Current eMessage > Success Story > March 2019

Success Story

Lockbox can be your key to saving time

“It has freed up time for our CSRs to sell more or just work on other projects.”

This is how Kwalonn Gisselbeck, Operations Specialist at Twin Valley, described the results of the company’s implementation of Lockbox. This Customer Master feature allows a bank to receive, process, and automatically deposit payments into your company’s account. These payments are then reflected in Customer Master.

Kwalonn said, like many companies, Twin Valley, located in Clay Center, Kansas, was looking to do more work with fewer people. She heard about Lockbox at a MACC event, and after looking into the feature, recommended the company implement it.

“Lockbox is great because the front office team doesn’t have to wait until 9:00 a.m. to get the mail, open it, and sort it,” Kwalonn said. “It took representatives two hours to process those payments so it has really freed up a lot of time.”

Twin Valley worked with a local bank to set up the Lockbox process and Kwalonn said implementation took three months from start to finish. Their bank had some experience using a Lockbox feature for a hospital, but they needed some time to learn Twin Valley’s process.

“This really wasn’t that big of a challenge because we picked a local bank so they were able to come on-site and watch our process and we were able to go to the bank to see theirs,” she said.

On the cost side, Kwalonn said there isn’t a significant investment to start using Lockbox. If Lockbox sounds like something you’d like to implement at your company, please contact your MACC Client Relations Manager or Account Manager for complete details.