credit control software - increase cash flow and improve debtor management
Post on 10-May-2015
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Credit Control Software
Automating Credit Control Processes
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Credit Control Software
The problem with traditional credit control processes… Error Prone Time Consuming Costly Handing over manual processes
to new operators dilutes the effectiveness of controls and procedures
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Credit Control Software
The Solution
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Credit Control Software
Enhance your existing ERP or accounting application to
Monitor, enforce and automate your credit control procedures
Sage | MS Dynamics | SAP Business One | Access Dimensions | Practically any Accounting or ERP system
Bespoke systems and industry specific applications
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Credit Control Software
Why?
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Credit Control Software
To remove risk and ensure that…
Business rules are enforced Employee errors are eradicated Repetitive administration is
removed Aged debtor times are reduced
and…
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Credit Control Software
increase cash flow
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Credit Control Software
You can automate
The creation and distribution of credit control letters and electronic communications to your exact business rules
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Establish automated workflow processes
Consult key decision makers before key accounts are…
Placed on hold Receive a credit control communication Have their credit amended
Credit Control Software
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Credit Control Software
Dynamically synchronise the decision to your
ERP Financial CRM software Or email to other employees
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Reduce your exposure to bad debt
Integrate your financial software with
Companies House VIES Credit referencing agencies
And other online data services for real-time information
Credit Control Software
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Credit Control Software
Need to inform sales team members or other non-finance employees of credit control status changes?
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Credit Control Software
You can automate this too
Email SMS CRM Account record update
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Credit Control Software
What do our existing clients say?
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Credit Control Software
“Automating our credit control process delivered three primary benefits. No employees are required to conduct heavy but essential admin duties, company terms of trade are always adhered to and cash flow increased.”
James Tidy, Director for Tidyco Ltd
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Credit Control Software
“To ensure that the level of credit provided to our customers does not exceed agreed levels of tolerance we use TaskCentre to continually monitor customer accounts.”
Mark Williams, Operations Manager at Comfy Quilts
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Credit Control Software
“TaskCentre has paid for itself several times over. With many tasks already in development, and more planned for the future, the ROI will only increase.”
David Wood, Chief Technical Officer at Forshaws Davies Ridgway LLP
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Credit Control Software
Want to learn more?
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www.orbis-software.com
enquiries@orbis-software.com
+44 1202 241115
Credit Control Software
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