Pattison Sign's AR process was highly manual, with collectors using "recipe cards" to track account details, phone calls, and follow-ups. They also relied on Excel and Outlook, making it difficult to manage accounts efficiently. After implementing Epicor Cash Collect, Pattison Sign automated their collections workflow, centralized account information, and improved team visibility. This allowed them to operate remotely during the pandemic, maintaining AR efficiency and improving DSO. With the system in place, team members could easily access customer data and past communications, ensuring smooth transitions even when staff were unavailable.

Join for free to read