Thank you for being part of the BlueTape community. This article includes some tips, tricks, and best practices to help you get started in the first month of joining BlueTape. It’s designed to increase your customers’ awareness and help you get the most out of your account.
Best Practice: Set up short 15-minute weekly check-ins with your Customer Success team member in the first month.
1. Connect your ERP system to BlueTape. This step will help you automate and avoid manual double entries. Your designated BlueTape Customer Success team member will walk you step-by-step through the setup. Be sure to submit 10 sample invoices in order to train the system.
Tip: If you complete this step, you can skip step #2!
2. Sync your customers with your BlueTape account. For easy access and faster invoicing, provide a .csv or Excel list of your customers' account information with the following fields:
Must have:
- Business name
- First and last name
- Cell phone number
- Email address (including both email and cell phone is preferred, but only one is required)
Good to have:
- Type of account: Cash or Credit
- Account open date
- Account status: Active, Suspended, or Closed
- Maximum credit limit
- Payment history
- Average days to pay
- Open A/R
- Current balance
- Total past due
- Average invoices
- Last year (or 12 months) total purchase
If you need help with downloading or collecting your customer list, we are here to help.
Tip: Want to skip this step? Be sure to complete step #1!
3. Sales team training. Let us provide your sales team with the information they need to use BlueTape to sell more and get paid fast. Here are some of the topics we will cover during the training:
-
- What is BlueTape?
- Key benefits of BlueTape for your customers
- How your sales reps benefit from BlueTape
- How your customers can get started with BlueTape
Book a training session for your sales team as soon as possible, or tell them to sign up for one of our upcoming monthly training and Q&A sessions!
4. Send out BlueTape introduction email. Spread awareness and share the good news with your customers! Let them know you have partnered with BlueTape, how it works, and what the benefits are for them.
Our Customer Success team member will share an email template with you to make this even easier.
5. Customer heads-up call. Ask your sales team to contact their customers and let them know about BlueTape and that an invitation is going to be sent out specifically for them to join.
6. Access marketing resources. Let your customers know about your new trade feature by:
- Adding BlueTape information to your website
- Taking advantage of in-store flyers
7. Send out the pre-qualification invitation. Invite your customers from your BlueTape account. Prequalified customers can pay their next invoice with just a few clicks.
8. BlueTape will follow-up with your customers. Your dedicated BlueTape Customer Success team member will follow up with those who don’t fill out their application or connect their bank account within 3 days. We are available to guide your customers through the application process and answer any questions.
9. Start sending invoices and processing payments.
Additional resources:
✔️ Additional BlueTape marketing resources
✔️ AR team members product demo
✔️ BlueTape Seller Rules
✔️ Ask us about the sales team competition