Smartsheet unifies their financial care team with scalable, intuitive, and personalized AR automation
Smartsheet unifies their financial care team with scalable, intuitive, and personalized AR automation
5 PagesSmartsheet, a project management software provider, experienced significant growth and needed scalable AR automation to handle over 150k customers and 7,000 open invoices efficiently. Tesorio's platform eliminated the need for spreadsheet tracking, increased outreach capabilities, and allowed collectors to spend 85% of their day in the system, enhancing productivity. Tesorio provided full visibility into receivables, facilitated efficient problem-solving, and supported personalized, dynamic dunning campaigns, integrating with Salesforce for updated customer data and enabling Smartsheet to offer tailored financial care, significantly improving the AR process.
