What are the benefits of having my existing customers in Nuvo?
There are many reasons why you would want to have your existing customers in Nuvo. Some reasons are, but not limited to:
Getting updated Customer details (address, contact details, references, etc)
Using Nuvo as a centralized place where Customer data lives
Getting customers to agree to new Terms & Conditions
Monitoring their financial health, to see if their limits or terms should be updated
What are the steps to getting my existing customers into Nuvo?
STEP 1: Provide your Nuvo Customer Success Contact with a list of your existing customers that includes at least the following information:
Customer ID#
Customer Name
Email Address for their AP/Accounting Dept
Payment Terms
Credit Limit
We also support pre-filling these additional fields (optional - only if you have them readily available):
Company EIN
Billing Address
Shipping Address
PO Required
AP Contact Name
AP Contact Email
AP Contact Phone Number
Officer Name
Officer Address
Officer Phone Number
Don't want to reach out to all of your customers? You can make any adjustments to the customer list, and only include the subset of customers that you'd like to reach out to.
STEP 2: Your Nuvo Customer Success Contact will confirm messaging details with you by providing a standard templates that you can customize. Your customer list will receive an email notifying them of this Credit Review process, followed by an email 1-2 business days later with a link for them to fill out the application to update their information.
STEP 3: Your Nuvo Customer Success Contact will format the customer list and create the message templates internally, and then the emails will be sent out. The 'sender' of the emails is the email you have connected under 'Integrations' in Nuvo Settings.
STEP 4: You'll start to see those existing customer applications as 'Drafts' in your Nuvo account, and they will show up in 'Needs Review' when they require action from you to update credit terms.