Charisma Collection


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Charisma Collection is the only tool dedicated to debt collection, which is natively integrated with ERP, HR or CRM solutions provided by most powerful providers in the world. Thus, you can have an end-to-end, multi-company, multi-site, multi-location solution you can access remotely, at any moment, by means of a mobile device with Internet access, at an unparallel total cost of ownership (TCO).

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Charisma Collection

  1. 1. CollectionSimple | Intuitive | Flexible | Complete
  2. 2. Main value Organizes, simplifies and automates complex processes and workflows; Cross departmental automation and organizational processes that cover multiple departments; Dramatically decrease operational costs and improves employees effiency; Increases the companys agility and competitiveness; 360 view over the performance indicators; Increases customer loyality; Collaborative working environment, focused on satisfying business partners’ needs; Updates and develops customers business needs.Management value Provides key reports and analysis for executives to run business; Reports with the ability to go from high level to low level detail; Comprehensive insight from all departments and systems; Provides executive dashboards, on-spot quick facts and real-time notifications.Employee’s value Clean and friendly user interface; Commonly performed tasks can be automated; Can provide data from other applications and sources; Can access various reports from the same interface; Provides technical support directly from the application interface; Provides development methods and tools for business flows and entities directly from the application.Market value In 2012, Charisma ERP was designated as one of the 5 strongest European B2B solutions in the "Enterprise Vertical Market Solution" segment.
  3. 3. In hostile economic situations, the main competitive advantage of organizations becomes theavailability of the cash balance. This is why the efforts to collect the debts from the customers have Charisma Collection is a priority, the employees allocating a powerful software solution,significant time budget for disputing especially designed for the invoices and receiving these solving any management debts. Usually this procedure activity of debit collection, involves many departments, from as well as for the sales, financials, customer repossession and relationships, as well as external remarketing process. Thiscompanies in case of outsourcing of platform will lead to the debit collection or legal actions. As increase of the debt the existence of cash is crucial, collection process providing stability and agility in efficiency, the increase of approaching new business cash and the decrease of opportunities, the company should costs with managing quickly take actual actions, in order customers receivables. to eliminate the danger regarding organizations position on themarket and the relationship with the customers.Charisma Collection suite includes a series of modules covering areas specific tothe debit collection process. Thus, Collection module is dedicated to debtcollection, Legal module optimizes the management of moral or physicaldamage collection, Repossession module optimizes the management of thecollected assets, as well as the additional fines the consumer should pay forcovering the sellers cost of repossession, and Remarketing module optimizesthe collection and reselling flow for the collected assets. These modules couldwork as standalone applications, but when integrated they make the mostpowerful, high-end and implemented debt collection solution in Romania.
  4. 4. “Considering the increasing level of the debt collection department’s activity, the need for such a software was more than obvious. Automating the fax documents sending made it much easier for us to work. There are many documents to be sent to the client: bills, notes etc. If they were to be generated manually, they would have required 2-3 days of additional work for each employee.”. Doru Popa IT Manager, Tiriac LeasingWhy Charisma Collection Integration with any information Charisma business suite allow achieving an platform integrated end-to-end solution for the By the native integration with other ERP complete automation of the debt collection solutions (Charisma, SAP, Oracle, etc.), the process, with cross-department real-time debt collection processes are automated data transfer, within organizations of any and perfectly integrated with accounting, size or complexity (multi-company, multi- procurement, logistics and sales information sites, multi-location, multi-currency, etc.). system. Thus, the entire organization will be up-to-dated with the receivables collection Native Web solution progress. Charisma Collection can be accessed from any mobile device with Internet access, Using CRM principles and regardless the configuration. Thus, the functionalities employees involved in collecting debts from By using the classical principles of customer the customers can check anytime, from relationship management solutions, you will anywhere, the collection process, and they be able to send consistent and controlled can send information to the company in real messages to your customers, you will be time, in order to inform the decision factors able to generate analysis of the upon the situation on the field. communication methods, receivables collection lifecycle, but also positioning of Speed and flexibility during installation and your company in relation with the implementation customers. Thus, you can manage an The business expertise, the advanced and extremely important process, related to specialized consultancy accompanying your companys cash, without significantly Charisma Collection, significantly decrease damaging the relationship with the the total implementation costs, while customers or your companys image on the providing a fast return of investment. You market. have the opportunity to see the solution live, visiting one of the reference customers from abroad. In addition, we can provide Exceptional modularity and scalability additional developments to prove our The exceptional modularity of the team’s responsiveness. application and the possibilities of interfacing with any other solution in
  5. 5. BenefitsReduces the analysis time and increases the operational efficiency. The solution automatesthe processes and eliminates the manual effort, by simultaneous management of theoperational workflows, quick and consistent access to the interest information.Fully covers the business needs. The exceptional flexibility and configurability of the solutionallows adapting the operational workflows to the specific of each organization, regardless itssize or complexity.Increases the profitability of the organization. The fast collection of outstanding cash orcontracted assets, the increase of repossession sales or the optimum management of expenseswith the collection processes, is reflected into the profitability of the organization and cash,critical factors in difficult economic periods.Optimizes the document management. The company has the possibility to match or loadphysical documents for each step of the collection process.
  6. 6. Collection Charisma Collection is a highly effective debt collection from customers, managing settlement of legal processes and repossession, as well as any remarketing activities - reselling, renting, refinancing. In this way, you can quickly recover arrears from corporate customers, preventing the creation and increasing accounts payable. Charisma Collection visibly increase communication and efficiency in the inter-departmental processes to recover the money. Financial and Operational BenefitsReduces the analysis time and increases completed or future task;the efficiency of the collectors n Simultaneously manages differentn an efficient ticketing system forIncludes processes and provides reportsidentifying debtors, grouping debtors specialized on various processes:based on delinquency level and creating n report of delinquency Summarydelinquency tickets; tickets. The reports show anAutomates the collection processes by summary of all open tickets,closing and opening delinquency tickets classified by status, owner, productbased on the occurrence of payments type, with grouping functionalities;into the system and closing the invoices; n report of activities and Summaryn activity flows associated withTracks the efficiency. The system providesthe current accounts, as well as the centralized data about all theaccess to the entire history of past activities related to the collectioncollection processes, such as current process. Therefore, the team leader,status, completed steps, future step, manager or coordinator can trackdebt amount, account owner or days how many activities are opened,past due; the actions with due dates or who isnCoordinates and delegates the step responsible, thus assessing theexecution, simultaneously or performance of collectiondependently, according to individual operators.abilities, thus optimizing the work ofeach responsible for debt collection. Thesystem allows any responsible orparticipant to be notified during thecollection process about the non-
  7. 7. By utilizing Charisma Collection, Financial Services organizations, their partners, distributors and service companies specializing in recovering debts will be able to optimally manage their debt collection efforts. In straight-forward and exact steps you will be able to identify debtors, create delinquency tickets, manage debtor accounts, track and complete the collection process.Optimizes the operational effort and letter – 10 days);reduces the internal costs through: n collection process steps, Includesn manual work, both expensiveEliminates conditions, automated or manualand time consuming, needed for actions, involved roles;managing invoices and communication n advanced multi-language Supportswith customers with debts; functions (the system was alreadyn a centralized informationProvides localized in 4 international languages);database with customers, contracts, n integrated with Charisma ERP Is nativelyinvoices, associated payments or and any other ERP information system.advance payments, securities, calculatedpenalties, debts, as well as DPD (days Decreases customers debts, optimizespast due); the profit and increases the cash flown quick and consistent view onOffers a n structured debt collection Managesoverdue accounts, including information process, based on the specific of eachregarding the interaction with the organization;customer, contact conclusion, account n the value of DSO (Days Sales Decreasesdistribution or promised amount. Outstanding) indicator by decreasing the average number of days needed to turnExceptional flexibility the debts into cash;nthe definition, customization andAllows n a fast return of investment Generatesmanagement of money collection thanks to low cost of ownership andstrategies by means of notifying quick implementation.customers and setting terms to react onsuch notifications and to cover the debts(e.g. SMS – 1 day, phone call – 5 days,
  8. 8. Legal The difficult economic context determines the retail or financing companies to treat the debt issue with maximum care and to consider any debt as a critical situation in the lifecycle of revenues and customer services. Many times, the amount of debts accumulated in a short period of time can surprise organizations, their efforts or those of companies specialized in debt collection not being able to achieve expected results. Thus, due to the unsuccessful actions taken for notifying or collecting debts, the companies have to take the next step - to legally handle the files. Financial and Operational BenefitsReduces the operational costs collection files;nLegal module reduces the required n update of receivables Real-timemanual effort by automating the situation or the invoices attached to theprocesses and workflows for collecting files, depending on their management inthe receivables from customers. The ERP system.remarkable configurability and flexibility n personal or a companys goods Handlingof the solution allows adapting the collection.module to the specific of each singleorganization, regardless its size or Eliminates the calculation and provisionbusiness area. creation n The system eliminates the calculationAutomates the collection process and creation of provisions for risks andnExceptional flexibility, thanks to native expenses by negotiating the amountsintegration with Charisma ERP or with and commercial terms, by highlightingany other management system for good the promised payments and by updatingfinancing contracts; the system with the actual operations.n data import directly from theAutomaticcompany’s database, i.e. all the contracts Reduces the analysis time and increasessuspended for payment delays - or any the efficiency of the collectorsother reason specified by the customer - n complete and real-time view of Includesautomatically generate the activation of each active file;legal files with the collection company; n consolidated calendar with Builds ansimultaneously handling of manyAllows terms and planned activities by periods;
  9. 9. This is why Charisma Collection suite includes a module dedicated to legal issues, which leads to efficiency increase of the operations for collecting the moral or physical damages, thus lowering the prejudice and increasing the chances for profit for the financing companies.n all the stages of a file, fromManages matches the recorded promises andactivation to solving; actual receipts, managed byn distinct, amicable or legalProvides Charisma ERP 2011 or by any othertreatment of the files. Therefore, the ERP system.stages of a file can be the following:amicably, conciliation, execution End-to-end solutiondisputes, execution, insolvency, n and handles the files for debit, Activatesinspection, court, notification, penal leasing asset, insolvency andcomplaint, payment summon, execution outstanding;suspension. The followings can be n quick calculation and analysis Providesassigned and tracked for each stage: of all incurred expense types on each n The expenses incurred by the file; collection company during handling nthe easy management and Allows the file. The expense type is fully verification of the invoiced fees or configurable, based on the specific collection costs; of each companys preference. As a n additionally the document Ensures standard it can be recorded management by matching or loading expenses for: travel, shipping, physical documents for each single file collected assets, execution, legal or at stage level the file goes through. stamp duty; n The payment commitments obtained by the collection company. The system automatically
  10. 10. Repossession When all attempts to convince the debtor to pay the outstanding amounts fail to cover the delinquency of the loan, the repossession process starts with the guarantee securing this loan or even with the transaction object. Repossession module optimizes the management of the collected assets, as well as the additional penalties the consumer should pay to cover the sellers repossession costs. Financial and Operational BenefitsDecreases the damages of the financing Optimizes and automates thecompany operational flown a consistent and real-timeProvides n each expense made with the Recordsupdated view on the financial situation repossession, maintenance or repairsof the contracts and required during the lifecycle of the asset in therepossessions; inventory of the company and theirn all the collected assets basedManages automatic accounting;on VIN (vehicle identification number) in n Automatically calculates the transfercase of vehicles or real estate properties value, as equal to the uninvoiced capitalfor their unique identification; at the moment of terminating thenfast calculation of fees to beAllows contract between the two partiesinvoiced for the repossession process, as involved;well as the current value of the collected n Automatically or manually integratesasset. with inventory management, based on the data in any ERP information system;
  11. 11. Charisma Collection – Repossession optimizes the management of the collected assets, as well as the additional penalties the consumer must pay in order to cover the sellers repossession costs.Integrates with fixed assetsn Brings continuity to the businessmanagement, if they do not already through the transparency createddepreciate in the company accounting between the modules and functionalitiesstatements (eg. Operational leasing); of Charisma Collection. The life of then and manages the properties of theTakes repossessed asset is ended either byasset to be tracked, identified and then means of sale (stock removal through asold; sales invoice) or by means of refinancingManages and tracks the collected assetsn or renting the good (stock removalper cost center and unique identifiers. through a leasing contract). Measures the efficiency of the company business by quick and aggregated access to all financial and operational information related to contracts and their transactions.
  12. 12. Remarketing It is in the interest of each financial services company, retailer or any size vendor, regardless the type of business, to sell as fast as possible all the collected or in-house assets, both for revenue increase, as well for the decrease of the expenses needed for their management. An optimal transactional design at the organization level means a good inter-department and inter-process communication. In other words, only the tight link between the collection process and the sale and billing process, and the rest of the operational activities can bring the ultimate advantage: the improvement of receivable management, receipt acceleration and optimization of ongoing capital. Financial and Operational BenefitsImproves the loading and sale process Optimizes the operational activitiesn an efficient and fastProvides n a high-performance system for Includesmanagement of the reception protocols notifying each representative in thefor the assets, sales invoices and item process of sale and management of thebookings; collected assets (inbound, outbound,n the costs at company level andReduces booking expiration);analyzes the profitability through a fast nthe automatic update of stocks at Allowsview on the collection and maintenance the moment of entering into thecosts against the revenues recorded per inventory and at the moment of sale;asset. n all the properties required for Captures identifying and promoting a collected asset;
  13. 13. Remarketing module brings the benefit of a solution especially designed for a complete and efficient management of the entire collection and resale flow of the collected assets. Additionally, this module eases the remarketing efforts by positioning the product for sale or rent and by driving the demand for it by adaptability to market changes.DiferentiatorsIntegration with any informationnplatform: Charisma, SAP, Oracle;End-to-end, multi-company, multi-nlocation, multi-localization solution;Web-based with access from anynbrowser, on any machine, regardless ofthe hardware configuration;n and flexibility during installationSpeedand deployment;n TCO (Total Cost of Ownership)Minimaland fast ROI (Return On Investment);Advanced business expertise andnspecialized consultancy;n CRM principles and functionality;UsingAdvanced modularity and scalability.nnAutomates the operational transactions n advanced methods for search, Includesdue to native integration with Charisma quoting, subscribing for offers and detailERP or with any other ERP system. requests about the assets shown on the Web platform;Increase the revenues and profitability n simple, user friendly Providesof the organization by web-selling management of the Website;nOffers market visibility in a professional n Issues efficiency reports about the mostmanner and much faster resale of the accessed products, the most accessedcollected assets; categories, number of visitors;nOffers realistic and quick access view by n the profit by eliminating the Increasesdetailed information and presentation wholesale actions or dealersimages; involvement.
  14. 14. With over 17 years of experience, TotalSoft is the largest Romanian ERP provider. With 1500 clients in the private and public sector in 25 countries, such as USA, Germany, UK, Austria, Italy or France, TotalSoft has an undeniable expertise in 9 verticals, focusing on retail and distribution, constructions, financial services and medical ones. The company has its own suite of software solutions, namely Charisma Business Suite, to which renowned systems, such as Charisma ERP, Charisma HCM or Charisma Medical Software belong. TotalSoft is member of Global Finance Group, one of the largest private investment companies in South-Eastern Europe, with offices in Athens, Bucharest, Sofia and Belgrade. Global Finance manages funds amounting to over EUR 850 million and has carried out over 70 investments since its founding in 1991.poza
  15. 15. © TotalSoft 2012TotalSoft Headquarters Planned SubsidiariesActive Subsidiaries TotalSoft Implementations Sweden Senegal Estonia Russia United Kingdom Poland Germany Belgium Czech Rep Ukraine Slovakia Austria Moldova France Hungary Qatar RomaniaUSA Italy Serbia Saudi Arabia Bulgaria UAE Spain Albania Greece TotalSoft Headquarters Global City Business Park, 10 Bucharest - Nord Street Building O2, 8th Floor, Voluntari, llfov,România P: +4021 335 17 09 W:,, E: Austria | Greece | Bulgaria | Qatar