Xero users can quickly discover the customer insights in their Xero accounting data and complete a 360 degree view of the customer lifecycle. The Tally Street app works with Xero by analyzing sales invoices and customer payments to automatically generate insights such as customer segments, lifetime value, churn risk, and payment risk reports..
Tally Street will allow Xero users to immediately know their most valuable customers and why. Over 30 performance metrics for each customer identify churn risks, payment risks, and more. Summaries of which products each customer buys over time drive better forecasting, upsells and cross sells.
Save time and keep everyone on the same page with a single source of truth distributed to accounting, sales, marketing, and support in the best format for each team. Results are proactively sent to you by email, synced to HubSpot or synced to Salesforce, connected to a “live” Google Sheet, and downloaded as PDFs and spreadsheets from your dashboard.
Connecting Tally Street to Xero takes just seconds, is read-only, and has no impact on the way you already use Xero.
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