Cash Management Resources
Process attributions
Understand in detail the responsibilities of each individual in the processes we execute internally at Ativa. Also familiarize yourself, in general, with the functions that each person performs within our organization.
Contents:
Routine of a Cashier Analyst
Optimization of the routine processes of a cash analyst responsible for searching for positive and negative customer interactions to drive business growth. Identify feedbacks, trends and opportunities for improvement in the customer experience.
Streak Process
CRM management tool that integrates directly with Gmail, allowing you to effectively track, organize, and grow your business interactions and processes right from your inbox.
Download link:
https://chrome.google.com/webstore/detail/streak-crm-for-gmail/pnnfemgpilpdaojpnkjdgfgbnnjojfik/reviews
Snovio Filter and LGPD
When configuring the customer's email, additional validation can be instituted to ensure a superior quality of messages received in the customer's inbox.
Customer Communication
Effective communication with the client plays a key role in maintaining proper alignment during project development. In addition, it contributes to harmonious coexistence and helps prevent cancellation requests.
Reports Boxes
The use of cash reports is essential for the daily routine and for recording data within the company. Understanding how these spreadsheets work is essential to establishing an efficient routine.
Looker Studio - Customer View
Looker Studio is a cloud-based data visualization platform that enables you to transform data into actionable insights. It offers advanced features for creating custom dashboards, interactive analysis, and real-time collaboration to better visualize your data.