Case Study
Star AC Supply Gives Sales and Credit One View of Every Credit Application with Dill
Star AC Supply replaced incomplete paper credit applications with a digital process that collects required licenses up front and gives sales and credit the same view of every application.
The Challenge
Star AC Supply, a wholesale distributor of heating and air conditioning equipment and supplies serving contractors across North Texas, handled credit applications on paper. Forms came back with missing documentation and with reference contacts that were incomplete or blank, and credit had to chase missing documents through multiple channels.
Sales reps could not tell whether a customer had started or submitted an application. Sensitive information such as SSNs and EINs was also accessible across multiple locations.
The Solution
Star AC Supply moved its credit applications to Dill’s digital platform, where every application is completed online and tracked by status, and where sales and credit see the same record. The company also runs accounts receivable and online payments on Dill, so a customer’s credit application and invoices live in one platform instead of several systems.
The Results
Gave every sales rep and counter person a view of each application’s status
Collected required EPA and TACL licenses as part of the application
Made trade reference requests easier to send, with follow-up handled automatically
Gave credit NACM NTCR reports and bank verification data in one place
Tied each application to the originating sales rep and location from the start
"I used to field questions like 'This customer started an application, where is it?' Now the sales team can see for themselves."
Leesa Gemeny
Director of Finance Star AC Supply
Sales Can See Where Every Application Stands
Every sales rep and counter person can now see each application’s status, including who sent it and whether it is in Draft or Submitted. The view also shows which accounts need follow-up.
Required Licenses and References Arrive With the Application
Star AC Supply now collects required EPA and TACL licenses as part of the application, which ends the back-and-forth over compliance documents. Customers are prompted to provide complete reference information, and reference requests are easier to send, with follow-up handled automatically.
Credit Gets Better Data for Decisions
Through Dill, credit can pull NACM NTCR credit reports and view Plaid bank verification data. It can also retrieve bank data such as historical balances and NSF fee history.
Applications Stay Tied to the Right Rep and Location
The originating sales rep is clearly tied to each application, and applications are associated with the correct location from the start. Reps can track their own accounts, which helps ensure they receive proper credit for commissions.
Credit Records Stored in One Backed-Up Place
Application records now live in one system. “It’s a reliable system. It’s in there and backed up. Whoever is in charge next has access to everything since we started,” says Leesa Gemeny.
Star AC Supply is a wholesale distributor of heating and air conditioning equipment and supplies serving air conditioning contractors across North Texas, and a member of Affiliated Distributors.
Firm Type
HVAC Wholesale Distributor
Primary Industry
HVAC
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