Collaborative management
Spread the cash culture
Encourage exchanges between the various stakeholders and instill a cash culture throughout the company.
Opt for high-performance collaborative management
Strengthen collaboration
Manage performance
Customize your environment
Involve sales staff
Boost collaboration between your teams through discussions
Create targeted discussions directly involving the people concerned, promoting rapid resolution of disputes or any other collaborative subject (payment terms, credit limit management, credit note requests, invoice matching, etc.).
Simplify information exchange and file sharing thanks to the fold-out side panel, ensuring streamlined communication.
Receive real-time notifications of replies, updates or required actions, enabling you to react very quickly.
Key performance indicators for different user profiles
Assign different access rights to each user according to their roles and responsibilities within the company, for enhanced security and personalized authorization management:
- Collections specialists have an overview of their receivables portfolio, the actions they need to carry out on a daily basis, and their individual performance.
- Credit managers and supervisors have access to in-depth indicators that assess the delinquency rate, the efficiency of the collections process and team performance, including the number of calls made, the number of files handled, the average collections rate, the success rate, etc. They oversee daily dunning activities and manage reassignments in case of absences.
- Division managers benefit from complete visibility of operations, with consolidated and detailed key indicators (by entity, by facility, by activity, by customer type, etc.).
Create your ideal workspace with your own data columns
Benefit from a new feature on the market: the completely autonomous creation of your own data columns. Create your own integrated spreadsheet with your own formulas and filters: past-due rates on sliding dates, specific average outstanding balance, performance statistics (DBT, CEI, configurable DSOs, etc.).
Create a custom environment by creating as much data as you like, without having to restrict yourself to a predefined list of choices from your ERP.
Customize your ideal workspace in a unique way, adapted to your specific needs.
Let it evolve in harmony with your company’s growth.
Give your sales teams dedicated web and mobile access
Optimize the collections process by giving your sales staff direct and real-time access to all information on their customer portfolios: dashboards, history of collections actions, status of receivables, etc.
Boost their customer meetings by enabling them to retrieve all key information on their smartphones or tablets: authorized business volume, outstanding receivables, past-due receivables, etc.
Facilitate effective collaboration by enabling your collections team to exchange and assign specific tasks to your sales force: phone calls, sending payment reminders, and negotiating payment plans.
Securely customize access and permissions to suit your business needs. Each user will be granted access rights corresponding to his or her role and responsibilities.
Share valuable information: OPEN DATA
Distribute collections information to your Information System (IS) in real time.
Access customer data via APIs, thus enabling you to customize your business tools according to the needs of all types of profiles within the company.
Optimize the collections process by facilitating collaboration and providing an up-to-date view of debtor files, while adapting strategies to each case.
Our customers' testimonials
With CashOnTime, you can track the progress of a customer request or dispute. The tool makes it possible to involve other departments more effectively in resolving these requests. As a result, we have seen a significant reduction in the time taken to resolve customer requests and disputes.
Chief Financial Officer
NTT
We have cash receipts budgets, DSO by country, by business, and so on. Since the COVID-19 pandemic, we have reinforced our “cash in” and “cash out” culture, supported by our management. All employees are “incentivized” based on cash collections, from sales staff to consultants, including support teams (IT, HR, Finance, general services, etc.). Genuine awareness-raising and education of all our employees have helped to fortify this cash culture.
Coordinator Sales Administration Group
Ayming
We have been able to grant various licensing rights to our local sales representatives and to our area managers, who are the local customer managers. This has enabled us to develop a cash culture within the company and to have data up to date on D+1, which was not necessarily the case before, as matching took a long time.
Chief Financial Officer
Epalia
Our resources on collaborative management
Your questions about collaborative management
Is it possible to grant different access rights to different users?
Yes, with CashOnTime you can grant different access rights according to users and their profiles. This allows you to control and limit access to sensitive information, ensuring that each user has only the privileges required to perform their specific tasks.
Is it possible to assign customer accounts by user?
Yes, CashOnTime lets you assign customer accounts to specific users to manage their portfolio. This creates individual accountability and more precise management of customer relationships.
What are the possible levels of customization in the workspace of this collaborative management module?
In CashOnTime, you can customize the interface by changing the layout of elements, setting your own data columns, or creating custom dashboards. You can also configure specific notifications and alerts to suit your needs. Workspace customization aims to provide you with an experience tailored to your preferences and specific needs.
