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Approver
Evaluation of customers and sales force requests
Evaluation requests from the sales force (new credit lines, credit line increases, changes to payment terms, etc.). Integration of data from official databases and management of approval workflows.
Check customers’ reliability and authorize the seller in just a few minutes
When a salesperson visits a customer, they need to receive customer verification and credit approval quickly.
However, customer assessment often requires one or more of the following activities:
- Requesting an information report to verify the customer's reliability
- Requesting credit insurance from the company
- Requesting internal authorisations at multiple levels if the customer's characteristics (rating, credit requested, etc.) are at the limit
- Interacting with the salesperson by email/phone to gather information about the customer
Approver allows you to digitise the process by entering the request from a mobile phone/tablet/PC and processing it in a matter of minutes.
Approver
The web application for managing the approval flow of credit lines and orders.
