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
Tag: B2B 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
Using API’s to “say hello 👋” to an integrated innovative world
Imagine every step of your credit management process.
Draw a visual representation in your head. Include all stakeholders involved, all staff, all customers. Now imagine that all being 90% faster, easier and more compliant – congratulations, you have imagined automation!
What do Netflix, Spotify, Salesforce, DocuSign and 1Centre all have in common?
Imagine every step of your credit management process.
Draw a visual representation in your head. Include all stakeholders involved, all staff, all customers. Now imagine that all being 90% faster, easier and more compliant – congratulations, you have imagined automation!
Five big benefits for automating your trade-credit processes.
Imagine every step of your credit management process.
Draw a visual representation in your head. Include all stakeholders involved, all staff, all customers. Now imagine that all being 90% faster, easier and more compliant – congratulations, you have imagined automation!
Making PPSRs a headache-free zone 
The Personal Property Securities Register, most commonly known as the PPSR, is an official government register. If you’re a 1Centre customer and you trade across NZ & AU requiring PPSRs across both countries, this can be very easily set up, managed and maintained on your 1Centre account. Including an aggregated view of all PPSRs across your business in both countries!
How AI and automation is solving Credit Management headaches
Part 1 of 3-part series. Next article > The pace of technology development has a profound impact on most industries and our everyday lives. The world of trade credit management is no exception. From fraud assessment checks to business process automation, building scale through the cloud, to leading the charge on data-led decision making, the power… Continue reading How AI and automation is solving Credit Management headaches
Omni-channel: Customer Choice is Paramount in trade
An Omni-channel experience is a multi-channel approach to marketing, selling, and serving customers in a way that creates an integrated and cohesive customer experience no matter how or where a customer reaches out. It gives the customer choice about how they make that first interaction with you. There has not been a year quite like… Continue reading Omni-channel: Customer Choice is Paramount in trade
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
How to help customers make decisions
White or brown bread? Rent or buy a house? Dog or cat? Exciting new job or in-house promotion? In our everyday lives, we’re faced with an endless barrage of decisions. As you’ve probably experienced, too many decisions can feel overwhelming and is likely to make you not want to decide at all. If every decision… Continue reading How to help customers make decisions
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