Understanding customer performance is key to building strong relationships and making informed decisions through simplified tracking of payments, shipments, and sales targets.

Customer Insights

Understanding customer performance is key to building strong relationships and making informed decisions through simplified tracking of payments, shipments, and sales targets.

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Key Features

Customizable Insights

Tailor performance ratings and targets for each customer, ensuring a more personalized and accurate evaluation. This customization enhances the relevance of the insights and helps you better understand each customer.

Performance Ratings

Compare actual figures with your targets and immediately see if customer performance is poor, average, or good. This provides quick, actionable insights, enabling you to make informed decisions that can drive improvements.

Risk Reduction Strategies

Identify customers who are at risk of underperforming early, allowing you to take proactive steps to mitigate potential losses. By spotting warning signs in advance, you can safeguard your business from financial setbacks.

Valuable Customer Insights

Track whether credits, discounts, rebates, and refunds meet targets, monitor sales and profit performance, and evaluate payment timeliness to optimize your business strategies. Assess shipment accuracy, including delivery timing and quantity consistency, to identify potential issues early and enhance customer satisfaction.*

* The Backorder Management app is required to measure short shipments, the Over Shipping app is required to measure over shipments, and the Sales Rebates app is required to measure rebates.

Pricing

Get started today—download the app and enjoy the first month free!

Get the App

Monthly Subscription

$19.20 USD

Per user / month

Billed Monthly

Annual Subscription

$192.00 USD

Per user / year

Billed Annually

The app is built by NIC Systems, an affiliate of NICerp.

Maximize Customer Performance Management

Identify Shipment Patterns

Monitor delayed shipments and track discrepancies in order quantities to address issues and improve delivery accuracy.

Better Resource Allocation

Identify high- and low-performing customers to focus resources on relationships that drive the most value and profitability.

Mitigate Financial Risks

Monitor customer payment behaviors and financial metrics to spot risks early, enabling businesses to take preventive actions.

Spot Trends and Gaps

Quickly identify recurring customer behavior patterns, such as payment delays or unmet targets, and resolve them before they escalate.

Optimize Sales and Revenue

Track sales targets and profit margins to pinpoint areas of underperformance or success, helping to adjust strategies for improved outcomes.

Easy Setup

Quickly configure everything with assisted setup, which establishes range and target values, and sets up a job to automatically run the analysis.

Connect With Us

Contact us to discover how we can support your business goals with our expert ERP solutions and consulting services. We’re here to help you succeed.