Cash flow, ACH & embedded payments in field services with Adam Holden

In field services, cash flow isn't just a metric. It's the driving force of the business.

For AV integrators and custom installers, payments can be complex. Large ticket sizes, progress-based billing, recurring service contracts, and a heavy preference for ACH make the payments needs of this vertical unlike almost any other. 

Getting it right means understanding how your customers run their businesses. And then building payments around that, not around just a generic playbook.

In this episode, Adam Holden, Head of Payments at D-Tools, joined host Becky Kopplin, VP Payments at Rainforest to share how D-Tools navigated the unique ACH-heavy payment landscape of field services, and why embedded payments as a core business model, not a feature is vital for customer adoption. 

They discussed:

• How offering payments flexibility helped their customer reduce accounts receivable by 70% 
• Why embedding payments as a core part of the product, not a feature is the single biggest driver of customer adoption and stickiness
• How cross-functional alignment across leadership, sales, product, and support led to two industry award wins within months of launching embedded payments 
• The way embedded payments actually makes support easier, not harder
• How to use the unique data you already have on your vertical to build a payments strategy no generic platform can replicate

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