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CloudCollect

Track and Collect Debt

Overview

See How CloudCollect Works

  • Automate the entire collections activity cycle with triggers and workflows, managing tasks and activities

  • Escalations, status updates, payment processing, write-off, outside collection agency assignment

  • Predefined reports and dashboards help track agent and customer performance to better understand customer payment and response to collection actions. Women-owned business.

Mastering debt collection has become more important than ever. Successful companies manage their collections process with a repeatable and systematic workflow that documents critical information. At the same time this process needs to allow collectors enough flexibility for their own account management strategies. Collectors should be supported in documenting account activities throughout the collections cycle and providing them with automatic reminders when to take action. Additionally, they have to manage payment promises and customer calls with up-to-date customer call notes and billing information. CloudCollect is a collections management solution that implements industry best practices and provides collectors with the power to manage the collections cycle via a single application. It is based on the leading cloud computing platform from salesforce.com and provides seamless integration of collections with on-demand customer care, billing, and more, all from within a single interface. Built-in CTI integration enhances the productivity of the collections team with automatic dialing, call distribution as well as logging of call information directly in the collections system.

Categories

Business Needs
Customer Service
Accounting
Industries
Financial Services
Government
Healthcare & Life Sciences
Personas
Architect
Executive
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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