Updated on 6/7/2023. Originally posted 9/2/2021. Over the last several years, businesses have become increasingly creative, many shifting to a hybrid strategy and taking on new product and service lines to meet the quickly changing needs of their customers. As a technology provider, you had to quickly diversify your offerings in the middle of a global pandemic to ensure your customers had the latest technology to run their businesses. But how many of you came back to your own office only to encounter disparate systems or antiquated equipment surrounded by manual processes?
Updated 11/20/23. Originally published 2/18/2018. When you’ve put in countless hours of navigating your customer’s complex needs and finding the technology solution that will suit them best, the last thing you have time for is a credit approval process with any surprises. The credit approval process is one of the first steps in the financing process and in this post, we share seven things to consider before submitting your customer for credit approval. Reflecting on these seven items will help your approval process go as smoothly as possible.
Lee Rozeboom, Vice President and Managing Director of Sales at GreatAmerica, and Peter Kujawa, Vice President and General Manager of Service Leadership, Inc.®, a ConnectWise solution hosted the third and final of a 2023 series of webinars discussing best practices for technology service providers (TSPs) and specifically what to do in Q4 to prepare for a successful new year.