How Can it Help My Business?
Each month, businesses will have cycles where they want to remind clients of the state of their transactions. If your company has a large number of clients or vendors where your accounting team has to send out many emails at a time, this can be a very time-consuming practice if you’re sending out individual emails to each recipient. It only gets more complicated from there if you need a process review before sending out or want to send different email templates for the same record type.
Are these common struggles familiar?
- The emails that are sent on a per-transaction basis are sent automatically without the chance to stop for review.
- It can be difficult to find out which transactions were already sent out by email, especially with high volume.
- You can only send out emails to the primary contact for the client or vendor.
- You have to manually enter email addresses for multiple emails on a transaction basis.
You want this crucial monthly process to be as streamlined as possible and ensure that you don’t have mistakes in the transaction emails that you’re sending out.