Technology Management Clever Credit A credit management App

Technology Management Clever Credit A credit management App for Microsoft Dynamics 365 Who’s making sure you’re getting paid on time?

Market Dynamics 60% of invoices are paid late Chasing late payments creates significant admin burdens for small businesses More than one in five SME’s are owed more than £ 25, 000 GBP

Customer challenges Finance Director • • • Reduced working capital from late/disputed payments Lost/delayed sales due to inflexible credit rules Can we afford to pay the bills this month? • Unpredictable cashflow • Reduced working capital • • • Lack of information on hand means further follow up calls • Headache of disconnected systems what’s owed & who’s chasing • Confusion reigns when trying to resolve disputes Time & cost of chasing late payments All hell breaks loose at vacation time

Solutions to customer challenges Finance Director • Can pay the bills & sleep at night • Cashflow forecast that can be trusted • One single source of information • Reduced cost of sale • Manage risk efficiently • Clearer understanding of most valuable customers • Increased working capital • Diarised, auto prompted follow-up • Confidently offer better terms to win more business • Well-oiled machine means more time to focus on the strategic • Informed customer communication means improved customer service

Clever Credit Overview • Automated, integrated, auditable credit control processes to streamline & simplify • Real-time, reliable information on payments, cashflow, customers’ credit trends & history • Completely embedded into Microsoft Dynamics 365 for Finance & Operations, Business Edition Insert screen-shots of your app here.

Key benefits Less time spent on chasing means more time dealing with customers. Flexible credit authorisation to make the most of your credit controllers’ experience Information available to all and defined responsibility for accounts Reliable, real-time credit analysis & cashflow forecasting More payments made on time End unnecessary delays to key sales Faster dispute resolution Informed decision making

Microsoft Technology Integration Azure Dynamics 365 Office 365 Skype

Proof points [Insert stats or quotes that speak to the value of your solution. For example: XYZ solution reduces sales cycles by 40%. ] —Source (be sure to cite the source of your proof point)

Case studies Karndean Design Flooring “Volumes of credit held orders have definitely reduced as a result of using Clever Credit, providing my team with more time to focus on other tasks. It’s also easy to use and gives great flexibility at a customer level to define individual credit limits, “ Ian Strangward, Customer Finance, Manager, Karndean [Customer Name] CHALLENGE: [Briefly describe the customer challenge] SOLUTION: [Identify which solution features the customer used most] RESULTS: [Include measurable results achieved as a result of implementing your solution]

Next Steps Learn more about Clever Credit today. Watch our Better Together video here: https: //www. youtube. com/watch? v=oc 2 h. LMKIIYg Website: www. tecman. co. uk/clevercredit Email hello@tecman. co. uk Phone +44 (0)1902 578300