Working With Collect!
Now that you have Client and Debtor information entered,
you may be wondering what to do next. This is the most
common question new users ask. This topic should help
you answer this question.
When you begin to use Collect!, a fair amount of planning is
necessary. What do you want your operators to do? How
will you take care of financials and accounting? Who will be
in charge of keeping everything running smoothly? In these
three areas, operators, accounting and management, you
will want to have a plan of action.
Operators
Your first priority should be to get your operators working.
This is the bottom line to keep your business productive and
lucrative. When your collectors are using Collect! effectively,
then you can move on to organize your accounting tasks
and month end processes.
Training operators to use Collect! is the easiest of your tasks
if you keep the steps simple. Don't bombard them with rules
and demands for using Collect!. Introduce collectors to Collect!
in ways that make it easy for them to get on with the next
account. Let them see what the screens look like, how to
make notes, how to make a follow-up contact. As they
familiarize themselves with Collect! simply, you can work
on making it easier for them. The faster they can work, the better
it is for your business. When your users get frustrated, the
whole process slows down.
Everyone needs to know how to use the WIP List, to find
debtors, to make notes and schedule a follow-up contact.
Accounting and management tasks are more specialized
and require further training.
Accounting
Accounting is separate, as it may be a task given to operators
who never contact a debtor. The accounting topics are for the
management team. Preparing statements, reviewing
commissions, outside agency costs and fees, for example,
are generally handled by the accounting staff.
Management
Management topics deal with giving direction to operators,
feeding them tasks in an orderly way so that their work
is efficient and on schedule. Your management team
should be responsible for planning the functions of your
operators so that their work is steady and productive
with a minimum of interference in areas they do not need
to be involved in.
Summary
When you begin to use Collect!, a fair amount of planning is
necessary and you will want to have a plan of action. It can be
as simple as this. Operators make contacts, accounting
staff takes care of the financials, and management assesses
the processes, fine-tuning and automating them to keep
everything running smoothly.
See Also
- How To Use The WIP List
- Working A Debtor
- Accounting Topics
- Management Topics
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