You can create lifecycle stages based on revenue and also ensure your recurring revenue stays on track with risk and alerts. For example, you can set an alert or a followup task for any overdue /unpaid invoice. Run playbook based on transaction status. For example- if its a failed transaction, a play book with series of followup emails and Human intervention tasks can be createdSee Integration in action
Financial Health is an important component of customer health score. If you want to have a complete picture of your customer, integrating an end-to-end billing tool, like Stripe, with your customer success platform is necessary.
The CS tool analyzes this data to derive the customer health score. So that the CSMs can use the insights provided to implement or improvise strategies.
Invoicing or a billing software allows you to create invoices rapidly and collect money more swiftly. In other words, your work will be reduced, and you will be able to keep track of continuing tasks.
You may effortlessly track your business spending, for example, and send professional invoices to clients rapidly. As a SaaS business, depending upon your product, your pricing models, and your customers' preferences, you'll need more billing functionality.
Hence, You'll need a billing system that allows you to bill on a monthly, semi-annually, annual, or custom payment schedule.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.