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 CASE STUDY      AUTOMATION 

INCREASED VISIBILITY, FASTER KYB

Dotfile + Salesforce Integration Brings 5x Faster Client Onboarding

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Anna Klis
February 20th, 2025

Anna Klis 
February 20th, 2025 

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quote

"Dotfile's API-first approach has allowed us to seamlessly integrate precise custom automations into our existing processes and infrastructure, enhancing efficiency and accuracy. "

img & details Flowdesk
quote

"Dotfile's API-first approach has allowed us to seamlessly integrate precise custom automations into our existing processes and infrastructure, enhancing efficiency and accuracy. "

Problem

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Manual and fragmented processes lead to transparency and visibility issues, which slow down compliance workflows and result in bad and lengthy onboarding experiences. Businesses struggle with data collection, verification, and management, while customers are confused by recurring requests to provide the right information.


Solution

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Integrations help to solve visibility issues and collaboration hiccups, as well as automate manual processes like data collection or periodic reviews. A fully automated workflow reduces administrative effort while keeping the process transparent and auditable. Businesses can benefit from time savings, seamless data synchronization and centralization, and more.


Results

RESULTS

Dotfile + Salesforce integration maximizes customer onboarding efficiency.

5x

Faster stakeholder onboarding

1 API

To connect the tools

82%

Faster time to revenue

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