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Welcome to the demo of
My DSO Manager
You navigate as
Administrator
and you can access to all features
.
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Last news
Manage
collection scenarios
Collection scenarios
Settings
New collection scenario
Add a pre-defined scenario
Specific Actions
Standard Collection Scenario
Acciones específicas
Escenario de reclamación estándar
Clients publics
Clients risqués
Modèles actions spécifiques
Scénario de relance standard
Azioni specifiche
Scenario di sollecito standard
Collection scenario
Actions of the collection scenario
Standard Collection Scenario
Default collection scenario
962
clients use this collection scenario
Reminder by email before due date
-10 days
Reminder by email #1
+4 days
Telephone reminder #1
+7 days
Reminder by email #2
+14 days
Request for intervention to the Sales Manager
+21 days
Telephone reminder #2
+28 days
Reminder by email #3 + Apply late penalties
+33 days
Letter of formal notice
+43 days
Litigation
+50 days
Add an action
Clients publics (FR)
5
clients use this collection scenario
Pré-relance par téléphone
-12 days
Relance téléphonique n°1
+3 days
Relance par e-mail n°1
+8 days
Relance par e-mail n°2
+18 days
Relance téléphonique n°2
+25 days
Demande de relance du commercial
+32 days
Relance téléphonique n°3
+42 days
Courrier avec accusé réception
+60 days
Add an action
Clients risqués (FR)
2
clients use this collection scenario
Pré-relance par e-mail
-8 days
Relance téléphonique n°1
+3 days
Relance par e-mail n°1
+7 days
Relance par SMS
+13 days
Courrier avec accusé réception
+15 days
Demande de relance du commercial
+20 days
Courrier de mise en demeure
+25 days
Contentieux
+35 days
Add an action
Key accounts scenario (EN)
85
clients use this collection scenario
Telephone reminder before due date
-10 days
Reminder by e-mail No. 1
+5 days
Telephone reminder No. 1
+12 days
Reminder by e-mail No. 2
+20 days
Telephone reminder No. 2
+28 days
Request to the Sales Manager to intervene
+38 days
Telephone reminder No. 3
+45 days
Reminder by post mail with acknowledge of receipt
+60 days
Add an action
Modèles actions spécifiques
0
client use this collection scenario
Suivi de promesse de règlement
+1 day
Relance par e-mail n°1
+2 days
Suivi de litige
+3 days
Relevé de compte
+4 days
Suivi de promesse de règlement par tel
+6 days
Add an action
Risky clients (EN)
11
clients use this collection scenario
Reminder by e-mail before due date
-8 days
Telephone reminder No. 1
+3 days
Reminder by e-mail #1
+7 days
Telephone reminder No. 2
+14 days
Request to the Sales Manager to intervene
+18 days
Reminder by post mail with acknowledge of receipt
+19 days
Formal notice
+27 days
Litigation
+37 days
Add an action
Scénario de relance standard
143
clients use this collection scenario
Pré-relance par email
-10 days
Relance par email n°1
+4 days
Relance téléphonique n°1
+7 days
Relance par email n°2
+14 days
Demande de relance du commercial
+21 days
Relance téléphonique n°2
+28 days
Activer les pénalités + Relance par e-mail n°3
+33 days
Courrier de mise en demeure
+43 days
Contentieux
+50 days
Add an action
Templates specific actions
0
client use this collection scenario
Reminder by e-mail No. 1
+1 day
Promise to pay follow up
+2 days
Dispute follow-up
+3 days
Add an action
By default for new customers :
Collection scenario
:
Clients publics (FR)
Clients risqués (FR)
Key accounts scenario (EN)
Modèles actions spécifiques
Risky clients (EN)
Scénario de relance standard
Standard Collection Scenario
Templates specific actions
Collector
:
Mike Anderson (Collector)
Nicolas Grayson (Collector)
Paul Mayer (Administrator)
Véronique Miguet (Credit Manager)
Late payment penalties
:
Yes
No
Recovery cost
:
Yes
No
Interactive emails
:
Yes
No
Minimum amount for collection
:
$
Ignore transactions whose amount is less than :
$
Automatic action between
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and
1:00
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:
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Common signature (
#my_company_signature
) :
Incorporate dynamic content in your emails with #Hashtag
<table><tbody><tr><td style="border-right: 2px solid #0d7eaa;border-collapse:collapse;padding-right:10px; max-height: 100px;">#my_profile_image</td><td style="border-right: 2px solid #0d7eaa;border-collapse:collapse;padding-left:10px; max-height: 100px;padding-right:10px;"><span style="font-weight: bold;">#my_name</span><br>#my_function<br>#my_phone<br>#my_phone_cell<br><span style="font-weight: bold;">#my_company_name</span><br><span style="font-style: italic;">#my_company_url</span></td><td style="padding-left:10px">#my_company_logo1</td></tr></tbody></table>
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