Simplify Merchant Registrations with ATS Merchant Onboarding Add-On
ATS provides tailored merchant onboarding management solution. Accelerate supplier qualification and registration while ensuring seamless compliance through automation. Our solution enhances operational efficiency, fostering accuracy, trust and effortless merchant onboarding for your business.
Enhance Onboarding with Merchant Onboarding Add-on
The ATS Merchant Onboarding Add-on, built on Dynamics 365 Sales, simplifies and accelerates the merchant onboarding process by automating manual workflows, centralizing documentation, and ensuring compliance.
This add-on enables organizations to manage registration seamlessly while enhancing transparency and operational control.
As a certified Microsoft partner, ATS empowers businesses to leverage the Merchant Onboarding process effectively, driving growth and success.
Key Features of the Merchant Onboarding Add-on
Streamlined Vendor Registration
Simplify the onboarding process with an automated and user-friendly registration system.
Benefits:
- Reduced onboarding time
- Enhanced merchant satisfaction
- Seamless documentation collection
Document Management
Centralize and manage all required documentation with secure storage and easy retrieval.
Benefits:
- Improved compliance tracking
- Quick access to merchant information
- Reduced administrative overhead
Approval Workflows
Automate approval workflows to ensure faster processing and compliance with company policies.
Benefits:
- Accelerated decision-making
- Consistent policy enforcement
- Enhanced operational efficiency
Customizable Dashboards
Gain real-time insights into the onboarding process with configurable dashboards and reporting tools.
Benefits:
- Improved visibility into merchant status
- Data-driven decision-making
- Enhanced operational transparency
Why Choose Merchant Onboarding Add-on?
ATS is your trusted partner for streamlining vendor onboarding with the Merchant Onboarding Add-on. Here’s why businesses choose ATS:
Designed for You
Merchant Onboarding is designed with businesses like yours in mind, simplifying and accelerating the merchant onboarding process to address the most critical challenges in compliance, verification, and seamless integration.
Easy Implementation
Ready to implement product, that becomes a part of your existing system with just a few clicks.
Dedicated Support
Providing dedicated support for Merchant Onboarding, ensuring seamless resolution of onboarding issues and concerns anytime, anywhere.
Proven Results
Merchant Onboarding has a proven track record of helping businesses streamline onboarding processes and improve operational efficiency.
Advanced Capabilities of PowerCRM
Customization and Extensibility
Customization and Extensibility
Advanced Analytics and Reporting
Advanced Analytics and Reporting
Integration with Microsoft Ecosystem
Integration with Microsoft
Automation and Workflow Optimization
Automation and Workflow Optimization
Power CRM offers advanced capabilities to streamline operations, boost productivity, and enhance customer engagement
Ready to Transform Your Merchant Onboarding Process?
Simplify merchant onboarding with predefined approval process, compliance and enhanced operational efficiency using Merchant Onboarding system.
Real Stories of Transformation
Al Yaum, a leader in eCommerce and merchant onboarding, faced challenges in managing customers, deals, financial processes, and integrating diverse systems. By implementing Microsoft Dynamics 365 Sales and Business Central, alongside seamless integrations with their Magento portal, Al Yaum transformed its operations. This comprehensive solution enhanced customer management, streamlined financial and supply chain processes, and ensured data flows across platforms, enabling Al Yaum to achieve operational efficiency and scalability.
About the Organization
Al Yaum specializes in merchant onboarding and eCommerce, providing customers and merchants with an intuitive platform for deals, products, and services. The company is dedicated to optimizing customer and deal management while ensuring seamless operational efficiency through innovative technology solutions.
Challenges
Despite its success, Al Yaum faced significant operational challenges:
- Customer and Deal Management: Managing a growing customer base and complex deal processes was becoming inefficient with existing systems.
- Finance and Supply Chain Oversight: A lack of robust financial tools hindered efficient supply chain and financial management.
- Platform Integration: Integration between Al Yaum’s Magento eCommerce portal, CRM, and financial systems was limited, causing data silos and operational inefficiencies.
Solution
To address these challenges, Al Yaum implemented a robust technology stack powered by Microsoft Dynamics 365:
- Dynamics 365 Sales: This module was tailored for efficient customer management, deal tracking, merchant onboarding, and product and order processing. It provided a centralized platform for managing all customer interactions and sales activities.
- Dynamics 365 Business Central: A modern ERP solution that streamlined financial and supply chain operations, enabling accurate financial tracking, efficient budgeting, and supply chain visibility.
- System Integrations:
- Dynamics 365 Sales & Business Central: Integrated to ensure seamless data flow between customer-facing operations and back-office processes.
- Magento Portal Integration: Connected Magento with Dynamics 365 Sales to synchronize products, customers, and orders, creating a unified eCommerce ecosystem. Products were passed from CRM to Magento, while customers and orders were relayed back to Dynamics 365 Sales and then to Business Central for fulfillment and financial tracking.
Benefits
- Streamlined Customer Management: Dynamics 365 Sales enabled Al Yaum to manage customer relationships, track deals, and streamline merchant onboarding processes efficiently. The unified platform allowed for better organization and faster response times to customer needs.
- Enhanced Financial Oversight: With Dynamics 365 Business Central, Al Yaum improved its financial processes, from cash flow management to automated financial reporting. The solution ensured better budgeting and supply chain management, driving operational efficiency.
- Seamless Data Integration: The integration between Magento, Dynamics 365 Sales, and Business Central facilitated uninterrupted data flow. This ensured accurate synchronization of products, orders, and customers across platforms, minimizing manual errors and delays.
- Operational Scalability: The interconnected systems provided a scalable foundation, allowing Al Yaum to handle growth in its customer base, product offerings, and operational complexity with ease.
- Improved Decision-Making: Real-time dashboards and analytics offered actionable insights, empowering Al Yaum’s leadership to make informed decisions and address issues proactively.
Conclusion
The implementation of Dynamics 365 Sales and Business Central, combined with Magento portal integration, has revolutionized Al Yaum’s operations. By overcoming integration challenges and streamlining financial and customer management processes, Al Yaum is now better equipped to deliver exceptional service to its customers and merchants.
