Credit Management

Efficient credit management is essential for healthy organizational growth and as business accelerates, the pressure to make quick yet accurate credit decisions is imperative.

Credit module of the SRM suite automates the credit management process, enabling credit managers to make quicker and more accurate decisions.

At a Glance

FEATURES

  • Custom Branded Credit Application form online automating the customer onboarding process through an integrated credit workflow.
  • Custom scoring models unique to a company’s credit policy that combines external and internal parameters.
  • Bureau Integration allows sending the customer information to credit bureaus enabling instant scores and business risk data.
  • Pull credit scores and perform trend analysis, which can be valuable in predictive analytics of potential customers to highlight risks and actions.
  • Role based approval workflow based on credit limit requested and auto-alert to stakeholders on the progress of credit requests.

BENEFITS

  • Automated end to end online new credit application process reducing points of failure.
  • Easily enable automatic periodic credit scoring, risk assessment and customer review.
  • Role-based approvals drives efficiencies and make faster credit decisions.
  • Real time visibility into the credit health, risk category of the customer.
  • See a trend of credit scores and early identify customers with declining credit worthiness and facing credit issues.
  • Combine scores and aging into risk assessment to help the sales team understand credit trends and prioritize collection efforts and sales efforts.

TRANSFORM
YOUR CREDIT MANAGEMENT.

GET STARTED