CHICAGO, IL (October 9th, 2024): Blue Book, the leading provider of produce-specific credit and business information, today released a new feature to members: Credit Application Request.
Simplifying customer onboarding
In a survey done by the Association of Certified Fraud Examiners (ACFE), 85 percent of companies find onboarding a new customer challenging.
In the same survey, approximately 40 percent say their onboarding process can take a week or more, and another 35 percent said that it can take up to 4 days.
What’s the correlation here? Answer: It takes a lot of time and energy to onboard a new customer!
What is your process, and how long does it take your team to make a credit decision on a new customer prospect? Could you be doing other essential tasks that benefit the bottom line rather than verifying a prospective customer’s identity and calling their references? Blue Book Services can now do this for you!
Blue Book Services’ NEW Credit Application Request service secures the details required to effectively onboard new customers.
Here’s how it works
When a company contacts you for credit – let them know what you require and that your credit application process is handled by, and to expect a credit application request from Blue Book Services.
You can do this in two ways:
Go to BBOS – select Tools from the BBOS menu bar and click on “Credit Application Request.” Then, key in the company and choose the person you want Blue Book Services to deliver our credit application to.
Go to a company’s page – select “Credit Application Request” from the menu on the left, under “Services.”
Click “Submit” – it’s simple and takes less than 60 seconds!
By submitting, your customer prospect will receive an email from Blue Book Services introducing the credit application service and serves as your authorization for Blue Book Services to manage and gather the necessary credit decision-making detail.
Once the credit prospect completes the credit application, Blue Book Services will electronically connect with their references in an effort to capture those all-important trading experiences. If the electronic requests are not replied to, Blue Book Services will then attempt to communicate by phone to secure the facts.
Completion time and report delivery
Within 1-3 business days, Blue Book Services will have completed the process and delivered you a complete, best in class, credit application on your customer prospect containing vital business information, key company personnel and trade experiences from the company’s references.
Every Blue Book member has a number of complimentary credit application requests, based on membership level.
Go get more customers and let us do the work – Credit Application Request is the “go-to” tool for simplified customer onboarding experience!
If you have questions about how this new feature works, please reach out to Customer Success team to learn more: customersuccess@bluebookservices.com or call (630) 668-3500.
About Blue Book
Blue Book is the leading provider of produce-specific credit and business information, helping companies manage their business, limit their financial risk and accelerate their growth. Since 1901, Blue Book has brought predictability to the produce supply chain, helping family-owned growers and national grocers alike make the right trading decisions and business connections at the right time.
CHICAGO, IL (October 9th, 2024): Blue Book, the leading provider of produce-specific credit and business information, today released a new feature to members: Credit Application Request.
Simplifying customer onboarding
In a survey done by the Association of Certified Fraud Examiners (ACFE), 85 percent of companies find onboarding a new customer challenging.
In the same survey, approximately 40 percent say their onboarding process can take a week or more, and another 35 percent said that it can take up to 4 days.
What’s the correlation here? Answer: It takes a lot of time and energy to onboard a new customer!
What is your process, and how long does it take your team to make a credit decision on a new customer prospect? Could you be doing other essential tasks that benefit the bottom line rather than verifying a prospective customer’s identity and calling their references? Blue Book Services can now do this for you!
Blue Book Services’ NEW Credit Application Request service secures the details required to effectively onboard new customers.
Here’s how it works
When a company contacts you for credit – let them know what you require and that your credit application process is handled by, and to expect a credit application request from Blue Book Services.
You can do this in two ways:
Go to BBOS – select Tools from the BBOS menu bar and click on “Credit Application Request.” Then, key in the company and choose the person you want Blue Book Services to deliver our credit application to.
Go to a company’s page – select “Credit Application Request” from the menu on the left, under “Services.”
Click “Submit” – it’s simple and takes less than 60 seconds!
By submitting, your customer prospect will receive an email from Blue Book Services introducing the credit application service and serves as your authorization for Blue Book Services to manage and gather the necessary credit decision-making detail.
Once the credit prospect completes the credit application, Blue Book Services will electronically connect with their references in an effort to capture those all-important trading experiences. If the electronic requests are not replied to, Blue Book Services will then attempt to communicate by phone to secure the facts.
Completion time and report delivery
Within 1-3 business days, Blue Book Services will have completed the process and delivered you a complete, best in class, credit application on your customer prospect containing vital business information, key company personnel and trade experiences from the company’s references.
Every Blue Book member has a number of complimentary credit application requests, based on membership level.
Go get more customers and let us do the work – Credit Application Request is the “go-to” tool for simplified customer onboarding experience!
If you have questions about how this new feature works, please reach out to Customer Success team to learn more: customersuccess@bluebookservices.com or call (630) 668-3500.
About Blue Book
Blue Book is the leading provider of produce-specific credit and business information, helping companies manage their business, limit their financial risk and accelerate their growth. Since 1901, Blue Book has brought predictability to the produce supply chain, helping family-owned growers and national grocers alike make the right trading decisions and business connections at the right time.
