Conducting Periodic Performance Reviews for A/R Teams Working Remotely

Presented by

Staples Promotional Products and Danone North America

About this talk

Presenters: 1) George Uko, Manager Credit, and Collections at Staples Promotional Products 2) Barbara Carpenter, Senior Manager - Customer Financial Services at Danone North America With the switch to a remote working environment, A/R managers are trying their best to ensure high team productivity and delightful customer experience. In this uncertain economic environment, it is important to stay on top of all credit and collections leading indicators that could impact cash flow and the working capital. The question is: how exactly can the progress on this front be evaluated on a periodic basis? Join this discussion to understand how A/R managers could set expectations, track progress, and use reporting tools to gain insights into their financial health for the upcoming months. Key Takeaways: 1) Identifying the top leading Indicators that could impact your cash flow over the next 90 days 2) Data-driven A/R: Creating reports and dashboards for better visibility into your A/R team performance 3) Customer Segmentation and Prioritization for maximum retention during the COVID-19 Pandemic
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