Last Updated on June 9, 2023 by Tony Fowler
In this case study, we’re talking with Michael Patten, CashFlowTool’s Product Manager, about how Re:amaze helped streamline their customer service processes.
About CashFlowTool and Finagraph
CashFlowTool is a product developed by Finagraph, a SaaS (Software-as-a-Service) company that’s passionate about helping small business owners, accountants, and lenders deeply understand the financial health of their companies. Finagraph’s trusted technology helps power services provided by companies including Moody’s Analytics, Jack Henry & Associates and leading banks.
CashFlowTool exists to help small business avoid cash flow surprises. CashFlowTool works with QuickBooks Desktop and QuickBooks online and allows you to see your cash flow forecast in seconds.
Finding a Solution for Improving Customer Service and Engagement
The CashFlowTool team was looking for a platform which would allow multiple teams including sales, marketing, product development and support to view and respond to incoming customer requests. The platform needed to be easy to integrate and use by everyone. CashFlowTool looked at many different platform options such as Zendesk, Freshdesk, Intercom, and ultimately chose Re:amaze.
Re:amaze was easy to implement, in fact we were up and running within a few hours of signing up. Re:amaze provides the features that we need without adding complexity. Everyone on the team enjoys using Re:amaze – Michael Patten, Product Manager at CashFlowTool
One of the most important features that Re:amaze offered was the multi-channel shared inbox. Because CashFlowTool’s teams spanned multiple disciplines and geographies, that single shared inbox allowed multiple teams to work collaboratively and efficiently.
Re:amaze’s shared inbox also includes an automation feature called Workflows, which the CashFlowTool teams have adopted so that incoming customer questions and inquiries can be automatically routed to the correct team. Because Re:amaze Workflows are built into the core product, it can also help automate internal processes from emails, live chat, social channels, and non-conversation based triggers such as moving a conversation based on a tag.
But by far, the most used feature that the CashFlowTool team leverages is customer data integration. When a support request comes in, Re:amaze surfaces key subscription and account information which allows us to quickly respond to customer support requests through custom integration.
Seeing Results in Customer Service Performance
One staggering statistic stood out while we were talking to Michael. 300%.
The CashFlowTool team reduced their response time by over 300% because they’re now able to respond to customers in real time versus waiting hours. With the addition of automation, their user engagement and customer satisfaction has improved as well.
Re:amaze has helped CashFlowTool to provide better support for all of our customers – Michael Patten, Product Manager at CashFlowTool
Re:amaze has helped CashFlowTool consolidate multiple support channels and integrations into a single platform, thereby reducing their costs while allowing the team to provide better support.
We are able to respond to customer inquiries in real time and ensure that each customer receives the support they need across multiple support channels including chat and email – Michael Patten, Product Manager at CashFlowTool
With Re:amaze, CashFlowTool’s team can now ensure that they follow-up with every customer in a timely fashion and engage with their customers without adding complexities.