and miscommunication

Without an efficient process in place, onboarding becomes a bottleneck, frustrating both internal teams and clients.

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Why integrating tech stack matters

Businesses rely on multiple tools to manage their operations, from CRMs and compliance software to communication platforms and data storage. However, when these tools don’t talk to each other, processes become fragmented, causing inefficiencies, data silos, and unnecessary manual work. Integrating your tech stack ensures seamless data flow, automates manual processes, and enhances collaboration across teams. By creating a centralized hub of information, businesses benefit from the true power of those tools.

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One way to onboard clients faster: Dotfile and Salesforce

Dotfile’s 1-click Salesforce integration changes the game by eliminating these inefficiencies. By automating document collection, data entry, and periodic compliance reviews, businesses can reduce onboarding time by up to 5x. Here’s how:

• Real-Time Status Updates: Sales and compliance teams gain full visibility into the onboarding progress directly within Salesforce, eliminating the need for constant follow-ups.
• Centralized Data & Automation: Customer data automatically flows between Dotfile and Salesforce, ensuring accuracy and eliminating manual input.
• Hands-Free Compliance Reviews: Businesses can easily track periodic KYB reviews and get automatic reminders, reducing the risk of compliance gaps.

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The impact all businesses want to see

Flowdesk, a digital asset trading firm, implemented the Salesforce integration and saw immediate results:

• 5x faster client onboarding, reducing time spent from 8 hours to just 1.5–2 hours per client.
• A seamless, transparent process, where sales, compliance, and operations teams had access to the same up-to-date data.
• More time for the sales team to focus on growth rather than chasing documents.

This is just one example of how the right integrations can transform a business by removing friction from everyday processes.

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Download the Full Case Study

Want to see the full impact of Dotfile’s Salesforce integration? Download the complete case study to learn how businesses are using automation, real-time updates, and centralized data to onboard clients faster and enhance compliance.

Download the full case study here.