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Solutions for the crisis Charisma Business Suite

Solutions for the crisis Charisma Business Suite. AGEND A. Process optimization for internal costs reduction purpose New tools & new operational benefits Lower financial risk for your company. Process optimization. Sale process. Sales Management Lead Opportunity Contact

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Solutions for the crisis Charisma Business Suite

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  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

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