Happy Fall, Ya'll! We're excited to share what's new in TermSync this month.
Promise to Pay Enhancements
Have you ever wanted to view all of your customers who've made a promise to pay, but haven't followed through on the commitment? TermSync is making it really easy to gather this information with a new filter called Reason for Contact within the Collection Calls Needed listing. There are three new options to choose from: Collection Call Rules, Overdue Promise to Pay, and Follow-up Scheduled.
Overdue Promise to Pay will give a listing of those customers who've promised to submit payment by a certain date, but have not followed through. We recommend creating a new filter and saving it to your custom To-Do List on the Receivables Dashboard for quick access. Click here for more information.
Also, a Promise to Pay column is now available to add to your payment reminder emails. Adding this column to your payment reminder let's your customer know the Promise to Pay has been noted and keeps everyone accountable.
Create Greater Customer Satisfaction by offering a New Payment Option
Are your clients asking you how to make an invoice payment by credit card through the TermSync customer portal? Providing your clients with many payment options has traditionally resulted in faster collection and an overall improvement in customer satisfaction. Feedback from existing clients that have leveraged the TermSync customer portal has resulted in removing & automating their manual legacy credit card payment acceptance. Additionally, an ROI case could be developed through the reduced cost spent on those manual processes, the offloading of payment card risk off your network and on to ours, as well as a more competitive transaction costs.
Adding credit cards as a payment option is extremely easy and can be activated within just a few business days. If you are interested in learning more about the benefits of offering your customers this payment method, please reach out to your TermSync Account Manager to learn more!
Consult-A-Pro Webinar: Your Customer's Experience in TermSync
Join us on Thursday, 11/02 from 2:00 to 3:30pm CST for a deep-dive Webinar into your customers' experience in TermSync. Register today by clicking here and filling out the registration information.
We will walk through your customer portal in TermSync, ensuring you can confidently guide your newest customers through their self-service options. The following features will be covered in detail:
- Customer messaging
- Customer account statement
- Customer payment portal
- Customer dashboard
- Customer filters
- Tips, Tricks, and more!
This will be a great training opportunity for those of you who just started offering the customer portal in TermSync and for those who have been offering the customer portal since day one. Space is limited, so please register today!
Reminder for Log-A-Call Upgrade
As you may recall, the TermSync solution rolled out a new version of the Log a Call page in late August of 2017. If you are still using the original version of the Log a Call page, we ask that you contact your TermSync Account Manager to be upgraded for no additional cost!
This section now includes the option to choose your own follow-up collection call date and the option to send the customer a confirmation email for a logged promise-to-pay. The account summary is now on the left, your notes on the right, and the transactions are listed below for an improved workflow.
Interested in learning more? Ready to be upgraded? Contact TermSync Account Manager today!
Sneak Preview - Executive Dashboard
The new Executive Dashboard is full of powerful, high-level reports that will impress any member of the executive team. We know each company is unique in their reporting needs which is why you can hand pick the reports that appear on your dashboard.