automation of the debt collection process
Solution Collection for Creatio provides the necessary opportunities for organizing the work of services and departments aimed at debt collection according to the strategies adopted in the organization at all stages of work: Pre-collection, Soft-collection, Hard-collection, Legal-collection.
Use cases:
The solution allows you to manage debt collection strategies for various segments at all stages. Customize an unlimited number of strategies. Experiment, compare, choose the best!
Now the system monitors the execution of collection strategies, and the task of the units is to fulfill the tasks set by the system.
Features:
- Set up collection strategies by specifying criteria for the target audience
- Configuring various types of strategy steps (Task, Call, E-Mail, Process start)
- Create and use strategy step templates to simplify customization
- Keeping debtors in a separate pre-configured section
- The ability to create and endorse an individual action plan for collection
- Committing payment promises
- Automatic control of fulfillment of payment promises
- Automatic generation of printed forms at strategy stages (for example, written notice of debt, etc.)
- Preparation of registers of debtors for transfer to external collection agencies
- Possibility of fixing court decisions on enforcement proceedings
Compatibility with Creatio products
Product: Financial Services (customer journey)
Version: 7.12 and more
DBMS: MS SQL, Oracle, PostgreSQL
How to set up the app
- Set up collection strategies
- Set up strategy stages
- Set up a regular start of the strategy development process
- Handle tasks created by collection strategy