High Radius’ Work from Home toolkit lets you manage collections, credit, account receivables, and more from one place. We’ve compiled our best templates and tools of the trade to get started.
All you’ve got to do is — pick a tool, plug in your data, and begin.
If you’re handling Order-to-Cash and keen on enhancing your productivity and streamline daily operations and KPIs, mainly when working through these difficult times — this toolkit is for you.
Very simple! Go ahead and click on any of the following tools, enter your business email address (no spam, we promise), connect your data, and get started.
If you’re onboarding new customers with minimal public financial information (or private accounts) — this credit scoring model is great for evaluating their financial health. You can detect their credit score, risk class, and credit limit. We’ve worked with global credit leaders from diverse organizations to produce this model.
To evaluate if a business is worthy of credit, your Business Credit Application must gather all relevant customer credit details. With our checklist, you can seamlessly evaluate credit applications and uncover insights to optimize the process further.
Do you have a strategy for sending mass dunning email communication for collecting outstanding payments at once? You don’t have to be a superhuman or use automation tools — Microsoft Word and Excel work wonders. With our template package, you can learn and send thousands of custom emails. All under 15 minutes only!
An all-you-need list of 55 KPIs to evaluate order-to-cash, process efficiency, improve team productivity, data integration and customer experience. It also comprises metrics that matter to leaders in a Shared Service Centre. Besides, you can gain additional invaluable tips on interpreting KPIs and suggest next steps based on the analysis.
Everything you need to roll out a surcharge program and welcome credit card payments! This Excel template comes with a surcharge calculator, tips on reducing interchange rates and improving customer experience. All of this without compromising credit card data or breaking surcharge laws.