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CloudCollect

Track and Collect Debt

Starting at $5,000   USD/company/year

Discounts available for nonprofits

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Industries
Financial Services
Government
Healthcare & Life Sciences
Business Need
Customer Service
Accounting
Requires
Sales Cloud
Service Cloud
Platform Cloud
Experience Cloud
Financial Services Cloud
Health Cloud
Government Cloud
Manufacturing Cloud
Nonprofit Solutions

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Platform Cloud
Experience Cloud
Financial Services Cloud
Health Cloud
Government Cloud
Manufacturing Cloud
Nonprofit Solutions
Salesforce Editions
Enterprise
Unlimited
Additional Requirements
Integrated with Stripe for Payment Processing.

App Details

Version
CloudCollect/Spring 2021 1.4.0
Listed On
09/15/2009
Latest Release
04/20/2021
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 4
Custom Tabs: 4
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/15/2009

Additional Details

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.

Need help?

West Coast Consulting Group

San Francisco, CA

Premium Support Available at additional cost.

Support Phone4156263493