Every company needs a tool for monitoring the portfolio of the clients. This tool is sending alert e-mails to the responsible persons in the company when an event occurs. This can be optimized to send only selected information to certain users and for specific list of clients.
With the clients’ portfolio diagnostic, we can have a full picture of the portfolio of our clients by location, activity, level of risk etc. We can identify the dynamic of each client taking into consideration the risk factor (clients with good potential and clients with higher risk). This is recommended at the beginning of the project.
The data cleaner is the solution to update the list of the clients taking into consideration the legal status, the activity, the size and the risk.
This is a report that can be created and give us a clear picture about the shareholders and the administrators and their relation with other companies.
This report checks the specific client for payment incidents.
A list of potential clients (targets) can be designed for the sales people of the company taking into consideration a number of criteria like the activity, the location, the turnover, the profit and the risk.
is the process to get faster the payment of invoices through a specialized team that speed the payment while maintaining respectful and courteous relationships with the bad payers.
When soft collection is not appropriate or when the company will certainly go in Insolvency, it is urgent to use legal services to collect partially or totally non paid invoices.
My CCA is a solution for SMEs to have access to the tools and have a specialized assistant that works on line and few hours per months to coordinate the different solutions and reports the improvement.
My CCA also is the solution to manage the vacation or maternity leave of the company credit manager.
As your Commercial Credit Advisor, we provide full assessment of the company internal process and we help the GM of the company to set up new process and new KPIs within the company. The results are measured by an increase of the sales and cash flows and a decrease of the DSO – Days Sales Outstanding.