How to implement the software My DSO Manager in your company
Here are the 3 steps to implement our Debt Collection Software:
| Step 1 | Import your customer data (account number, business name, address,...) as well as open items (invoices, credit notes, unallocated payments,...) from your system (ERP, accounting software, CRM,...)
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| Step 2 | Finalize the configuration of your platform (statuses, collection scenarios, ...) | ||
| Step 3 | Start using the software My DSO Manager |
Two approaches are possible:
With our support
Our experts accompany you and advise you at all stages of setting up My DSO Manager, for configuring your platform and training users.
| Step 1 | Kick off meeting and functional analysis carried out on the basis of a questionnaire previously communicated. Realization of the interface guide including the data that must be included in the import files for your company |
| Step 2 | Configuring the import of files created by your IT team, consistency tests. |
| Step 3 | After technical validation, administrator training (configuration of the platform, creation of recovery scenarios, ...) and users training (software functionalities) |
| Step 4 | Go live → users immediately start working in My DSO Manager |
Autonomy
The 3 first steps to use My DSO Manager :| 1 | Create your account by clicking the button Subscription |
| 2 | Fill your information and preferences to make best use of My DSO Manager: company name of your business, address, main currency, interest rate for late payment penalties, your company logo, ... |
| 3 | Import your customer data (customer list associated with key information) and your receivables (invoices, credit notes, unallocated payments, ...), this in three different ways :
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| → | You can start to use My DSO Manager and to work in your collection agenda ! |
Being effective in 3 additional steps :| 4 | Personalize your collection scenarios and your recovery actions (emails, letters, fax and SMS) with #Hashtag |
| 5 | Create your customer groups for dedicated reports |
| 6 | Involve your employees by creating their access to My DSO Manager |
Do more with our Credit Management solution :- Learn how to optimize your cash collection strategies combining telephone reminders, interactive emails and letters depending on the type of your customers (risky customers, public clients ...)
- Take advantage of the power of My DSO Manager to streamline communication with customers and between employees of your company
- Optimize your cash flow and debt recovery while improving customer satisfaction through faster resolution of disputes
