CloudCollect
By West Coast Consulting GroupAccounting
- Rating
- 5.0
- Reviews
- 8
- Pricing
- Paid
- From $5,000 per company per year
- Listed since
- 2009
About CloudCollect
Track and Collect Debt
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.
Highlights
- Automate the entire collections activity cycle with triggers and workflows, managing tasks and activities
- Escalations, status updates, payment processing, write-off, outside collection agency assignment
- Predefined reports and dashboards help track agent and customer performance to better understand customer payment and response to collection actions. Women-owned business.
Screenshots and videos
Pricing
Paid, from $5,000 per company per year.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $5,000 per company | Yearly |
Please contact us for pricing information at info@westcoastconsulting.com or 415-626-3493. Thank you.
The publisher offers discounts.
Compatibility
- Requires
- Sales Cloud
- Service Cloud
- Platform Cloud
- Experience Cloud
- Financial Services Cloud
- Health Cloud
- Government Cloud
- Manufacturing Cloud
- Nonprofit Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on September 15, 2009
- Industries
- Financial Services
- Government
- Healthcare & Life Sciences
- Languages
- English
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