Why Sales Loves Online Trade Account Application Software
Business Problem
Problems between credit and sales teams tend to stem from a lack of communication and understanding of each other’s objectives, starting with the onboarding process. Paper-based trade account application forms are slow and inefficient and often aren’t completed correctly. The onboarding experience doesn’t create a great first impression for new customers, creating friction for salespeople.
Online applications provide credit teams with an accurate, efficient process and have many benefits for sales and customers. However, it’s critical to get buy in from your sales team from the start.
Product Solution
An online trade account application can improve relations by giving sales teams visibility over the progress of applications and an understanding of the process to better understand credit decisions.
The Credit Intell online trade credit application and assessment software is customisable to your unique processes, information requirements, delivery method and business risk profile.
Features your sales team will love include:
- Pre-sales creditworthiness check, to spend time on the right prospects
- An onboarding link they can access anytime, anywhere to instantly sign-up customers – your website, CRM, on an iPad at a tradeshow
- Tailored permissions so they can instantly view the status of applications
- Visibility of why an application is declined
Expected Result
The benefits of online credit application software for sales include:
- A smooth, fast experience that starts the new customer relationship on the right foot
- Visibility and transparency throughout the process
- Facilitating open communication between the credit and sales teams, leading to a cooperative working relationship
Say yes to profitable sales while remaining confident of payment.
Ready to get started?
Book a tailored demo with our team to learn how Credit Intell can help your business onboard new customers, seamlessly.