CloudCollect
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.
Top keywords
- collections7×4.19%
- call3×1.80%
- collectors3×1.80%
- customer3×1.80%
- information3×1.80%
- account2×1.20%
- automatic2×1.20%
- billing2×1.20%
- collections cycle2×1.20%
- cycle2×1.20%
- integration2×1.20%
- management2×1.20%
Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
