Risk Management Strategies: Prevent, Shift, and Improve

Risk Management Strategies: Prevent, Shift, and Improve

An essential part of running an accounts receivable business is keeping up with trends that will impact the industry and your agency. With the changes caused by the coronavirus pandemic, new regulations, and emerging technology, it’s important to understand the risks your company faces. Just as important, you must know the latest risk management strategies to keep issues to a …

Back Office Operations Explained: The Hidden Power Behind Business Success

Back Office Operations Explained: The Hidden Power Behind Business Success

Back office operations can encompass many types of tasks, departments, and decision-making processes in a company. How can your back office operations impact efficiency and staff productivity?What are Back Office Operations?Most organizations split office roles between front office and back office employees. The front office team structure includes departments like sales and customer service, that interact directly with customers, prospects, …

Simplifying Accounts Receivable Workflows with PDCflow

Simplifying Accounts Receivable Workflows with PDCflow

Could you be using email and text channels more effectively to enhance your accounts receivable workflows and communicate better with customers? AR workflow software can help you cater to customers who expect to digitally sign documents and receive bills, payment reminders, or payment links by email or text message.What is an Accounts Receivable Workflow?Accounts Receivable workflows are any workflows that …

Streamline Operations with Document Workflow Management

Streamline Operations with Document Workflow Management

Digital communications are a huge part of business and customers expect you to use modern channels like email and text — even when it comes to sending and signing paperwork, or taking a payment. Your company’s communication and esignature software should come with flexible workflow management tools that do everything you need them to, all in one place. This way, …

5 Debt Collection Call Center Script Questions Answered

5 Debt Collection Call Center Script Questions Answered

Most debt collection agencies use collection call scripts but how do you know you’re getting all you can out of yours? We reached out to several experts in the industry for their advice on using call center scripts. They discussed the pros and cons of using call scripts, elements they should contain, and the important link between call scripts and …

Organizational Management: Tools for Better Productivity

Organizational Management: Tools for Better Productivity

Organizational management is a challenge for most small business owners. It requires balancing team management and customer satisfaction while working toward company growth. This often means: Handling client contracts Monitoring payment collection efforts Dealing with compliance issues Keeping up with personnel and administrative tasks Managing other day-to-day office operations What is Organizational Management?Organizational management is the act of planning, organizing, …

Send Multiple Documents in One Request with PDCflow

Send Multiple Documents in One Request with PDCflow

Transform your company’s document management and esignature processes. Now you can send multiple documents in a single request, saving time and boosting efficiency for your business with PDCflow! Streamline essential business communications — contracts, agreements, payment requests, etc. — to reduce administrative overhead and enhance your customer experience.Benefits of Sending Multiple Documents in a Single MessageMany organizations send multiple documents …

Simplify Operations With Business Process Automation

Simplify Operations with Business Process Automation

Do you wish your business could accomplish more tasks with fewer tools and resources? Using business process automation to manage client contracts, customer agreements, and payments will simplify the way you work. Old manual processes slow down operations and make it harder to juggle projects and internal workflows. Embracing business process automation is the best way to speed up deals …

Automated Reminders for Higher Open Rates and Engagement

Automated Reminders for Higher Open Rates and Engagement

PDCflow is excited to announce Automated Reminders for Flows! Don’t let unfinished tasks slow you down. Use Flow Automated Reminders to keep business moving. Automatically send a follow-up email or text message to customers who haven’t finished your request. This simple feature can: Get 25% more people to complete essential business requests Increase the number of people who open your …

Send Bulk Messages to Scale Your Business

Send Bulk Messages to Scale Your Business

Sending digital communications to customers has a lot of advantages. It’s fast, easy, and creates a detailed record for your company and the recipient. As your business grows, sending bulk messages helps you hang onto these advantages without sacrificing more time and effort. Bulk Message MeaningSending bulk messages means following the practice of creating and delivering personalized messages to many …

Fully Branded Contract, eSignature, and Payment Requests

Feature Release: Fully Branded Contract, eSignature, and Payment Requests

Increase customer recognition by sending emails and requests that fully reflect your brand. With PDCflow’s latest customization features, your company can send secure communication requests (Flows) and deliver them via emails—all using your business’s verified domain, logo, brand color, and brand statement. Fully white-label the Flow requests and customer emails you send via PDCflow for just $9 per month. Logo: …

3 Proven Tips to Reduce Outstanding Invoices and Avoid Late Payments

3 Tips to Decrease Outstanding Invoices and Collect More Late Payments

Running a business comes with many internal and external concerns, from training and team management to focusing on brand reputation. But if your company has excessive outstanding invoices or delayed payments, cash flow will stall and the health of your business will suffer. Reduce late payments from customers, keep revenue flowing and free yourself up to focus on other aspects …