Let’s say that your current trade-customer onboarding process is manual, time-consuming, and prone to errors or even worse (huhhmmmm….) ’digital’ and still prone to errors PLUS lacks the level of flexibility or functionality you need, well, it’s time think your approach to this. If the process is causing delays for your customers and staff during… Continue reading What Enterprises Want From Trade-Credit Onboarding Platforms
Category: Customer Onboarding
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
Checklist for a successful sales pipeline
This checklist is designed to help you organise your sales pipeline and ensure you have all the tools in place to create a streamlined experience for leads and new customers. Depending on the type of business, you will choose only the stages that are required. Initial contact with lead Lead assigned to sales rep. Lead… Continue reading Checklist for a successful sales pipeline
3 key ways to boost efficiency in your sales pipeline
Being responsible for a sales team can seem like a thankless job. No matter how many deals you close, there’s always more to do and bigger numbers to hit. And that doesn’t even take into account the strategic elements and the onboarding and support you do for new clients. The more tips and tools you… Continue reading 3 key ways to boost efficiency in your sales pipeline
4 sales pipeline considerations for a new business
As a business owner setting up your sales team for the first time, you have a unique opportunity – you get to create efficient systems from the beginning, and avoid the problem many of your competitors face. Cumbersome sales pipelines ingrained in company culture are expensive to change and cause inefficiencies. You can capitalise on… Continue reading 4 sales pipeline considerations for a new business