Collections Pro
Collections Process Automation
Overview
Collections Pro provides an efficient methodology to collect payments and equipment from current or former customers. It allows for tracking information about the collections activities performed from the identification of collection campaigns to the updating of collection of payments and/or equipment. The Collections Pro module can also be used effectively for collections and customer retention activities.
The Collections Pro field unit can be a mobile handheld or laptop computer where the data can be easily entered and then uploaded. The handheld will track the result of the collections contact; allow entry of payments, collection of money and equipment. Signature capture along with wireless printing capabilities are also provided. The system also provides reporting on the collections and the effectiveness of both a particular field rep and the collections staff as a whole.
Payment card processing will be done from the field using a cellular enabled device using your current, or agreed upon, payment card processing merchant. Payment card processing and related fees are not included as part of Collections Pro.
- Helps resolve ineffective tools for managing collection process
- Helps resolve number of non-pay disconnects
- Helps resolve too many write off balances and lost equipment
- Helps resolve inefficient method for calculating commissions
Advantages
- Increased productivity
- Eradicate the need for data entry at the office
- Immediate data access means direct field dispatch – reduce office visits
- Provide mobile print customer receipts
Features
- Identify collection accounts
- Create sales route from leads – flexible, can be done by corp, zip code, audit route, etc. to minimize travel time
- Assign route to collection field reps – allows for efficient assignment and follow-up
- Lookups from back office systems – real time lookups can be done to see back balances
- Gather information – uses a mobile handheld device
- Collect payments/equipment – allows for entry of collection activities and results
- Entry of collection data – date/time, rep ID, payment amount, type of payment, equipment, etc. can be entered
- Signature capture – customer’s signature can be obtained and stored with the collections Information
- Print customer receipts – can print a customer receipt with customer signature
- Sync data from field – collections data can be transferred and updated on the server using cellular or Ethernet
- Report(s) on collections – includes reports on daily, weekly, monthly collections by rep or all reps, can calculate commissions for reps, route summary report, route distribution report, collections sweep report