Case for Automation
In a fast-moving business environment, every minute lost can cost you money.
Hence, a basic operation such as issuing payment reminders can have a huge
impact on your profit and loss, particularly for large companies with a high
volume of transactions and accounts. Having your team members send payment
reminders manually can cost up to 2 hours of their productive time weekly.
- Exports relevant customer details from accounting and sales systems
- Places customers’ email details in separate email bodies [ED25]
- Sends customized reminders to each customer
- Sends notifications by email or messenger to the responsible manager when
a reply is received
- Sends notifications by email or messenger when an email is read
- Creates consolidated reports on the reminders sent with relevant tags on
status and payment