My DSO Manager
purpose is to bring the customer to pay with logical sequence of reminders actions. This is possible through:
- the progressive actions of collection scenarios,
- the history of performed actions and associated comments. These allow you to perform the next action based on previous.
It is therefore necessary after each customer feedback to associate a status
and a comment to the bills concerned.
This qualification is performed on the customer sheet in the statement of account
Check items selected then click the « Change status
Select the status
and the date to be associated with items taken into account and then add a comment describing the feedback of the customer.
You can then send a confirmation email to your customer or an internal actor of your company (sales manager, customer care department...). My DSO Manager
will include automatically the information previously indicated (status
, comment, items) .
The last step is to decide what will be the next action:
- either let the collection scenario going forward. My DSO Manager will propose to do the next action of the workflow
- or set a specific action which may be more appropriate. It would exclude selected items from the collection scenario (promise to pay follow-up action in above example)
It is possible in the ettings
to define by status
the default number of days after which the follow-up action will be triggered.