The web portal extends the reach of the Safe Financials and Credit Control solution to a wider audience, both internally within your business but equally to your customers and suppliers. Via any web enabled device, real time access to key financial and credit control related data is provided.
Customer self-service is now the channel of choice for today’s customers. They expect a customer self-service portal that provides a convenient way to post service issues, enquire on current and historical transactions and even promise payment on outstanding invoices. A customer portal lets you stay open for business 24/7 around the world and delivers a high-quality, high-touch experience for customers while reducing the cost of customer care. With an open line of communication and a range of self-service options, you’ll boost customer satisfaction as well as long-term retention—both of which translate into greater profits.
Within your business, the portal enables unlimited colleagues to view and maintain relevant financial and credit control data, allowing them to make key, strategic business decisions and interact with internal business processes, including query management and purchase to pay. An intuitive user interface ensures all users are productive very quickly with minimal training and via the web, the portal may be accessed 24/7, in the office or on a beach in the Caribbean! The self-service element reduces the time and effort required by the core finance and credit control teams and also speeds up and simplifies key processes including query resolution and authorisation.
Each user of the portal may have their user experience configured to their specific requirements, including both functionality and the data that may be accessed. A customer will only see their own data but a branch manager will see data for all customers and suppliers within their remit. All activity within the portal is fully audited to ensure security and peace of mind.