S8 EP8: Reminders with Cari Corozza

<p dir="ltr">Many firms and companies are not familiar with Reminders or, even if they've encountered them in their software, they may not realize how beneficial they are. Truth be told – Reminders are among the most underleveraged financial tools we have in Business Central.</p> <p dir="ltr">WATCH: Reminders ▶</p> <p dir="ltr">✔ Reminders are better than customer statements. </p> <p dir="ltr">One major advantage of Reminders is their ability to incorporate various levels. (This is unlike Statements, where we traditionally send one format enlisting everything.) This flexibility with varied messaging styles is an exciting feature, a novelty that is unfortunately absent in the case of statements.</p> <p dir="ltr">✔ Implementing Reminders with Business Central </p> <p dir="ltr">Receiving a Customer Reminder definitely catches the eye that's why we strongly teach companies to use this incredibly effective approach. </p> <p dir="ltr">This doesn't have to be complicated. Thanks to the reminder templates that come with Business Central, you can quickly assign those reminder terms to the customer in just a few minutes, making it very straightforward.</p> <p dir="ltr"> ✔ Easy and efficient Reminder Implementation with New View </p> <p dir="ltr">We take pride in making the implementation of reminders as a Phase Two project a breeze for you! We've got a great flowchart that walks you through all the steps of how reminders work, from drafting the reminder terms to delivering or pulling the final reminder.</p> <p dir="ltr">Need help to tweak the different levels or change the wording? Or who should receive the reminders or how often to send them?  We've got you covered! We'll work alongside you throughout the whole process, guiding you on best practices for reminders.</p> <p dir="ltr">Essential points covered in this episode:</p> <p dir="ltr">[00:00:01] Why do companies hold off putting Reminders into place until Phase 2?  </p> <p dir="ltr">[00:00:41] Features and secrets you may not know </p> <p dir="ltr">[00:02:02] Three-le