Articles

Better Insights with Improved Segmentation

The automatic grouping of customers into segments like Champions or Give Attention helps small businesses tailor sales and marketing to fit their best customers and the ones they risked losing. We improved results by boosting the importance of sales and payment momentum.

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Accounting Systems are Treasure Troves of Customer Insights

Due to the rising importance of analytics and data science to boost customer intelligence and grow customer value, much derided accounting data are turning out to be some of the most valuable assets owned by small businesses. Now SMBs are combining cloud accounting systems with new tools that don’t require teams of data scientists.

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Customer Insights Now Pulled from Xero

Businesses using Xero can connect to Tally Street in just two clicks! With the Tally Street app now published in the Xero App Marketplace, it’s easier than ever for Xero users to dig actionable customer insights out of their Xero accounting data.

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Smart Customer Segmentation for Growth

Acquiring new customers is important to success, but retaining customers is critical to profitability and long-term growth. An earlier article explained how to track retention by calculating and tracking customer and revenue retention metrics. That used to require lots of spreadsheet work, now connecting Tally Street to your cloud-based accounting software makes it easy and […]

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Manage Customer Risk Now and After Covid-19

Covid-19 Lockdown Impact On Small Businesses Incoming cash falls 50% at small business-to-business companies. Most of the small business alarms during the coronavirus lockdowns have been ringing for consumer businesses, with good reason since restaurants and retailers across the country are shuttered. Now we’re beginning to see the ramifications in the business-to-business vendors that support […]

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