Credit Management Workflow
Universal and configurable credit management workflow that organizes, tracks, monitors, measures and reports all credit review activities, from credit request initiation to approval.
Universal and configurable credit management workflow that organizes, tracks, monitors, measures and reports all credit review activities, from credit request initiation to approval.
Process + Task + Automation = From SMEs to Fortune 500 companies, setting up and configuring Bectran’s Credit Management Workflow is a quick and easy process. After an initial set-up and identification of your company’s credit management requirements, your workflow can be adjusted at any time to match your growing and shifting needs.
The digital workflow organizes your company’s credit management procedures and tasks into a self-accounting process, tracking and reporting every customer transaction from credit initiation to decision. In addition to this, the workflow maintains a clear audit trail of all credit management activities performed on each customer transaction.
Bectran’s Credit Management Workflow is deeply customizable and designed to adapt to your specific processing needs. It can address unique requirements at different levels of your company’s operating hierarchy: company-wide, corporate, country, operating regions, business units, individual transaction types and more. Out-of-the-box universal workflows are available to opt into as well for simple but powerful efficiency generation.
Track, receive reports on, and assign credit tasks by specific operating units and even individual officers. Achieve an efficient distribution of tasks and accounts with detailed reporting on officer performance results and continuous feedback on the progress of all assigned tasks.
Multi-purpose and customizable credit application system with sales, customer and credit facing online portals.
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Monitor the quality of your accounts receivable portfolio and perform quality-enhancing credit reviews.
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Build and customize your scoring models, evaluate your customers for credit worthiness and determine credit limit and rating.
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