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Leveraging Customer Insights for Business Success

Customer Insights scores each of your customers based on an analysis of the transactions you’ve had with them and their payment behavior. The score is used to rank your customers and give you actionable insights to improve revenue per customer.
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Optimize Your Strategy with Top-tier Customer Insight Software
Analysis

Optimize Your Strategy with Top-tier Customer Insight Software

Understanding your customers’ behavior and their relationship with your business is crucial. We analyze each customer’s data and grant them a score based on:

  • Frequency and total sales
  • Credit terms
  • Average payment and collection time
  • Frequency of late payments
Discover Hidden Patterns in Vast Data Sets for Actionable Customer Insights
Behavior patterns

Discover Hidden Patterns in Vast Data Sets for Actionable Customer Insights

Big data algorithms easily recognize patterns where there is too much data for people to analyze.

Even if your business has many transactions, bills, invoices, customers, etc., our algorithm easily identifies behavior patterns and scores your customers accordingly.

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"Quick & simple to use"

It makes cash flow forecasting dead simple, all QuickBooks updates are automatically updated in the app, new invoices or bills are integrated into the forecast.

Maria Davis

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Single out your most valuable customers
Good customers

Single out your most valuable customers

See which customers bring in the most profitable business, who always pays on time, with whom you have the potential to grow, and more.

Use this information to nurture your relationship with them and learn the characteristics of good customers so you can find more just like them.

Identify potentially bad customers
Bad customers

Identify potentially bad customers

Quickly single out customers who are likely to cause problems, even new customers that you have just started to work with. Our algorithms will identify them, giving you peace of mind and reduced risk.
Sharpen Your Competitive Edge with our Customer Insight Tool
Behavior Improvement

Sharpen Your Competitive Edge with our Customer Insight Tool

Identify certain behaviors that can be easily improved.

For example, identify clients who regularly pay late, and motivate them to pay on time.

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Get Answers

Answer important questions about your customers

Use Customer insights to answer questions about your customers based on their behavior patterns:
Which ones are our best customers?
Which ones are our worst customers?
Which customers should we be worried about?
Which relationship should we nurture?
What does our ideal customer look like?
What characteristics should potential new customers have?

FAQ

Cash Flow Frog provides you with customer insight software directly in our product. You can easily generate insights by first integrating your accounting platform with Cash Flow Frog. We’ll use the data to create customer insights so that you can learn:

  • Total sales
  • Late payment frequency
  • Credit terms
  • Much more

Custom insight management is one of the most essential parts of running a business. Insights, such as knowing which customers pay late, will allow you to take immediate action to improve cash flow. You can also learn about payment terms and so much more.

A customer insight analyst is who will help you improve your customer base. Once Cash Flow Frog generates your insights, it’s then up to you to use insights the right way. However, using a tool like ours provides you with an immediate improvement in your customer insights.

Learning about customers during the customer insight process is just the beginning of how you can use this data. Once you know which customers are good or bad, you can take action, such as:

  • Changing payment terms
  • Updating the price
  • “Firing” the customer
  • Etc.

Customer insight data should help you make smarter decisions.

Customer insight tools are difficult to choose because there aren’t many advanced ones that aren’t bundled with expensive and often unnecessary software. Cash Flow Frog has customer insights built into it with amazing subscription terms, so it’s a good, affordable solution for small businesses.

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