7 moves to help your team collect faster and with less friction
The automation moves that remove friction from every customer touchpoint, saving time, and eliminating collections.
Built around a “Know, Set, Send, Resolve” methodology, this playbook show how to use the Frictionless Cash Flow Framework to improve collections.
CHAPTER 1: KNOW
Risk intelligence and customer segmentation
A customer-first approach starts by connecting data from across your ERP, financial management system, and payment platform.
CHAPTER 2: SET
Align your payment terms
Customizing your terms strategically according to customer behaviors helps you set high-risk customers up for success while rewarding those who pay promptly.
CHAPTER 3: SEND
Get it right. Do it on time.
Send invoices and customer communications that inspire action and are delivered optimally according to each customer’s preferences.
CHAPTER 4: RESOLVE
Minimize what's left
Prioritize communication and collaboration so your collections team can continue the customer-first experience through the dispute resolution process.
Make your collections experience seamless
Through automation, self-service options, and the application of data, your accounts receivable team can eliminate friction from the customer experience.
