This Toolkit is for An Order-to-Cash Leader/Professional who wish to keep their productivity, daily operations and key performance indicators intact and unaffected while working through a crisis.
Click on any of the tools mentioned below, enter your business email id (we promise not to spam you), plug in your data in the tool and enjoy!
Use this Credit Scoring Model is for evaluating the credit score, risk class and credit limit of any New Customer, which has no public financial information available (Private Accounts). It is the fruit of our research with credit leaders from different companies across the world.
Your Business Credit Application should be equipped to accurately collate all relevant credit details of any customer and ensure precise creditworthiness evaluation. This simple checklist helps you evaluate any Credit Application and equips you with the insight you need to optimize it.
What do you need to send out mass dunning email communication for collecting outstanding payments at once? Some automation tools? Supernatural powers? No. All you need is your regular Microsoft Word & Excel Apps. Download this template package to understand how to send over 1000 personalized dunning letters and emails in less than 15 minutes.
List of Top 55 KPIs to measure the Order-to-Cash operation/process efficiency, team productivity, level of data integration, customer experience and metrics that executives care about, in any Shared Service Centre. Get tips on how to interpret each KPI and the suggested next steps based on the analysis.
This excel template has all the relevant information you need to know in order to roll out a surcharge program and welcome credit card payments. The template also includes a surcharge calculator, tips on how to reduce interchange rates and improve customer experience, without compromising on the security of credit card data or breaking any surcharge laws.