What to look at before close
The situation
No report open. Your finance and sales data are both in Zap.
What you need in Zap
Your ERP receivables and your CRM opportunities in Zap Data Hub, tied to the same customers.
What you say
Anything to investigate before close? What you get
Zap AI gives you the 60-days-overdue list you expected, plus the accounts at 57 days about to tip over, plus the customers who've quietly stopped buying. The lists come in a workbook you can download.
“Anything to investigate before close?”
Zap AI gives you the 60-days-overdue list you expected, plus the accounts at 57 days about to tip over, plus the customers who've quietly stopped buying. The lists come in a workbook you can download.
The 57-day accounts.
Why it matters
You asked what to check before close. You got the overdue list you expected, plus the accounts about to tip over and the customers gone quiet, from one place.
See it on your data.
Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data.