Collections is a Team Sport: How Tesorio Unifies Your Organization for Better Cash Flow

Picture this: A major deal just closed. Sales is celebrating, but three months later, Finance is still chasing down overdue payments. Sound familiar? While collections traditionally falls under Finance's domain, the reality is that optimal cash flow requires your entire organization working in perfect harmony. After all, as we often say: Closed-Won isn't done until you get paid.

The Hidden Cost of Disconnected Teams

In most organizations, the collections process resembles a game of telephone gone wrong. Finance teams spend countless hours chasing payments while Sales teams move on to the next deal, assuming payment is guaranteed. Meanwhile, Customer Success focuses on adoption, completely unaware of payment issues, and leadership struggles to identify collection bottlenecks.

The result? Delayed payments, strained customer relationships, and frustrated teams.

But there's a better way.

Introducing Tesorio: Where Finance Operations Meet Team Collaboration

Our Connected Finance Operations platform transforms collections from a siloed finance function into a coordinated team effort. By bringing together every department involved in the customer journey, we create a seamless experience that accelerates payments while strengthening relationships.

As Fabiana from Plaid shared, "It's allowing better internal communication between GTM (customer success) and our Accounts Receivable team. Instead of spending time going back and forth in Google Sheets, Tesorio's commenting capabilities allow for better and easier communication."

Keep Everyone in the Loop with @Mentions

Communication should be intuitive, and that's where @Mentions comes in. Tag colleagues directly in notes and tasks to ensure important updates and assignments get immediate attention. Whether you're coordinating collection efforts or managing Credit Memo records, @Mentions keeps the right people involved at the right time.

One user shared on G2: "Tesorio has allowed us to create better strategies and forecasts around weekly/monthly collections by utilizing tags, notes, and assigning invoices to specific team members, as well as creating escalation workflows."

Real-Time Collaboration Through Slack

Say goodbye to endless email chains. With Tesorio's Slack integration, conversations happen where your team already works. The best part? Even team members without Tesorio access can view real-time invoice and customer data directly within Slack channels. No more switching between systems or managing multiple logins – just seamless collaboration.

Strategic Account Management with Enhanced Workspaces

Your team needs a home base for collections, and that's exactly what our Workspaces provide. This centralized hub houses everything from email correspondence to contracts and crucial notes. With Enhanced Workspace Sharing, you're in control of who sees what, offering either view-only or full editing permissions to different team members.

When an account needs attention, Workspaces become your team's strategy room. Together, you can quickly determine the most effective approach to secure payment – no more guesswork, just coordinated action.

Seamless Salesforce Integration

Bridge the gap between sales and finance with our robust Salesforce integration. This isn't just basic contact syncing – it's a two-way sync of rich account information. From owner details to critical notes, everything flows seamlessly between systems, ensuring everyone stays informed and aligned.

As one customer puts it: "Salesforce integration is a real benefit for us, offering Sales Teams insight into the world of finance with easy-to-use filters and functions. It's improved visibility and reduced internal questions and data handling."

AI Email Summarization: Team Intelligence That Powers Collective Action

No more team members interpreting email threads differently. Tesorio's AI Email Summarization transforms customer conversations into clear, actionable takeaways that unite your teams. Located in every Workspace, these smart summaries ensure Finance, Sales, and Customer Success all work from the same verified information – cutting meeting time and accelerating collections through aligned action.

Smart Campaign Management with a Human Touch

While automation is powerful, we understand that collections requires a personal approach. Our campaign management strikes the perfect balance, automatically involving key stakeholders when needed while preserving the human element that builds lasting relationships.

The Impact of United Collections

The numbers speak for themselves: Organizations using Tesorio's collaborative approach typically see a 30% reduction in Days Sales Outstanding (DSO) and cut their collections time in half. But the real win? Stronger cross-departmental relationships and improved customer satisfaction.

Collections is a Team Sport—Tesorio Makes It Easy

At the end of the day, collections are a team effort. The Accounting team might lead the charge, but Sales, Customer Success, and even executives play crucial roles in ensuring the organization gets paid. Tesorio brings these elements together in one intuitive platform, making it easy for everyone to contribute to your company's financial health.

Transform Your Collections Process

Ready to see how Tesorio can help your organization achieve faster payments through coordinated team efforts?Contact us today to see our platform in action. The right tools make all the difference.