ERP vs. CRM: Key Differences and How They Work Together
ERP & CRM systems streamline many areas of business, but what about finance? Learn their differences, benefits, and how Financial Relationship Management (FRM) by Upflow fills the gap
Financial Relationship Management
Explore insights and strategies on Financial Relationship Management, a transformative approach to managing B2B payments, customer experience, and reducing churn.
Joe Sweeney
Mar 13, 2025
Churn Management in 2025: 6 Ways Finance Teams Can Boost B2B Customer Retention
Discover the churn management strategies finance teams can use to boost B2B customer retention, enhance customer relationships and increase profitability.
Joe Sweeney
Jan 14, 2025
Integrated Payments: Boost Customer Experience & Efficiency
Discover how integrated payments enhance customer experience, streamline processes, reduce errors and drive efficiency and growth for your business.
Joe Sweeney
Nov 15, 2024
Introducing Financial Relationship Management
Beyond Automation: Introducing Financial Relationship Management, a groundbreaking new approach to accounts receivable. Similar to CRM for sales, marketing and success, FRM focuses on building strong customer relationships through a personalized payment experience, WHILE getting your invoices paid more efficiently.
Joe Sweeney
Oct 23, 2024
Non-Sufficient Funds (NSF) Checks: Meaning, Impact & Steps to Avoid Them
Learn what Non-Sufficient Funds (NSF) checks are, their financial impact, steps to take when you receive one, and how to avoid them in the future.
Joe Sweeney
Oct 16, 2024
The Payment Process: The Secret Cause of Customer Attrition for Your B2B Business
Discover how poor payment processes can drive customer attrition in B2B businesses and learn strategies to reduce churn with better financial management.
Joe Sweeney
Oct 1, 2024