Customer setup automation
New customer setup automation
Customer setup automation creates a new customer’s records in every system that needs them, from one approved source, so your team stops typing the same company, contact and billing details three or four times. Kestrel’s agent is designed to notice an approved new customer, fill in each system and flag anything missing for a person.
Why setting up a customer takes so long
When a deal closes, someone creates the customer in the CRM, again in the ERP, again in the accounting system, and sometimes in a shipping or support tool too. Each system wants the details in its own format: billing and shipping addresses, tax status, payment terms, price level and contacts. A small mismatch sends an invoice to the wrong person or holds up the first order.
- The same details typed into three or four tools
- Tax exemption certificates and credit approvals tracked by email
- Duplicate customers created under slightly different names
- First orders held up because one system wasn’t ready
How Kestrel’s agent is designed to automate customer setup
- Connect
You authorize the systems a new customer needs, such as the CRM, ERP and accounting tool. Nothing else.
- Learn
It maps which details each system needs, where they come from and who approves what.
- Find
It shows how many setups you do, how long they take and where they stall.
- Automate
It drafts the automation: when a customer is approved in your source system, the agent creates matching records everywhere else and flags anything missing. Nothing runs until your team switches it on, and every run is logged.
What stays with a person
- Credit approval, and payment terms outside your policy
- Tax exemption documents that need checking
- Possible duplicates of existing customers
- Anything your team marks for review
An example with fictional data
- Customer approved in the CRM
- Agent reads the record
- Records in ERP, accounting and shipping
- Gaps flagged to a person
About 12 new customers a month, each set up in four tools: CRM, ERP, accounting and shipping. About 45 minutes each, or 9 hours a month. With the automation on, each customer approved in the CRM is created in the ERP, accounting and shipping tools, and 2 missing tax documents are flagged to a person.
Illustrative numbers, not a customer result.
Where this work usually lives
Customer records usually live in a CRM such as Salesforce or HubSpot, an ERP or accounting system such as NetSuite or QuickBooks, and the shipping or support tools that need them. Those names are examples of tools companies use, not a list of integrations. The agent is in development.
In St. Louis
Kestrel is based in St. Louis, and early access is open to companies across Greater St. Louis, from Clayton and Earth City to the Metro East. We can meet your team in person to agree what the agent may access and which steps stay with people. More about Kestrel in St. Louis.
Questions
Common questions
Early access
Start with one workflow.
Tell us which software your team uses and where the repetitive work is. Our agent is in development, and the founders read every request.