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Credit Pro

Credit Evaluation

Credit Scoring

• Suggests Credit Limit
• Parent/Child Credit Roll Ups
• Attach Support Documents

• Calculates Credit Score
• Customizable Templates
• Archive Credit Workups

Workload Organizer

Reports

• Prioritizes Workloads
• Tickler File Reminders
• Database Query Tool

• Multiple Standard Reports
• Ad Hoc Report Wizard
• Measure Credit Risks

Corporate Profile

  • Complete Risk Management System
  • Support Documentation Storage
  • Maintains Parent/Child Relationships for Subsidiaries, Affiliates, Divisions
  • Consolidates Credit Limit and Aging for all Affiliates
  • Calculate Suggested Credit Limits
  • Calculates Credit Scores
  • Calculates Potential Risk Dollars
  • Develop Prospect Data Online for New Accounts
  • Attach and Store Support Documentation
  • Archive Credit Reviews
  • Web Links to Your Favorite Credit Web Sites
  • 34 Customizable Fields

Financial Statements, Bank & Trade References

  • Record Financial Statements and Credit Reference Data Online for Quick Analysis
  • Calculates Key Financial Statement Ratios
  • 3rd Party Credit Reports can be Attached to Each Customer File and Retrieved Online, such as D&B, Experian, Equifax, Credit Group Reports, etc.
  • Tickler Files for Quick Follow up

Alternative Financing

  • Record Pertinent Alternative Financing Data Online for Follow up, such as Credit Insurance, Letters of Credit, Mechanics Liens, Security and Guarantor Agreements
  • Manage Important Legal Filings and Expiration Dates
  • Tickler Files for Quick Follow up

Credit Evaluation / Scoring

  • Archive Credit Limit Recommendations and Approvals
  • Manage Credit Risks by Breaking Credit Limit Into 3 Components (Credit Qualified Line, Alternative Financing Line and Business Decision Line)
  • Unlimited Contact Directory
  • Use Customized WORD Templates to Email, Fax or Print
  • Prepare Credit Reference Responses & Email, Fax or Print
  • Establish Credit Limit Review Cycles
  • Review and Analyze a Variety of Credit Evaluation Reports
  • Customizable Value Sets for Credit Scoring
  • Create Multiple Risk Levels for Different Business Segments or Economic Market Conditions
  • Suggests Credit Limit Using Internal Credit Data in Conjunction with Customizable Value Sets

Workload Organizer

  • Consolidates Tickler File Follow up Notes on One Screen
  • User Toggles to Tickler File Follow up to each Area with One Click
  • Use Database Queries to Prioritize Workload Action Items
  • Use Database Queries to Create Excel Spreadsheets
  • Quickly Locate Customers Who Have Broken Payment Promises

Reports

  • Program Comes With Standard Reports
  • Easy to Use Report Wizard for Creating Ad Hoc Reports
  • Print, Fax or Email Reports with Just 2 Clicks
  • Measure Employee Performance as well as A/R Results

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Collection Pro

Collections

Reports

• Log & Archive Calls
• Monitor Payment Promises
• Monitor Action Items

• Multiple Standard Reports
• Ad Hoc Report Wizard
• Measure Credit Risks

Workload Organizer

System Adminstration

• Prioritizes Workloads
• Tickler File Reminders
• Database Query Tool

• Customize Aging Periods
• Customize Drop Down Menus
• Customize Dunning Letters


Collections

  • Complete Collection Program
  • Manage & Monitor Collection Calls
  • Monitor Payment Promises
  • Export Data to Excel for Further Analysis
  • Support Documentation Storage
  • Create WORD Templates as Form Letters
  • Prepare Statements of Faxing or Email
  • Dunning Letters for Faxing or Email
  • Manage Tickler File Reminders
  • Management Reports
  • 39 Additional Customizable Fields

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Workload Organizer

  • Consolidates Tickler File Follow up Notes on One Screen
  • User Toggles to Tickler File Follow up to each Area with One Click
  • Use Database Queries to Prioritize Workload Action Items
  • Use Database Queries to Create Excel Spreadsheets
  • Quickly Locate Customers Who Have Broken Payment Promises

 

Reports

  • Program Comes with Standard Reports
  • Easy to use Report Wizard for Creating Ad Hoc Reports
  • Print, Fax or Email Reports with Just 2 Clicks
  • Measure Employee Performance as Well as A/R Results

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Deduction Pro

Deductions

Reports

• Assign Reason Codes
• Assign Dispute Ownership
• Measure Cause & Effect

• Multiple Standard Reports
• Ad Hoc Report Wizard
• Measure Performance

Workload Organizer

System Administration

• Prioritizes Workloads
• Tickler File Reminders
• Database Query Tool

• Customize Aging Periods
• Customize Drop Down Menus
• Customize Dispute Log

  • Complete Dispute & Deduction Management System
  • Assign Dispute Reason Codes
  • Assign Ownership for Resolution
  • Efficient Tools for Managing Multiple Disputes & Deductions
  • Support Documentation Storage
  • Tickler File Reminders
  • Workload Organizer
  • Management Reports
  • 37 Additional Customizable Fields

Workload Organizer

  • Consolidates Tickler File Follow up Notes on One Screen
  • User Toggles to Tickler File Follow up to each Area with One Click
  • Use Database Queries to Prioritize Workload Action Items
  • Use Database Queries to Create Excel Spreadsheets
  • Quickly Locate Customers Who Have Broken Payment Promises

Reports

  • Program Comes with Standard Reports
  • Easy to use Report Wizard for Creating Ad Hoc Reports
  • Print, Fax or Email Reports with Just 2 Clicks
  • Measure Employee Performance as well as A/R Results

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Credit Strategy is a
NACM Tampa Product

Voted one of the best places to work in Tampa for 2004-2011!

 
 

Credit Strategy offers Collection Software, Deduction Software and Credit Software. Collection Management, Deduction Management and Credit Management systems are offered as individual modules or seamlessly integrated to work as one credit system.