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.
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:
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.
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.
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.
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.
Identify certain behaviors that can be easily improved.
For example, identify clients who regularly pay late, and motivate them to pay on time.
Answer important questions about your customersUse Customer insights to answer questions about your customers based on their behavior patterns: