CMD-Soft: Automation of sales of collection services

The solution developed by CMD-Soft company based on Microsoft Dynamics CRM is intended for automation and increase in efficiency of activity of the collection agency on ensuring sale of the services, including purchases of debt obligations and collecting arrears.

The solution for the collection agencies due to creation of unified information environment, automation of routine transactions and also process management of signing of the contracts and customer service, promotes increase in efficiency of activity of the collection company selling the services.

ADVANTAGES OF THE SOLUTION FOR THE INDUSTRY

The following standard problems of the industry found reflection in the solution:

• Work with databases of "cold" clients, including import of data from external sources, distribution of the companies between managers, quality control of work of employees at a customer acquisition stage;
• Possibility of the organization of industry projects on involvement of new clients;
• Card file of partners and their contact persons: banks, courts, services of court ushers, contractors, etc.;
• Ordered storage of all electronic documents (including scanned) provided by clients or created from a system;
• Maintaining the uniform directory of services and possibility of demand analysis on company services by the period/region/industry;
• Possibility of viewing and the analysis of results of work of the manager by period/region/industry/service;
• Efficiency analysis of marketing campaigns, co-branded actions, advertizing for the purpose of increase in effective management of the marketing budget.

The collection agencies at implementing solution get the following advantages:

• Risk minimization of loss of the client, increase in number of the signed agreements;
• Quality improvement of customer interaction at all stages of work with it due to planning and control of terms of accomplishment of tasks, fixing of promises and the reached agreements, coordination of work of different divisions of the company;
• The possibility of accounting of interrelations of the client (with partners and debtors) allows to see the general structure of the transaction;
• Improvement of coordination of work of staff of different departments both on one client, and within projects;
• An opportunity to organize effective process of marketing and customer acquisition for the account:
• Planning and control of holding marketing campaigns;
• Efficiency evaluations of sources, channels of customer acquisition and collector's partners;
• Ample opportunities of adaptation under requirements of business and integration with different IT systems: website of the company, accounting systems, data warehouses.

Users of the solution

The main users of a system are attraction managers, the clients managers / on sales of services, the staff of escort service, marketing specialists, lawyers, top management.

Distinctive features

In the solution business processes on work with the collector's clients are automated:

• Attraction and marketing;
• Sale of service and sending commercial offer;
• Approval and agreement signature on service;
• Maintenance of the client.
• The built-in module of electronic document management allowing to structure the client file, to provide differentiation of access rights to documents, to implement process of approval and control of versions;
• The ready integration with automatic telephone exchange of Avaya IP Office allowing to identify the subscriber by the phone number, to perform automatic dialing to the subscriber from the interface of the solution, to provide distribution of calls between employees taking into account the status of the line of the internal subscriber, product or industry specialization, the personal calendar;
• The minimum implementation time – up to 1.5 months.

SOLUTION COMPONENTS

Within the solution the additional functionality allowing to make process of work of the agency with clients more effective is developed:

• The functionality of control of providing documents by the client solves a problem of a dozapros of documents at a portfolio evaluation stage;
• Database maintenance of agreements, supplementary agreements and annexes to them, providing quick search of the necessary document and also access to its electronic copy;
• The functionality of control of location of the document allows to trace a stage of work with the document by determination at which of employees what department there are required materials at present;
• The functionality of automation of printing of the main document package (the commercial offer, failure, the power of attorney, requests, the agreement on termination, etc.) directly from a system account managers allows to save time of lawyers, without breaking security policy in the company;
• The universal mechanism of automatic numbering of documents allows to keep accurate accounting of all documents arising in the course of work;
• Change history of field values and data access of a system;
• The baskets mechanism for temporary storage of remote records with a possibility of the subsequent recovery.