CollectPro is a cloud-based collections management solution built on the Force.com platform. It provides comprehensive functionality without requiring any on-site infrastructure. CollectPro offers fast implementation and scalability, allowing companies of all sizes to effectively manage their collections. It features automated workflows, agent assignments, and integration with mobile devices and Salesforce CRM modules.

1. Powerful simplicity
CollectPro is part of a new generation of on-demand applications developed on the force.com
platform from salesforce.com, the cloud computing leader. This new technology provides
companies of all the sizes a safe and complete platform to run their applications. Due to its
limitless scalability along with essential and shared safety controls, the force.com platform
offers power without complexities. More than 77,300 companies with over 2 million users take
advantage of this platform, including leading financial services companies like: Citigroup,
E*Trade, ING, Aon, Japan Post, Deutsche Bank, GMAC Bank, Suntrust Banks, etc.
Intellect International harnessed force.com to offer the first suite of financial services
applications that run completely in the cloud. CollectPro does not require any IT platform or
software, other than a broadband Internet connection and a browser for collections agents.
Complete and affordable collections management
CollectPro is a comprehensive collections and recovery solution designed for organizations of
all sizes that need to install and leverage it immediately without complex integration to their
existing systems. It provides full functionality without requiring any infrastructure. Thanks to
simple customization, integration and administration tools, your collections team can begin to
manage collections effectively and efficiently in a very short period of time. For those larger,
more complex organizations, CollectPro can be easily integrated with their transactional
and/or ERP systems, allowing for real-time feedback of payments made by customers.
CollectPro offers the following features:
 Provides an integral vision of the customer with their accounts, past dues and
payments
 The integrated agent console facilitates operation and decreases the learning curve
required by new collections agents
 An integrated workflow engine facilitates the definition of business processes
 Allocation of past due accounts to the agents is automated and flexible
 Collection calls are automatically assigned to the correct agent based on its skills,
C availability and workload
 Provides visibility of the collection history for each customer
A B D  Calendar and tasks are integrated with Outlook or Lotus Notes
 Leverages a collaboration platform to foment teamwork
 Connectivity with mobile devices integrates field agents into the process in real-time
 Integration with a PBX/ACD (CTI) enhances productivity via soft-phone direct dialing
and predictive dialing.
 Visibility of key performance indicators through analytical tools
 Self-service portal provides access to customers through you web site
 Integration with the customer service module adds collections case management
capabilities into the collections process, including leverage of the solutions knowledge
base to obtain solutions to common service problems reported by customers.
 Follow up of collections related legal cases
 Total integration with salesforce.com: the #1 on-demand CRM in the world

2. Key benefits
CollectPro offers an extensive set of benefits that help you manage collections effectively and efficiently, including:
 A fast and low-cost implementation yields high ROI. A
stand-alone implementation of CollectPro takes less than
six weeks with a standard configuration featuring best
practices. This implies that customers often see a
positive return weeks from going live; significantly faster
than the ROI from conventional software.
 Safe and scalable online infrastructure serving hundreds of thousands of users with great economies of
scale and no hardware or software to acquire, install or maintain. Millions of dollars have been invested
by salesforce.com in cutting edge technology to offer the highest level of security on the Internet, which
is enjoyed by more than 1,600 financial institutions around the world. Disaster recovery and protection
through redundancy and security backups guarantee a fail-safe and well proven security.
 Complete and flexible automation allows for a fast implementation your company´s collection processes
and to modify them easily when business requirements change. Increased productivity by service agents
means a more effective recovery of receivables and a better utilization of capital.
 Email integration maintains a more fluid communication with the customer without requiring any
programming or installing email servers.
 Accessible anywhere in the world through a standard web browser; the application requires little
training. Because it is easy to learn and use, the adoption rates regularly surpass 90 percent, producing
an increase in productivity and profitability.
 Customized reports offer an instantaneous vision of the complete collection process: team activities,
collection calls, past dues, payments, customers and accounts. Dashboards allow Management to
visualize the advance of collections and the effectiveness of the operation in real time.
 The Apex Mobile platform incorporates wireless devices, smartphones and laptops to take collection
management on the road.
 Integration tools offered by the force.com platform allow for the integration of CollectPro with the
company´s telephony system and a predictive dialer to obtain greater collections efficiency. The
integration API facilitates information flow to and from the company´s transactional systems, thereby
enhancing real-time collection management and analysis of collections operations.
 Leverages Salesforce ChatterTM to enhance collaboration across the enterprise and improve collections
and recovery.
 CollectPro integrates naturally with other salesforce.com CRM modules, enabling a complete vision of
customer interactions: marketing campaign management, lead follow-up, opportunity management,
sales forecasting, customer service management and case resolution using a knowledge base composed
of common solutions to problems.
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Tel: +1 (623 239-1477 Tel: +506 8385-9169 Tel: +507 205-1977