Are You Ready for a Cash Flow Optimization Platform?

If you strongly DISAGREE, choose 1. If you strongly AGREE, choose 5.

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* 1. Automation can help me make more money and lower costs.

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* 2. My business has customers that “pay slow.”

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* 3. Either myself or my admin staff spend time tracking payments from my customers and updating my books.

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* 4. As part of each customer I engage I would like a frictionless way to get paid upon acceptance, auto-set future payments and automatically sync this all to my existing accounting software.

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* 5. We would benefit from the ability to automatically request and securely store customer payment profiles for authorization for future use (credit card or ACH/eCheck)

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* 6. We would like an easier way to get paid when we complete our work.

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* 7. We use multiple software applications to manage customer engagements, payments, and bookkeeping.

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* 8. We have no way to track inbound payments from within a single application (i.e. from initial engagement acceptance to cash flow collected).

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* 9. We would promote our ability to accept credit card payments more if we no longer had to absorb the processing fees.

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* 10. We often manually rekey in customer or payment data between different systems (i.e. engagements, payments, CRM, excel, email, accounting system).

0 of 10 answered
 

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