The Prescription You Need To Eliminate Accounts Receivable Headaches

The Prescription You Need To Eliminate Accounts Receivable Headaches

ERP and CRM Systems

If you’re in customer service or accounts receivable, we know there are certain parts of your job that cause headaches. While we know you love your job, we also know you would love to alleviate just a few of those daily pain points. So, we’re playing doctor for the day to give you a prescription that’ll help you get through your day-to-day tasks, without ibuprofen.

The Symptoms

How many calls do you get from clients requesting a copy of an invoice? Or asking what their current balance is? Or perhaps they need to review an open order. Calls from customers are never a bad thing, but admit it — these types of calls can be an inconvenience to you as they interrupt your workflow. This article from the Washington Post reported that interruptions cost employees an unhealthy six hours in productivity per day. Wow! And if you’re busy or overloaded with customer calls, you risk delaying your invoicing, or worse, hurting customer satisfaction.

The easiest way to boost productivity is to learn new ways to use your ERP system. Get free tips and training by watching this webinar recording.

A secure, self-serve customer portal will help you avoid interruptions. Your client can log into the portal, review their open invoices and orders, check the status of their account and even make a payment via credit card. What does this mean? For one, you’re giving autonomy to your clients and freeing up your phone lines. Additionally, you no longer have to make trips to the bank to make deposits — yippee!

The Prescription

North49 to the rescue! This Sage Gold Development Partner offers a secure and easy-to-use self-serve customer portal. Utilizing their technology with your Sage 300 ERP system will help you free up your phone lines and put the power in the customer’s hands. Let’s take a closer look at North49’s self-serve customer portal.

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North49 integrates seamlessly with your Sage 300 ERP system. When your customer logs into your portal they will see this clean, intuitive platform in the image to the left.

They will also be able to drill down on specific records and print the document for their records. That will save you and your team a ton of time pulling, scanning and emailing (or faxing — yikes) those essential records.

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Perhaps they need a copy of an invoice. In “View Transactions,” your customer can filter documents such as invoices, credit/debit notes, payments and orders, to include all or only open documents. 

They will also be able to drill down on specific records and print the document for their records. That will save you and your team a ton of time pulling, scanning and emailing (or faxing—yikes) those essential records.

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It’s easy-as-pie for your customer to select which invoices they would like to pay, and to process those payments via credit card. This gets the cash into your account faster, and sends an AR receipt to your Sage 300 system.

Not all customers are ready to make payments online, and we understand that. If your customers prefer to send a payment by check, the portal still gives them the opportunity to review invoices, orders and current credit status. All without a phone call…or Tylenol for your staff. 

Need Help?

If you’re in customer service or accounts receivable, we know you’re ready to sign up ASAP, but you have to convince the boss first. Contact us online or chat with one of our Sage 300 experts at 410.685.5512. We’re ready to help convince your team that this tool can boost your productivity and your customer satisfaction.

Watch the recording of the Sage 300 Accpac Users Group

 

About Elizabeth McNally

Beth specializes in implementing accounting and business intelligence software solutions and CRM systems for clients. Her work with clients doesn’t stop with system implementation, though. She also provides training and ongoing support for clients. Her clients and coworkers know Beth as someone who truly loves “figuring out the puzzle” when it comes to system issues. Not many people can say they’ve been guarded by U.S. Secret Service agents, but Beth can. She once babysat Vice President Ford’s grandchildren at his son’s wedding.