This resonates, data fragmentation is often the hidden issue behind inefficiencies in credit, collections, and the broader O2C process. Establishing a clear source of truth sounds simple, but it’s foundational to improving decision quality, reducing disputes, and driving more consistent cash flow outcomes.
The CRM vs spreadsheet vs old CSV example is painfully accurate. I've built automations that looked perfect in testing and then sent wrong pricing to clients because someone on the team was updating a Google Sheet instead of the CRM. Nobody thinks about data architecture until the automation embarrasses them in front of a customer.
awesome read. step one here makes such a big difference.
This resonates, data fragmentation is often the hidden issue behind inefficiencies in credit, collections, and the broader O2C process. Establishing a clear source of truth sounds simple, but it’s foundational to improving decision quality, reducing disputes, and driving more consistent cash flow outcomes.
The CRM vs spreadsheet vs old CSV example is painfully accurate. I've built automations that looked perfect in testing and then sent wrong pricing to clients because someone on the team was updating a Google Sheet instead of the CRM. Nobody thinks about data architecture until the automation embarrasses them in front of a customer.