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, …

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 …

Essential Software Features for Digitally Signed Agreements

Essential Software Features for Digitally Signed Agreements

A signed agreement from a customer is an essential part of many business workflows. With the shift in recent years towards modern tools, more companies are using digital signature software to send and track their signed agreements. Is your company taking digital agreement signatures through email and text for faster workflows and higher customer satisfaction?What is a Signed Agreement?A signed …

Digital Contract Management Best Practices

What is Contract Management? Steps to Implement a Digital Contract Management Strategy

What is contract management? Contract management is the process of managing contract creation, negotiation, execution, and analysis to maximize operational and financial performance at an organization. However, that process will look drastically different for a large corporation with the luxury of a contract management team versus a small business managing contracts with just a few employees. What does contract management …

Guide to Friendly Payment Reminders for Better Cash Flow

Guide to Friendly Payment Reminders for Better Cash Flow

Payment reminders are the simplest, most flexible solution to reduce late (or delinquent) payments. So why aren’t businesses taking full advantage of this easy, effective tactic? Some business owners are nervous about new software that requires extensive training to launch. Others are still operating on manual or paper reminders that don’t reach customers before their payment due date or come …

4 Key Metrics for Measuring Digital Campaigns in Accounts Receivable

4 Key Metrics for Measuring Digital Campaigns in Accounts Receivable

Every debt collector knows the struggle of getting consumers to answer their phones. Digital campaigns can better engage people who want to pay without requiring them to answer a call. But you need to collect certain key metrics to know these new tactics are working. Collecting and analyzing your data will help you understand how your business is performing and …

Innovative Digital Workflows: One Company’s Creative Solution

Innovative Digital Workflows: One Company’s Creative Solution

Businesses now have so many software choices it can be overwhelming to decide what systems to use. Technology should make doing business easier and create a better digital workflow for both staff and customers. Some of your systems, like your customer database, gamification tools or training programs will never be seen by the public. But others like the tools that …

Wet Signatures and Electronic Signatures: What to Know

Wet Signatures and Electronic Signatures: What to Know

Ink signatures have long been the standard to signify a legally binding contract. A wet signature, by definition, refers to the act of signing by hand with wet ink on paper. As demands increase for faster business processes and digital communication, companies are looking for ways to simplify the signing process. For those who are still collecting signatures by hand, …

Strategies for Successful Payment Request Emails: Timing, Cadence, and Content Best Practices

Strategies for Successful Email Payment Requests: Timing, Cadence, and Content Best Practices.

For decades, paper bills and telephone calls have been the standard tactic for collecting payments. Now, payment request email options are available (and expected) by consumers. Using email to request payments and software that can capture customer payment information via email is popular, simple to implement, and creates a quicker way for people to pay their bills.Why Use Payment Request …

Automation Solutions: How to Identify Areas of Opportunity in AR

Automation Solutions: How to Identify Areas of Opportunity in AR

How much of your staff’s time is spent doing repetitive tasks? How much of that time could they devote to more important issues? Automating these simple processes streamlines day-to-day responsibilities. If you manage operations for your call center, collection agency or office, identifying automation solutions that will impact your business should be a priority.Why Look for Automation Solutions?Why are automation …

Simplified Workflow Management for AR Billing

Simplified Workflow Management for AR Billing

Every popular technology introduced tends to follow a well-known principle called the adoption curve. This curve shows the segments of the population that follow a technology trend – from innovators and early adopters to the last segment, laggards.Email and text messages have now been around for decades. Even the laggards of the technology curve use digital tools for work, personal …

8 Payment Processor Questions Your Business Needs to Ask

8 Payment Processor Questions Your Business Needs to Ask

Shopping for payment technology for your business can be overwhelming. You need to be able to make the best choices for your company but what do you need to know first? If you’re looking for a payment processor, here are some of the most important current trends, compliance concerns and tools that can help you with your choice.1) What is …