Improve Held Order Release Decision Speed and Accuracy
Reduce the manual steps it takes to release orders on hold and streamline the process to reduce bad debt and improve customer service.
Flexible Order Hold Workflows
Manage held orders appropriately with larger accounts and smaller accounts, or depending on how your business is structured.
Automatic Order Hold Release
Set up workflows and rules specific to your business that automatically release held orders or prioritize for your immediate attention.
Credit Limit Management
Integrated with Cforia.autonomy’s Credit Management module to allow you to automate and make better decisions based on credit limit and payment trend data.
Collection Strategy Alignment
Eliminate the number of customer touches your collections team uses to reach out to customers with held orders and utilize automation to streamline follow-up.
Easily collaborate with your sales team and assign follow-up tasks to them to better streamline the collections process.
Using data from across Cforia.autonomy’s order-to-cash platform, held orders can be driven by the customer data – payment trends, credit limits, credit scorecards – to allow you to make quicker, more accurate order release decisions .
Proactive Order Hold Management
Automate and streamline your workflows.
Order hold management is often a manual process that oftentimes involves a team working through and releasing held orders daily. This is often due to systems that don’t allow flexible business logic to be set up that allows you to adjust how you manage orders, as well as a lack of integration with credit limit data. Cforia.autonomy’s order-to-cash platform gives you the control you need to automate your order hold release process in a way that transitions it from a reactive one to a proactive, and fully automated process.
Learn more about Cforia’s Order Management functionality and better understand how it has driven success for other companies like yours.
If your current A/R processes involve manual tasks or you are constantly finding your data in silos that make it difficult to consolidate and prioritize, then it may be time to find a solution that better addresses your challenges. See how Cforia’s complete end-to-end order-to-cash platform uses customer intelligence to automate your day-to-day and improve collector efficiency.