LET'S GET THOSE OVERDUE INVOICES PAID NOW!

Without cash in the bank, your business is unlikely to survive. So let's get cracking, shall we?

Cash and revenue blocker analysis

With UnifiedVU

Account Manager can easily see the bottleneck without having to email anyone else in the company. The Accountant can also see the problem. Without clearing the existing support tickets, the customer is unlikely to pay the overdue invoices. They will also not go ahead with the new sale. Click a button to inform customer support to expedite. No hair loss!

Accountant

"Clearing these overdue invoices is such a pain. I have been calling them every week for the past month. Still not cleared. I wonder what's holding them up? If this continues, it will start to impact our working capital. My boss will start to think I'm not doing my job effectively. How can I have an easier life?"

caret-down caret-up caret-left caret-right
Accountant
Account Manager

Account Manager

"The customer has purchased products from us before. I don't understand why I cannot close this current deal. It's never been this hard. What's going on? If this continues, I'm not gonna hit my quota. ahhh! I wish I know what's holding them back?"

GETTING STARTED

Book a 30-minutes DEMO before starting a 14-day free trial. This will give us an opportunity to understand the software you use, the problems associated with them and how best to solve those through UnifiedVU Platform.

The answer may well be in the delivery of the previous sale

Without visibility across relevant software systems, you will continue to be in the dark wasting many man hours, which could have been best spent on revenue generating activities

Greater visibility leading to rapid results

Real ROI: Cost reduction followed by higher revenues

GETTING STARTED

Only few minutes to setup. Then you are ready to use.

Step 1

Login to your account, and add a new Page to a new or an existing Work Space. If you wish, you can use an existing Page as well.

Step 2

Select and add your services from the AppStore from sales, finance and customer support to start with.

Step 3

Login to your services through each of the App. Refresh if needed to see your single customer view.

Step 4

Now select an overdue invoice from the finance app to see how other adjacent apps respond

ACCOUNTANT

  1. UnifiedVU displays due, overdue and paid invoices on Finance App (e.g. xero)
  2. Select an overdue invoice on Finance App (e.g. Xero)
  3. UnifiedVU now displays tickets on Customer Support App (e.g. Zendesk) including outstanding tickets. Quickly analyse these to understand the extent of the problems that might be affecting the overdue invoice.
  4. At the same time, UnifiedVU displays opportunities on Sales App (e.g. Pipedrive). Quickly analyse these opportunities and associated tasks to understand the impact on future sales.
  5. Alert Customer Support Agent to expedite clearance of outstanding tickets.
  6. Notify Account Manager of potential impact on closing the current opportunities due to outstanding tickets.

ACCOUNT MANAGER

  1. UnifiedVU loads Contacts and Sales Opportunities Apps (e.g. Pipedrive) at login
  2. Select a Customer on Contacts App to filter associated opportunities on Sales App (e.g. Pipedrive)
  3. At the same time, UnifiedVU displays tickets on Customer Support App (e.g. Zendesk) including outstanding tickets. 
  4. At the same time, UnifiedVU displays overdue invoices on Finance App (e.g. Xero).
  5. Now you know why you are struggling to close the current opportunities.
  6. Alert Customer Support Agent to expedite clearance of outstanding tickets.
  7. Notify Accountant to chase the overdue invoices, upon clearance of the tickets. 
  •  
  •  
  •  
  •  
  •  
  •  
  •