GET READY TO WIN
THE CREDIT GAME

Find out how DOCCREDIT can help you

RISK

Who do you currently work with?
Who else would you like to work with?
Who has to pay you? Risky clients or not?
To whom would you like to sell more?
Degree of risk determines business opportunities and guides collection efforts:

  • To seek new clients.
  • To prioritize the more dangerous credits.
  • To increase sales to the less dangerous clients.

ACTIONS

Does pursuing payments in a smart way increase the odds of collection?

  • Automation of reminder processes with personalised workflows.
  • Smart activity planner: emails, phone calls, visits.
  • Automatic linking of reminders sent and replies received.

Work together

Does it make sense to share credit management on a personal social network?

  • Information providers.
  • Business network.
  • Administrative department.
  • Credit office.
  • Post-sales support.
  • Logistics and warehouse.

Knowledge

Risk + Actions + Working together = Knowledge

  • Keep track of payments by risk class, business channel and client segment.
  • Unpaid debts in relation to actions.
  • Effectiveness of reminder/collection efforts.
  • Overdue/turnover ratio.

Dashboard

Risk Analysis
Probability of default, of the subject and of the industry;
Internal credit line from trend analysis;
From Information Providers: balance sheets, company structure, adverse circumstances and bankruptcy statistics;
Insurance credit line;
Segmentation of credits manageable through territorial and commercial filters.

Operating activity
Integrated with ERP and CRM systems, call centres, legal, info providers, insurance;
Automation of reminders process with personalized workflows;
Robotization of email, fax and Postel activities;
Coding daily activity, email replies, visits and phone calls;
Collectors: segmentation of credits manageable through territorial and commercial filters.

Services
For Integration: ERP and CRM systems, call centres, legal, info providers, insurance;
For the creditor: list of bank transfers to be made, summary of deadlines and document download area;
For the collector; summary of existing risk and overview of credits by subject, activation of collection functions;
Through web services and database tables.

Data
Subject Records.
Company Timetables.
References and contacts.
Segmented workflows.

Dashboard di sintesi

Attività operativa
Integrato ai sistemi Erp, Crm, call center, legali, info provider, assicurazioni;
Automazione processi sollecito con workflow personalizzati;
Robotizzazione attività mail fax e postel;
Codificazione attività quotidiana, risposte mail, visite e telefonate;
Collector: segmentazione crediti da seguire tramite filtri, territoriali e commerciali.

Analisi del rischio
Probabilità di default, del soggetto e del settore;
Fido interno da mandamentale, correzione rating dal comportamento;
Dati camerali: bilanci, composizione societaria, pregiudizievoli e statistiche fallimenti;
Fido da storico mandamentale, fido assicurativo;
Statistiche………..giorni ritardo, dati con le condizioni commerciali e presi con il comportamento;
Segmentazione crediti da gestire tramite filtri territoriali e commerciali.

Servizi
Per le integrazioni: Erp, Crm, call center, legali, infoprovider, assicurazioni;
Per il creditore: elenco dei bonifici da fare, dettaglio scadenze e scarico documenti;
Per il collector; sintesi del rischio in essere e dettaglio crediti per soggetto, attivazione funzioni di recupero;
Tramite servizi Web e tabelle Database.

Impostazione
Anagrafica Soggetti
Scadenzari aziendali
Riferimenti cui relazionarsi
Workflow segmentati

QuindiContattaci

HOW IT WORKS

Find out how DocCredit helps you devise the best strategy to use with your clients

Share activities and
results

Company
Method

Web and
LAN

Social network of
credit

Name (required)

Email (required)

Notes