Credit Managers' Digital Empowerment
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Challenges
Digitize customer relation
Improve cash and DSO
Manage customer risk
Consolidate your Group data
AI and Data Security
Outstanding receivables: challenges and definition
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Administration
:
Assign customers' groups automatically
Automatically assign your colleagues to customers accounts with Search & Assign AI
Examples of strategies with Search & Assign AI
How to assign automatically collection scenarios with Search & Assign AI?
Link your CRM - ERP to My DSO Manager to access to customers accounts in 1 click
Other examples of using Search & Assign AI
Alerts
:
Create a credit-insurer claim alert
Create an alert "Late customers without action done last xx days"
Create an alert to display payment promises not met
Credit risk management
:
How to create advanced Scoring with AI Search & Assign?
Customer reminders
:
Activate the SMS reminder
Confirm the promises to pay
Create templates for specific actions
Display your custom fields in your reminders with #client_custom_field1 tags
Find out about the interest of a collection scenario without any action
Grouped collection: use the dedicated #Hashtag
How to collect past due and non-due items at once?
How to edit a mail coming from the scenario?
Involve your sales manager in customer relationship management
Quickly select a list of clients or items using a copy-paste
Use the Hashtag #interactive_page_button
Why associate a Collector to your clients?
Customization
:
How to export data from My DSO Manager ?
Use the right internet browser
Dispute management
:
Everyone on their agenda
Update your resolver to any situation
Reports and performances
:
"Empty" criteria during a search
Manage your disputes in real time
New functionality for your Aging Balance
Save your reports filters to reuse them quickly
What is your collection goal for the current month?
Risk management
:
Display key comments from credit analysis on customer file
Status and comments
:
Add a global comment to your customer file or to a contact
Edit or delete comments without creating new status
Focus on your unqualified customers
Quickly filters items of a customer account
Save your search criteria and reuse them quickly
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