Case Study
Churn Scores Enable MineralTree to Proactively Engage Clients and Offer High Touch Service
ChurnZero MineralTree Success Story www.churnzero.net ChurnScores Enable MineralTree to Proactively Engage Clients and Offer High Touch Service The Overview MineralTree is a payment platform that helps thousands of businesses automate their invoice-to-pay process. By cutting-out manual tasks like data entry, payment tracking and waiting for authorizations, the MineralTree platform streamlines the Accounts Payable (AP) needs of financial professionals around the world. MineralTree’s mission is to transform Accounts Payable and disrupt what has traditionally been a time-intensive process. The Challenges MineralTree’s growing Customer Success team faced the following challenges: • MineralTree was without a platform to identify accounts that needed extra attention. The team