Streamlining Bill Management with Bill.com: A Partner's Perspective

Partnering with Bill.com empowers our firm to efficiently manage clients' bill payments, ensuring security, control, and transparency. Discover the benefits of outsourcing bill pay and how it contributes to profitable revenue streams while enhancing client satisfaction. Learn about prospecting strategies for identifying ideal clients and leveraging marketing tools to promote bill management services effectively.

• Bill management
• Partner collaboration
• Outsourcing benefits
• Client satisfaction
• Marketing strategies

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Uploaded on Aug 03, 2024 | 0 Views

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1. Add Firm Logo Bill.com Overview for [PARTNER NAME] Bill management for our clients Date

2. Bill Management Why Bill.com We partner with Bill.com, the leading business payments service, to manage the complexities of our client s bill payment needs. Together, we ensure the highest levels of security balanced with our clients preferred level of control and involvement in the bill pay process.

3. Bill.com benefits our clients and our firm Outsourcing bill pay delivers benefits to both Partner Benefits Client Benefits Clients want us to take away the headache of bill management Delivering bill pay services benefits our clients and our firm 53% of business professionals appreciate CAS because it takes away the worry of making mistakes* Bill pay is a profitable recurring revenue stream Bill pay is the gateway to CAS, a business opportunity we do not want to miss Clients value the transparency and freedom of the Bill.com process. CAS accounted for 9% of client fees in 2016, up over 200% from 2014 the hottest growth area in accounting.*** The most commonly named service that businesses want to outsource is accounts payable.** 4

4. What our peers have to say about Bill.com 5

5. How to Prospect for the right client Look for clients/companies that: Pays over 10 bills each month Are disorganized, but want more efficiency Are frequently missing papers and expense documentation Want better cash flow management Don t have a dedicated employee looking after their billing And suffer from these pain points: Have billing headaches and they spend WAY too much time dealing with bills They have a have dual bookkeeping processes. They re probably doing things twice or more They re chained to their desks with accounting software; & don t understand what online/cloud services can do for their business 6

6. Partner with the marketing department Ready to go tools to send/share with clients Nurture Campaigns Pitch Prospects Ads Leverage Selling Tools Include in company newsletter; use one in your email signature Cheat sheets, videos, overview deck Webinars & Speaking Ops Social media Host a webinar series to your industry markets and showcase how bill pay benefits this market Leverage your corporate and firm handles to share benefits of outsourcing bill pay Explore external speaking opportunities @ industry events; highlight recent successes Email campaigns to your client base Include client success stories, co-branded content, video links & short demo Direct Mail Include a free evaluation with a targeted DM piece (printed cards, letter, creative). 7

7. Learn more: Bill.com

8. The Leading SaaS Platform for B2B Payments 55+ Top-100 Firms 4 $50B Moved 3M Members Top-10 U.S. Banks Strong Network Customer Validation Partner Success Proven Scale Partners 9

9. The Benefits of Bill.com All your important bills and history just clicks away Access and control on the go Bank-level security 10

10. Bill Pay Is A Painful Process For Clients ENTER APPROVE RECONCILE PAY Paper-intensive Manual Fraught with Risk Time-consuming 11

11. Bill.com Will Simplify and Secure Payments 4 Easy Steps 2 for the client, 2 for the firm PAY APPROVE ACCOUNT SEND View and approves bills online from any device We pay for you We add the details to your books Send bills to us via email or upload Efficient Paperless Automated Secure 12

12. How Bill.com Works: Step 1 Upload your bills into Bill.com Email to your Bill.com inbox Fax Direct upload Drag and drop 13

13. How Bill.com Works: Step 2 We ll send an email letting you know a bill is ready for approval Click the link to log in to your portal 14

14. How Bill.com Works: Step 3 View your bill in the portal Hit Approve You re finished! We pay the bill for you 15

15. Its just as easy from your smartphone with the Bill.com app Get notifications Approve bills Track status Watch the video 16

16. Lets get started Determine prospects Decide on marketing tools Determine timelines Where to get help Share out wins 17

17. Thank You!

18. Appendix 19