When scaling your business, email no longer becomes the “best” or “easiest” tool to use. This is why sales departments use Salesforce to manage account status, notes and communications. This is why your
Your sales team uses Salesforce, IT is using JIRA to manage internal inquiries, and your customer success team is using Gainsight to manage the influx of customer requests. But you? You’re stuck
Email was never designed as an accounting tool. Using email to manage the inflow of communications and documents to/from customers and vendors may make sense on paper, but when managing multiple streams and
When you are just starting out, using email to manage the inflow of communications and documents to/from customers and vendors makes sense. You are building relationships and managing invoices with a personal touch.
In today's economy, it is essential to be able to allocate credit where it is needed most. This means that businesses need to have accurate and up-to-date information about their customers' creditworthiness. While
While most accounting teams use Excel for their spreadsheet needs, a growing number of teams and organizations are moving to Google Sheets. At time where remote teams are ubiquitous, collaboration and cost (Google
Lockstep Inbox creates an online workspace so there’s one place for your accounting team to work together, manage shared activities, and directly connect with customers and vendors. Lockstep Inbox automatically organizes emails
For B2B businesses, credit management is essential for accounts receivable (AR) management success. Proper, healthy credit management allows for steady cash flow, better collections management and a manageable days sales outstanding (DSO). The Credit
Email as a central business communication tool isn’t going anywhere. However, as a 50-year old communication tool, email is not meant to solve your accounting workflow management challenges. Accounting teams
As the Federal Reserve tightens interest rates at the highest level in over 20 years, it’s a good time to review your manual accounts receivable (AR) processes to seek out your unresolved cash traps.
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