Technology Billing Statements Can Improve Your Competitive Advantage

August 23, 2013 by  
Filed under A Note for You, Front Page

Sharing Innovation - Web conferencing across C...

Sharing Innovation – Web conferencing across Campuses (Photo credit: Steven Parker)

Learn How iPDF Technology Billing Statements Can Improve Your Competitive Advantage

With technology continuing to produce better and easier ways of doing business, every CFO’s focus should be on whether their outgoing documents are producing a positive image of their company.

Sure, you’ve always done business in a certain way so why change it?  Because today, ‘average’ is not ‘good enough.’ In fact, average can actually be a disservice to your company. In today’s competitive environment, your company is measured by the messaging you put out through billing statements, CRM and marketing and every part of that is a reflection on you. So when was the last time your customers told you they were impressed by your billing process?

Interestingly enough, ours do because iPDF technology makes it easier for them to pay their bills, access information on their accounts, and interact with offers, messaging, videos, chats, and other services through one seamless system.

I’m sure you’re asking, “What’s in it for me?” What’s my ROI if I integrate

the new iPDF technology?

  • Reduces 3rd party print vendor costs through print-ready documents and complete process automation
  • Lowers print and mail costs by seamlessly switching from paper to eDelivery
  • Reduces staffing requirements by consolidating print and electronic fulfillment
  • Enhances revenue by automating tracked responses to Targeted Cross Marketing offers
  • Creates superior customer experience by providing flexible document delivery and bill payment options
  • Customization/ personalization for a targeted demographic.
    • Visually enhances statements with color, graphics and paid offers
    • Create added value for customers improving CRM
    • Adds a new stream of advertising revenue

Boring billing should be a thing of the past. Now you can have an electronic interface with your clients — and for those who still want paper bills — we can improve those too while reducing your overall delivery costs. Exciting? You bet it is!

Join us on September 18, 2013 at (time of webinar) for our free, hour-long webinar entitled, Electronic Billing: How it Can Improve Your Bottom-line.”  To sign up for our webinar, please e mail .  For more information prior to our webinar, please contact Jack Schachtel  at: 818-597-1222 ext. 304.

Enhanced by Zemanta

Create a Uniform Workflow Standard:

Customer Relationship Management

Customer Relationship Management (Photo credit: Gari)

Create a Uniform Workflow Standard:

CRM And Company Wide Sales Policies

by  Eliteseo4u

Business that wish to create a uniform workflow can find a CRM solution to their problems.

Keeping all employees on the same page and enforcing a workflow standard can be a nightmare for a growing company.  As the number of employee’s increases, managers and business owners are not able to spend as much time overseeing the work of their employees as they could when the company was smaller and some little things begin to fall through the cracks.  Over time the little issues can become bigger issues until the company reaches a critical point.  Without oversight employee standards begin to drop and the company can find itself in serious trouble.  A CRM system can provide workflow solutions that enforce a uniform work standard.

Why is a uniform standard important?

Uniform standards ensure that employees are all using the same process when dealing with customers.  The process makes sure that employees follow company approved steps and that all sales team members file the same reports for each sales call or meeting.  This reduces the number of variations in reports, and allows management to focus on the data.  One of the standards protocols that many companies use is the approval of all contract proposals over a preset dollar amount before the proposal is sent to the customer.  Without a system in place to make sure that employees are following the company’s guidelines, employees can get lazy and not seek contract approvals.  This can lead to problems when a customer is quoted a price that is lower than the company can afford, and if the customer approves a contract only to have that contract revoked by the company at a later date, the customer may choose to find another vendor.

How does CRM enforce the uniform standard?

CRM enforces the uniform standard through a guided pipeline approach to sales.  The guided pipeline has checkpoints that employees must meet before moving on.  At every step of the sales process team members are required to update the status of the job.  In the situation requiring approval for contracts, when the salesperson changes the status to “In Negotiations”, the CRM system can refuse to allow any more movement in the pipeline until a manager has updated the contract status as “Approved” in the CRM system.  This keeps management informed about the status of customer interactions at critical points in the sales process.

Doesn’t CRM limit creativity?

By forcing the sales team to adopt a uniform sales process it may seem that creativity is being stifled, but the reality is that workers are being more productive.  A uniform standard creates a set of easy to follow guidelines that are the same for every sale, so that employees know how to progress through the sales pipeline in the most efficient way possible.  With the guided process, employees waste much less time trying to remember what they have already done for the customer in the sales pipeline and what the next step might be; all of those decisions have already been scripted.

CRM solutions can help generate better sales leads and increase revenue, but there are other benefits as well.  Using a CRM platform to create a guided workflow standard for a company’s employees allows the employees to be more productive and more efficient.

My name is Elington Brown and I work with a CRM solution on a daily basis.  I feel qualified to write this article, because I control the CRM system for our company and that is all I do and have done for 5 years now. I hope this helps everyone who reads it.  Thanks for readi

Enhanced by Zemanta