1 / 12

Crisis Solutions for Charisma Business Suite

Optimize internal costs, reduce financial risk, and enhance operational benefits with new tools and processes for your company. Improve sales management, marketing campaigns, financial analysis, debt recovery, and more using Charisma Business Suite solutions.

melissarjohnson
Download Presentation

Crisis Solutions for Charisma Business Suite

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Solutions for the crisis Charisma Business Suite

  2. AGENDA • Process optimization for internal costs • reduction purpose • New tools & new operational benefits • Lower financial risk for your company

  3. Process optimization Sale process • Sales Management • Lead • Opportunity • Contact • Account • Marketing • Planning & budgeting • Promotion campaigns • Client & contract

  4. Process optimization Post-Lead. Post-Opportunity. Post-Sale • Targeted marketing campaigns • Contract restructuring & refinancing • Performance & profitability analysis • Charisma Analyzer (BI) • Charisma Cell Monitor

  5. Delinquency tickets • Debt recovery flow • Methods, stages, conditions • Files, probations, juridical files archives • Workflow • Allocated expenses and hours • Minutes • Recovery financial management • Bidding and on-line sale • Pictures, features, benefits Process optimization Leasing contract finalization COLLECTION LITIGATIONS REPOSSESSION REMARKETING

  6. Legal / Litigations Juridical procedures and files • Reduces paper costs • Structured information in electronic form • Increases data accuracy and productivity • Centralized database • Optimal operational flows, no redundant work • Quick data retrieval • Reducesoperational risk • Default workflows • Roles • Security levels

  7. ePaymentApproval On-line payment approvals. Secured • Payment approval flows on 3 security levels • On-line PO generation, following the approval • Creation. Validation. Change. Back-office transfer

  8. ePaymentApproval On-line payment approvals. Secured • Documents and statuses traceability • Comment posting • Reports • Issued payment orders • Comments on payment documents • Details on the payment orders

  9. eInsurance On-line policy generation • Competitive advantage • Transparency of the insurance products offer • Consultancy and customized solutions • Damage policy and files • TPL issuance and due notifications

  10. Financial Risk Assessment Integration with the ICAP database • Official data sources • Present at any stage of the leasing process • Low financial risk • Company profile • Shareholding structure, History • Employees • Real guarantees • Payment incidents • Credit limit etc.

  11. Financial Risk Assessment Integration with the ICAP database • Own scoring engine/ ICAP scoring • Financial indicators • Insolvency • Balance sheet, P&L • Liquidity • Profitability etc.

  12. Questions

More Related