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Financial services sales managers: stop equipment fees with return reminders

Financial services sales managers: stop equipment fees with return reminders

Sales managers at small financial firms miss terminal return dates, incurring equipment fees. Daily email and SMS reminders nudge customers before due dates, preventing billing disputes.

Financial services sales managers: stop equipment fees with return reminders

Overview

Missed terminal returns create equipment fees and tie up inventory for small financial firms. This workflow sends daily email and SMS nudges so customers return devices and operations avoid billing disputes, producing cleaner inventory records and fewer charge disputes.

Notable Features

  • Send daily email and SMS
  • Filter upcoming returns by date
  • Attach prepaid shipping label

Financial services sales managers: stop equipment fees with return reminders