About TanServ
Company caters to services in the niche area of Working Capital Optimization and works with clients to manage the leakages in Working Capital Value Chain. The company has a commitment to ensure that the receivables in the B2B scenario are serviced on time. Prepping up the customer days before the due date and tracking the progress on the payment are critical. Proper reporting on the portfolios and planning for collections is an important aspect of their business.
Highlights
records
Data imported
3,34,29,78,544
Portfolio Amount
60,55,01,041
Portfolios collected
Number of users
Modules Used
- Contact Management
- Business Process Automation
- Auto-assignment rules
- Dynamic access control
- Analytics and Reportings
- Bulk data import and export
- Print Templates
- Emails, templates and notifications
- Analytics and Reporting
Challenges faced by the Company
Virtuos Approach
Virtuos implemented Creatio Sales Team for the company to automate their complete Accounts Receivables (AR) process end-to-end. Keeping up with the completely new kind of requirements, Virtuos took the Agile implementation approach. Changes were implemented on the fly based on the feedback received. Virtuos leveraged the robust BPM capabilities of Creatio and implemented 98% of the functionalities with no coding, utilizing the drag and drop features provided by Creatio, combined with Virtuos’ Solution Design capabilities.
Features like Invoice auto-assignment, Call Back notifications, Bulk import and bulk updates drastically reduced the time taken by Agents on menial daily tasks. Reports provided by Virtuos give a transparent view of the complete portfolios, agent performance and bottlenecks.
