Benefits by department and role

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Expenses budget compilation & on-line monitoring

Create budgets using top-down definition & allocation rules, for any cost center hierarchy – primary and alternative scenarios – Online review – Budget overruns.

#FINANCIAL MANAGEMENT
Level: Strategic

Doubtful debts

Customers with checks expired, customers with multiple replacements of checks, customers with over N months debts, etc. – Detect, Alert, Evaluate and Map to strict credit policies.

#FINANCIAL MANAGEMENT
Level: Strategic

Sales forecasts & on-line monitoring

Compilation tools for sales budgets by customer or item grouping dimensions, per salesperson, point of sale and other corporate dimensions. On-line monitoring of budget achievement.

#SALES & MARKETING
Level: Strategic

Justification of customer discounts – discount source analysis

Justification of all discounts given to customers – analysis of invoice-level-discount and retrospective volume discounts. Customer rating, based on average discount percentage scales.

#SALES & MARKETING
Level: Regular

Credit control policy

Design – apply credit control processes, based on customer’s history and level of reliability. Multi-level control and restrictions for protect the company from risky transactions. Approval process for exceed credit limits.

#FINANCIAL MANAGEMENT
Level: Regular

Loyalty schemes

Flexible loyalty policy implementation scenarios (eg value scale, item mix). Visibility of customer bonus points from any store of a retail chain.

#SALES & MARKETING
Level: Strategic

Cost of customers’ indirect financing

Analysis of customer’s financial behavior – Late payments interest calculation – ability to automatically charge interest.

#FINANCIAL MANAGEMENT
Level: Strategic

Average sales cycle

Analysis of sales cycle for won and lost sales opportunities, average sales cycle per value level, per business unit, per representative. Variations of sales cycle per phase.

#SALES & MARKETING
Level: Regular