Drive Repeat Business
Acquiring new customers is important to growth, but retaining customers is critical to the survival of businesses that depend on repeat sales to the same customers. Manually compiling the sales data needed to track these metrics and discover opportunities used to take hours every month. Now it’s automatic.
Weekly and monthly reports summarize trends in new vs repeat business, customer and net revenue retention rates, lifetime value, and more. The Tally Customer Sheet includes profiles of each customer, when they were acquired, their sales histories and payment performance.
Know Your Customers
The Pareto Principal, aka the 80/20 rule, says that 80% of a company’s business comes from 20% of its customers. Great businesses take it a step further and segment customers into groups of those who deliver the most value, those who could add more value, and those at risk of being lost.
Our smart software does the hard work of analyzing and tagging each customer for you. There’s nothing new to setup or configure — we’ll automatically summarize results for your customers and tag each of them with their segment name.
Get Paid, Lower Risk
Late payments hurt. Big late payments hurt more. Completely writing off customer debt is really painful. Speed up conversions to cash and lower risk using customer insights to more smartly prioritize accounts receivable collection efforts.
Individual customer payment histories are also used to make predictions. You receive weekly incoming cash flow forecasts that are more reliable than those using traditional methods.
Easy Integration and Proactive Reports
Fully automated weekly and monthly reports highlight near-term actions you can take to improve sales and incoming cash. Share them with the rest of your team. Go beyond the reports with the ability to filter, pivot and share the underlying data.
Connecting Tally Street to your accounting software takes just seconds, is safe, is read-only, and has no impact on performance. Your first reports arrive in just minutes.