Specifically, how are you managing dunning, payment reminders, and collections follow-up? Built in-house with Flow, a third-party AR tool, or still mostly manual/spreadsheet-based?
Disclosure: I work on Quick Receivable, a Salesforce-native AR automation app. I'm trying to understand what's actually working for teams before assuming we have the answer
1 respuesta
For smaller teams, Flow can handle reminders and basic dunning pretty well. Collections is where it usually gets messy, especially once you need payment history, promises to pay, and different follow-up rules.
At that point I’d rather use a proper AR tool than keep adding more Flow logic.
