Usermind for Finance

What if you could connect customer behavior and insights to your billing systems?

When customer behavior impacts billing and payment, having more context can help you handle exceptions. With Usermind, you can automate communications and alerts, and analyze the impact of end-to-end processes on billing and revenue.
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The Finance Problem:

The Finance Problem:

Multiple systems of record and manual processes make it difficult to be accurate — much less, responsive — when it comes to communication with customers around billing and subscriptions.

Finance
Finance

The Usermind Solution:

With Usermind, you can unify all of your customer data, activity, and subscription information in a single place. With automated customer communication and integration with all your other systems of record, you can be always accurate, always timely when it comes to billing and subscriptions.

If you can imagine a journey, you can automate it with Usermind.

Churn Risk Notification

There are signals within your product and billing data that can tell you which customers are unhappy or otherwise at risk. With Usermind, you can surface those insights, and take immediate action to improve your customer experience.

Churn Risk Notification

Partner Lifecycle Management

Partner lifecycles are difficult to manage with manual processes. Usermind can automate communications and workflows for partner prospecting, onboarding, and commissions, so your partners are always connected and informed.

Partner Lifecycle Management

Alerts on Variance in BI Data

Are all of your business processes humming along smoothly? Usermind can create notifications or digests alerting you when a metric deviates from the expected range.

Alerts on Variance in BI Data

Order-to-Cash Automation

Streamline your O2C process with connected CRM, customer support, billing, and database systems.

Order-to-Cash Automation

Billing Management for Multiple Products

Sometimes even the best systems have a hard time cooperating. With Usermind, you can control and coordinate billing for multiple products between your CRM and your finance platform.

Billing Management for Multiple Products

Success Story

Tallie
Chris Farrell
Chris Farrell
CEO
Tallie
Usermind helps us treat every customer how they want to be treated. We can tell who will benefit from a more self-service experience, and who needs a high-touch process with a rep. Because we can experiment on when and how to reach out to our customers, we can get analytics on the actual processes that drive conversion and retention.
Ready to automate billing and subscription processes, and get a connected view of customer data?
Request my demo