Digital transformation for customer communications

Introduction

How to Select the Right Partner for Your Invoicing and Statement Needs

Once you’ve decided to outsource your document and statement needs, you’re faced with another big decision: finding the right partner. Any provider will offer their services, but how do you choose the best one for your organization in the long run?

How to Select the Right Partner for Your Invoicing and Statement Needs

Once you’ve decided to outsource your document and statement needs, you’re faced with another big decision: finding the right partner. Any provider will offer their services, but how do you choose the best one for your organization in the long run?

To help you with the decision-making process, we’ve put together this list of top considerations for those looking for a document and statement partner.

Can they weave into our existing practices, core provider, and marketing campaigns?

Think of the infrastructure and existing practices you already have in place, and ask yourself how a new partner will fit into your work flow. Do they partner with your core provider, or third-party vendors such as online banking and mortgage providers? Furthermore, how will they integrate your marketing campaigns into their print and mailing services? Save yourself from the hassle of a clumsy partnership by asking these questions first.

Is agility and adaptability a priority for your organization?

How often do you need last-minute print orders, or adjustments to existing orders? Are you planning on a name or logo change in the near future? For many companies, a flexible provider is a great asset, as it allows you easily adjust to fluctuating needs and demands. If a provider isn’t very flexible, it could mean wasting thousands of statements with outdated slogans before finally implementing the new one. Timeliness is another concern: how often do you want to rush a new marketing campaign or adapt on the fly?

Furthermore, it’s also important to consider how adaptability in terms of growth. If you’re growing rapidly, it’s critical that you select a partner that can quickly and efficiently adapt to your changing needs. If your partner needs weeks of advance notice before increasing their output, they may not facilitate your growth as well as you’d like.

What are their marketing capabilities?

An document and statement provider should be more than a solution to your print and mailing needs. This provider should be a marketing partner, as each mailed item is an opportunity to build brand awareness, visibility, and amplify your marketing message. Ask a potential partner what they offer in terms of marketing, and how they can supplement your existing marketing campaigns. Targeted messaging and integrated marketing is a key feature to look out for, as it’s more likely to establish a meaningful connection than broad, bland appeals.

Is the company invested in providing exceptional printing and mailing solutions?

Businesses outsource their printing and mailing for expertise, investment, and specialization. As such, your documents should be printed with top-of-the-line equipment by personnel with exhaustive experience in the field. Don’t be afraid to ask a potential partner about their experience and equipment capabilities.

Having a hard time selecting an invoicing and statement partner? Call us today to learn more about our services and determine if IDS.com is the right fit for your business.

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