Executive Summary Our company is in a highly competitive market, and we need to streamline our customer onboarding process to remain competitive. We propose adopting a Trade-Credit Customer Onboarding Platform to meet this need. This platform will automate and digitise our onboarding processes, reducing manual effort, streamlining workflows, and improving the customer experience. It will… Continue reading Business Case: Adopting a Trade-Credit Customer Onboarding Platform
Author: Daniel Lee
The age of ‘Digital Self-Serve’ enables trade credit sales channels
Your customer’s decisions – what products to buy, services to use or providers to engage with – are heavily influenced by the ratio of pleasure versus pain in their user experience.As technology advances, companies have increasingly turned to multichannel strategies to reach potential customers, who can also be credit borrowers. But, in trying to reach… Continue reading The age of ‘Digital Self-Serve’ enables trade credit sales channels
The ultimate sales combination: Automations, with a human touch
When it comes to sales, conversions are everything. If you’re not converting your trade prospects into sales, you are missing out on revenue that your competitors may be grabbing. And when it comes to trade-credit applications adequately identifying, evaluating, and engaging with potential customers increases conversions exponentially. While the human touch can help along the… Continue reading The ultimate sales combination: Automations, with a human touch
Say ‘yeah’ to using technology for trade-credit compliance
As a Credit Manager, trade-credit compliance is a key part of your role. You must ensure that your team and processes comply with all relevant laws and regulations. This can be a lot of work, but it’s essential to protecting your business. While compliance is a critical part of any credit management function, keeping up… Continue reading Say ‘yeah’ to using technology for trade-credit compliance