Reduce the time spent on the reminder!


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We know how much of energy consumers The reminder: when it comes to customers who have to bring the documents to close the moon!

The date on which the customer should have been sent by the documents, so that the work has a production and temporal course, is approaching. But sometimes this may seem like an ideal case and not all customers respect their deadlines. And it is normal, because many unexpected things and responsibilities intervene.

The company has evolved very from the point of view of technology, so many things we do every day could be automated. Technology should be seen as a saving solution for the days when we feel overwhelmed by tasks and everything around us.

Technology is not enough to make things work and become easier. The change starts from the root and if the root is not healthy, things will not have a productive flow.

During communication with numerous accounting companies, we discovered that before making changes, we must look from the inside. That is, to look at how the company works today? For example, can you ask questions like: how do employees work? Do we have procedures and then we guide ourselves? What steps do they exist during the month?

So we must guarantee that the existing rules and procedures are respected. And a person responsible for this task could bring improvements to the organization level. In times of pressure, these procedures support employees in the form of a guide. When customers who do not send documents in time intervene, the work can become exhausting and the effectiveness can be felt throughout the month.

What we want to communicate is that a reminder for your customers implemented at the level of the accounting company can be a possible solution for the period to bring documents. But for these reminders to do their job, it is already necessary to have a work procedure. In such a way that this solution comes as a way in which it should not represent a focus at the end of the month.

You can focus on the closure of the month and the adjacent responsibilities. The won time can be used for the benefit of communication with customers, but also the expansion of the customer portfolio.

According to studies, The opening rate of an SMS compared to an e -mail is 98%. This proven fact made us want to offer our customers remember by SMS.

But also because:

  • Does not require an Internet connection; Your customers can receive messages at any time, with international coverage.
  • It is useful and very visible, the phone is omnipresent in our lives. Your customers will not omit the notifications received.
  • It brings a better work organization for all employees, all this process can be supported by a procedure implemented at the company level.

By adopting this reminder from SMS, at the end of the month, a personalized message will be automatically sent to customers. The time spent on the reminder is reduced and you can focus on adjacent things they bring More value for business.

Below you can see an example of an accounting company, which has already adopted this option. They implemented the SMS service to remind customers to bring documents within 1-5 of the month. Each message is sent to the date you want, to the containers chosen by you.

Reduce the time spent on the reminder!

Simple and object, right?

If our article did not help you solve your problem, you can at any time:

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Or if you want other useful information relating to Digitization of accounting companiesyou can download Our free ebook From here.

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