Keep data science team informed of retainer payments
Keep data science team informed of retainer payments
Data scientists miss retainer payments buried in finance feeds, causing delayed client updates. Instant alerts post to payments channel so finance, sales, and ops act and client records update.
Overview
Unnoticed retainer payments create client update gaps and break downstream reporting for data science and ops. This workflow routes paid retainer events into the payments channel so finance, sales, and ops act immediately, eliminating missed follow-ups and keeping client records current.
Notable Features
- Post payment alerts to channel
- Update finance record on paid invoice
- Notify sales and operations stakeholders