Courtesy calls
In the context of credit management, a "courtesy call" typically refers to a proactive communication made by a creditor or a representative of a business to a customer or debtor.
The purpose of a courtesy call is to maintain a positive relationship, provide personalized assistance, and address any potential issues related to the customer's account or payment obligations. Courtesy calls are often made as a customer service gesture to ensure that both parties are on the same page and to potentially prevent future payment problems.
Key points to consider regarding courtesy calls in credit management include:
Maintaining Customer Relationships.
Courtesy calls demonstrate a commitment to maintaining a good relationship with the customer. It shows that the business values the customer and is interested in their satisfaction.
Preventing Payment Issues.
By proactively reaching out to customers, businesses can identify potential payment challenges early on and work with customers to find solutions. This can help prevent late payments or defaults.
Personalized Communication.
Courtesy calls allow for personalized communication. Businesses can address the specific needs and concerns of the customer, which can lead to a better understanding of their circumstances.
Clarifying Terms and Expectations.
During a courtesy call, the business can clarify payment terms, due dates, and any misunderstandings the customer might have about their obligations.
Identifying Opportunities.
Courtesy calls also provide an opportunity to identify upselling or cross-selling opportunities. By engaging in a conversation with the customer, the business might uncover additional needs or products that the customer might be interested in.
Building Trust.
Effective communication and assistance through courtesy calls can contribute to building trust between the business and the customer. Trust is important for maintaining long-term business relationships.
Customer Feedback.
Courtesy calls can also serve as a platform for customers to provide feedback about the products, services, or overall experience with the business.
Record Keeping.
It's important to maintain records of courtesy calls, including the date, content of the conversation, and any actions discussed. This documentation can be valuable for future reference.
Frequency and Timing.
The frequency of courtesy calls may vary based on factors such as the nature of the business, the customer's payment history, and the specific industry. Businesses need to strike a balance between maintaining contact and avoiding becoming intrusive.
Professionalism.
Courtesy calls should always be conducted in a professional and courteous manner. The tone of the call should be friendly and helpful, while also addressing any concerns.
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Clients about EFF
We are happy to recommend EFF company thanks to our successful cooperation so far. High quality of performed services, high availability and a wide scope of their offer are of a great value. Their trustworthiness is based on professional business service and efficient communication with a client.
Z przyjemnością polecamy firmę EFF. Jesteśmy bardzo zadowoleni z dotychczasowej współpracy. Wysoka jakość, pełna dyspozycyjność oraz szeroki zakres usług to ogromne atuty tej firmy. Firma budzi zaufanie dzięki profesjonalnej obsłudze i prowadzeniu sprawnej komunikacji.
We have the pleasure to work with Duni EFF within VAT Compliance services, which we can honestly recommend for any company seeking a professional support in tax related problems or similar. We can always count on their reliable advice and prompt answers to all of our questions. Duni EFF experts’ big commitment and individual approach to a client cannot go unnoticed. Their high competence and vast professional knowledge ensure all our needs are met and it facilitates efficient cooperation.
Mamy przyjemność współpracować z Duni EFF w zakresie VAT Compliance, co szczerze polecamy wszystkim firmom poszukującym profesjonalnego wsparcia w tym lub podobnym temacie. Zawsze możemy liczyć na rzetelne doradztwo oraz bardzo szybką reakcję na wszelkie pytania. Ekspertów z Duni EFF poza dużym zaangażowaniem wyróżnia bardzo wysoka kultura oraz indywidualne podejście do klienta. Szeroka wiedza i wysokie kompetencje zespołu dają nam gwarancję zrozumienia naszych potrzeb oraz zapewniają sprawną i wygodną współpracę.
Z Duni EFF łączy nas fantastyczna relacja biznesowa, wypracowana na przestrzeni lat. Współpracowaliśmy w zakresie usług AP i AR i muszę przyznać, że mogliśmy liczyć na ich wsparcie bez względu na to, czy zwracaliśmy się o pomoc w złożonej czy drobnej kwestii. Odznaczali się efektywnością i profesjonalizmem, a ja miałam okazję nauczyć się od nich niejednej rzeczy. Taka współpraca to przyjemność.
Across the years of working with Duni EFF, we developed a fantastic professional relationship. Nothing was ever too much or too little for them to help us with. They were very efficient and knowledgeable, you could say I learned a thing or two from them! It was a pleasure to work with them.
Duni EFF are tax professionals in the European Union. In cooperation with them, I especially appreciate the individual approach to each case. In international sales, there are often non-standard situations, from which they always find a way out. Their experts have extensive knowledge and provide it in a very accessible way. Duni EFF is a proven, reliable partner in business.
Duni EFF to profesjonaliści w zakresie podatków w Unii Europejskiej. We współpracy z nimi szczególnie cenię sobie indywidualne podejście do każdej sprawy. W międzynarodowej sprzedaży często zdarzają się sytuacje niestandardowe, z których zawsze znajdują wyjście. Ich eksperci mają obszerną wiedzę i przekazują ją w bardzo przystępny sposób. Duni EFF to sprawdzony, rzetelny Partner w biznesie.
W Euroflorist jesteśmy bardzo zadowoleni z wysokich kompetencji EFF i zdolności dostosowania się do naszych zmieniających się potrzeb.
We at Euroflorist are very pleased with EFF's high competence and ability to adapt to our changing needs.
I would strongly recommend the services of EFF. We have transferred a large part of our AP processes to EFF. The transfer was very efficient and unbureaucratic. The employees of EFF are very ambitious, focused and it is a pleasure to work with them. Thus we were able to increase the reliability and quality of our AP with the same number of employees. Through the competence and experience of EFF, at a good value for money, we can concentrate better on our main business.
Serdecznie polecam usługi EFF, któremu zleciliśmy znaczną część swoich procesów AP. Samo przekazanie odbyło się bardzo efektywnie i bez zbędnej papierkowości. Z kolei pracownicy EFF są bardzo ambitni i zaangażowani, a współpraca z nimi to czysta przyjemność. Dzięki tej współpracy byliśmy w stanie zwiększyć jakość i rzetelność naszego procesu zarządzania zobowiązaniami, bez konieczności zatrudniania kolejnych pracowników. Dzięki kompetencjom i doświadczeniu firmy EFF możemy całkowicie skupić się na naszej głównej działalności, za rozsądną cenę.
