New in Tavalle: customer health score and finance alerts
Two weekly health scores per customer, relationship and finances, and daily alerts when payments change. Know who needs you before it is too late.
Shortly after the launch, Tavalle gets its first big new feature: a customer health score. Every week each customer receives two scores, computed from what really happened in the app, so you can see at a glance which customers need attention.
Two scores, two points of view
- Customer health: the relationship. It drops when there has been no call or visit for two months, or when contacts fall to less than half of the three months before. The whole team sees it.
- Finance health: payments and revenue. It drops with overdue invoices, a customer who pays late on average, or revenue down against the year before. Managers, sales reps and accounting see it.
Each score starts at 100 and loses points for each sign: 70 or more is Healthy, 40 to 69 At risk, below 40 Critical. A customer without an invoice yet is shown as New, never judged on day one.
Finance alerts, every day
Every day Tavalle checks the payments and flags what changed: an invoice that just went unpaid past its due date, an overdue balance that grew by half in 30 days, or an invoice a month late with no contact for a month. Each alert gives the amounts and dates and suggests the next step, next to the automatic e-mails and reminders you already know.
Who sees what
The same visibility rules as the rest of the app apply: sales reps see their own customers, area managers their zone, administrators everything, and accounting the finance side. Reception and team members see the customer health only, never the finance health.
Customer health is part of the Tavalle business app at no extra cost. See the pricing, or book a free demo below to see it on your own kind of customers.
