Send Your Final Reminder Letter for Outstanding Payment for Marketing Seamlessly

Final reminder letter for outstanding payment for Marketing

did you know that certain practices will nearly ensure that you have a higher rate of collection with each attempt in this video you will learn how to write an effective dunning and collections email so follow these tips on how to improve how quickly you get paid my name is mikaya and i'm from chargent if you're a sales force admin or a consultant who wants to learn about payments and be a superstar for your organization then you are in the right place all right tip number one always include the information that the payer needs to pay sounds kind of obvious right remind the customers the payable invoice number the payment date and the total amount due for the payment clearly state that the payment is past due and provide a copy of the original invoice and the payment terms whenever possible okay tip two make paying super simple the customer should be able to forward your email to anybody that can pay you the receiver should be able to click the link and pay that outstanding balance oh you know what that reminds me we've made a special checklist for you on 10 ways to make payments safe easy and profitable on salesforce check the link in the description below and download that report today tip number three i want you to plan out the cadence for those emails and then track your results so typically we recommend emailing the payer as soon as the digital payment fails then usually wait two days before sending the reminder email now the cadence is up to you however we think the important thing is tracking which timing gets you the most successful payments and then update based on that cadence tip number four is watch your tone no i mean watch your tone just be careful how you use your tone because look anybody can miss a payment from time to time it doesn't make you or your customer a bad person they might not even be aware that they miss the failed payment your first email should be very kind highly professional and maybe even a little lighthearted show how you value them as a customer however by that fourth or fifth email when you're close to stopping their service it's time to get more serious in tone you are doing your customers a favor by making it very clear that they understand that failure to act will have consequences and let's not forget you might have bad contact info also all right tip number five is to use salesforce email templates rewriting these emails every single time that's just a waste of your time when you find copy that works well lock it into a template and then automatically send those templates at the intervals that you defined earlier in tip number three we hope that you use these tips to help you receive payments faster and we hope that you build trust with your customers using them all right next i want you to check out this video here where you're going to learn all about automating collections with our product here at charging my name is mikaya and here at chargent we're dedicated to helping salesforce customers like you take payments anywhere in salesforce and remember we are always here to help