Long gone are the days when collections management was done manually. And that's a good thing. With the evolution of technology, tasks that were time-consuming and difficult to manage are simplified, with CRM tools that can help us in many commercial, operational, logistical and financial tasks
At LOBA, the use of CRM tools is already a daily routine, allowing us to systematise a range of information of all kinds, from opportunities to interactions, complaints, doubts and wishes.
Excellence in collection ensures the opportunity to conduct future business. Among the many features of CRM, we highlight:
- On-time knowledge of unpaid invoices. It reinforces the team's productivity and helps understanding the status of each unregulated invoice.
- Sending of automatic emails associated with invoices The collection process involves sending emails according to previously defined deadlines, after the due date of each invoice. The mass mailing, made from the CRM, allows the association to the respective invoice and enables consultation by users authorised to access the platform.
- Management of associated events. The tool allows the exchange of ideas with the Customer Manager on the project's status, avoiding unnecessary contacts that can cause some wear on the relationship between the customer and the company.
Besides providing our team with a more efficient system and more free time, CRM tools bring with it many other advantages:
- Boosts Productivity. Performing all collection actions from CRM reduces the possibility of error, saves valuable financial resources, and makes the process more efficient.
- Facilitates communication and avoids the loss of data. Recording and storing data is a constant in collection management. The implementation of a CRM enables access to each customer's history, enhancing the assertiveness of the information provided and avoiding the loss of relevant data.
- Improves customer satisfaction. Transparency, rapid response and the organisation of all data convey to the customer a concern for his well-being and, thus, generate opportunities for growth.
Known for their warm smiles and prompt availability, LOBA’s Administrative Department team works every day to improve their collection techniques.
Around here, we already said goodbye to the old ways of collection management. When are you thinking of doing it?
Need more information about LOBA CRM solutions? Contact us!
