QuikrCollect is a unique integration of different aspects of order to cash cycle. Workflow based Sales Order Processing brings a discipline in order processing. Milestones are used to track important deliverable to be achieved for realization of payment. Combination of Period Based, Milestone Based and Unspecified billing plans provide complete tracking of billing over the lifecycle of the project. Follow Up is a layer built on top of this information to track the progress at different stage. Payment Collection module helps match payments with invoices with least user effort. With all the teams working together on the same TAT based system, all updates are available to all the members at all time.

1. Your Virtual Partner
for
Receivables
Management

2. Focus on CRM
Enhance Sales
force
Reduce Cost
Increase
Productivity
Reduce delays
IncreaseinSale
ReductioninCost
Margin Management
Focus Area Neglected Area

3. Without TAT
• Reactive
• On need basis / Fire-
fighting
• Onus on individual based
on his priority
• Spend lot of time on
Chasing
With TAT
• Proactive
• Responsibility of timely
completion on the person
responsible
• Timely escalation
• Process clarity
• Effective Review of
Performance
Work Culture

4. • Needs a handholding
• Also Needs a Push
• May require extra efforts
• Runs in auto-pilot mode
• People enjoy and get used it
• Work pressure reduced
Change Management
When Initiated After Implemented

5. QUIKR COLLECT

6. QuikrCollect
Improve
Collection
Reduce
Debtors
Reduce
Interest
Cost
Improve
Profit
Reduce
Management
Time

7. Order-To-Cash Management
Sales
Order
Mile-
stones
Billing
Plan
Payment
Term
Follow
Up
Collection

8. Team Integration
Manage
ment
Sales
Accounts
OperationsLogistics
Collection

9. HOW DOES
QUIKR COLLECT
SOLVES YOUR
PROBLEM

10. Primed for Success
Enforces real-time information
capturing
Pushes activity into To-Do list of
person responsible
Chases people to complete
pending task on time
Measures TAT on task
completion
Activates dependant tasks
Alert, Escalate, Highlight Exception
Process driven, Effortless data entry
Notify on allocation, Action Queues
Delay Reason, Performance Review
Auto Compute Due Date

11. Management chasing all the time?
Management needs to chase people for every activity.
All the follow ups and chasing are done by the system
using alerts and automated MIS .
With QuikrCollectIn Manual Process

12. Sample Alert
Alert Level Duration Frequency
SalesPerson
RMofSalesPerson
LocationHead
Operations
Accounts
CEO
MD
Billing Due but not Billed
L1: Delayed Between 5-14 days Every 5 days
L2: Serious Delay Between 15-24 days Every 3 days
L3: Failure More than 24 days Daily
* Each of the information shown in the sample can be changed as desired to suite the requirements
**Different email/SMS content for each Alert level can be made as desired

13. Alert Level Duration Frequency
SalesPerson
RMofSalesPerson
LocationHead
Operations
Accounts
CEO
MD
Collection due but payment not received from client
L1: Delayed Between 5-14 days Every 5 days
L2: Urgent Between 15-30 days Every 3 days
L3: Serious Delay Between 31-60 days Daily
L4: Critical Between 61-90 days Daily
L5: Failure More than 90 days Daily
* Each of the information shown in the sample can be changed as desired to suite the requirements
**Different email/SMS content for each Alert level can be made as desired
Sample Alert

14. Sample Alert
Overdue Follow ups – Alert MIS
Account
Manager
Invoice No Invoice Date Invoice Amt
Collected
Amt
Bill To Cust Ship To Cust PO No PO Date
Followup
Date
Next Action
Date
Pending
With
Amit Kumar TI/001538 07 Jan 2017 150432.00 19375.00 NICSI IIT Delhi N1650553 18 Jan 2017 08 Jun 2017 16 Jun 2017 Sajid
Biswojit
Nanda
AMC/010760 07 Apr 2017 3000.00 2415.00 ONGC ONGC N1650585 17 Feb 2017 07 Jun 2017 16 Jun 2017 Anjali
Deepak Goel TI/001607 18 Apr 2017 858459.00 0.00 NICSI NAARM N1650597 18 Feb 2017 08 Jun 2017 16 Jun 2017 Sajid
Kapil Roy TI/001360 06 Jun 2016 781930.00 32006.20 NTPC NTPC N1650017 19 Apr 2016 08 Jun 2017 16 Jun 2017 Praveen
Manjunath TI/001410 18 Jul 2016 153196.00 128685.00 IOCL IOCL N1650079 09 May 2016 08 Jun 2017 16 Jun 2017 Manjunath

15. Timely Accurate Visual Information ?
Disparate reports without comprehensive view to
enable focussed actions.
Interactive Dashboards, Pivot Tables, Calendar View
Drill down to the details.
With QuikrCollectIn Manual Process

16. Invisible Delays?
Pile up of unresolved cases, ambiguities and delays
lead to fire fighting.
Recording every step of the process, clear visibility, no
ambiguities or blame games.
With QuikrCollectIn Manual Process

17. Churn in Sales Team?
Extremely difficult to transfer ownership with complete
details and history.
Use Reassign to transfer responsibility without a pause
on employee churn.
With QuikrCollectIn Manual Process

18. Searching for documents again and again?
Lot of time is spent again and again in searching of
details.
All information and documents in a central place.
With QuikrCollectIn Manual Process

19. Boosters for your Business
Enterprise
Class
360 Degree
View
Business
Intelligence
Alerts,
Notifications &
Workflow
Truly
Configurable
Data Level
Security
Centralized
Information
Effortless
UI

20. Stop losing due to collection
delays
Benefits at a Glance
Transparency across hierarchy Reduce management effort
Move from person to system and
process dependency
Prevent stuck cases by timely
escalation and proactive action
Reduce workload

21. Outcome
0
1
2
3
4
5
6
Yr 1 Yr 2 Yr 3
% of TO
Missed/Delayed Bills
0
200000
400000
600000
800000
1000000
1200000
Yr 1 Yr 2 Yr 3
Interest Paid
Interest Cost
0
20
40
60
80
100
120
140
160
Yr 1 Yr 2 Yr 3
Debtor Days
Debtor Days

22. QUIKR COLLECT
PROFILE

23. How it Works – QuikrCollect
Invoice Entry
Enter
Invoice
Sales Target
Set Target
(Booking/ Billing/ Collection)
Achievement
Process
Booking
Billing
Deduction
Invoices
Matching
Reversal
Receipt
Collection
Follow Up
Reminder
View
Order Entry
Billing Plan
Process Order
Milestone &
Pay Term
Approval

24. Feature List
Process Requests
 Request EMD with Tender details
 Process PBG, SD & any other BG Requests
 Request Approval based on workflow
 Hold/Cancel Request
Sales Order Management
 Order with Billing Plan/Schedule & Payment Term
 Order Approval based on workflow
 Manage Security Deposit, Performance Bank Guarantee
 Credit Share among multiple sales person
 Manage SO Milestones, Assignment and Status Update

25. Feature List
Process Requests
 Request EMD with Tender details
 Process PBG, SD & any other BG Requests
 Request Approval based on workflow
 Hold/Cancel Request
Manage Invoices
 Link to SO Billing Plan / Schedule
 Payment Terms with milestones
 Credit Share among multiple Sales persons
 Submission of Invoice to customer contact

26. Feature List
Process Requests
 Request EMD with Tender details
 Process PBG, SD & any other BG Requests
 Request Approval based on workflow
 Hold/Cancel Request
Outstanding Management
 View Aging using pivot table
 Customer-wise, Territory-wise, Sales Person-wise
 Allocate interest cost on outstanding & Receipts
 Follow up, Allocation and escalation / Alerts
 Send manual/auto Reminders using templates

27. Feature List
Process Requests
 Request EMD with Tender details
 Process PBG, SD & any other BG Requests
 Request Approval based on workflow
 Hold/Cancel Request
Receipts & Matching of Invoices
 Customer Receipts with deduction / penalty
 Matching a Receipt with pending invoices
 Reversal of Matching
 Reversal of Receipt

28. Feature List
Process Requests
 Request EMD with Tender details
 Process PBG, SD & any other BG Requests
 Request Approval based on workflow
 Hold/Cancel Request
Sales Performance
 Define Target Year & Period
 Set Target of Order Booking / Billing /Collection
 Process / Re-process Achievement
 Show net Achievement, considering Interest / Penalty ..

29. Feature List
Process Requests
 Request EMD with Tender details
 Process PBG, SD & any other BG Requests
 Request Approval based on workflow
 Hold/Cancel Request
Performance Monitoring & Review
 Define Turn Around Time (TAT) for every activity/action
 Automatically record Actual Time taken for every activity
 Prompt user to specify delay reason, if TAT is breached
 Review performance of employee across all assigned
tasks

30. Feature List
Process Requests
 Request EMD with Tender details
 Process PBG, SD & any other BG Requests
 Request Approval based on workflow
 Hold/Cancel Request
Manage Users
 User Administration
 Manage User Roles & Assign users
 Menu Access Rights based on User Role
 Manage User Access Rights for functions
 Data Level Security to restrict view of data

31. Feature List
Process Requests
 Request EMD with Tender details
 Process PBG, SD & any other BG Requests
 Request Approval based on workflow
 Hold/Cancel Request
Manage Alerts & Notifications
 Setup Rule-based Proactive Alerts
 Setup Notification for events / actions
 Schedule Email/SMS generation of Alerts
 View Alerts / Notifications / Workflow updates

32. Feature List
Process Requests
 Request EMD with Tender details
 Process PBG, SD & any other BG Requests
 Request Approval based on workflow
 Hold/Cancel Request
User Friendly Interface
 Aesthetically designed screens with effortless navigation
 Quick adaption by user with little training
 Excel-like Grid View with advance Filters & Quick Search
 Columns freezing / re-arranging / re-sizing

33. Feature List
Process Requests
 Request EMD with Tender details
 Process PBG, SD & any other BG Requests
 Request Approval based on workflow
 Hold/Cancel Request
Document Management
 Attach/Upload Doc Files with Transaction
 Attach Files at any time
 View all attached Docs from anywhere
 View details of all connected transactions

34. Feature List
Process Requests
 Request EMD with Tender details
 Process PBG, SD & any other BG Requests
 Request Approval based on workflow
 Hold/Cancel Request
Manage Workflow
 Rule-based Approval setup
 Setup sequence of approvals by users/roles
 Setup auto approval/ approval by any or all approvers/ escalations
 Configurable Email/SMS Templates
 View approval history anytime

35. Feature List
Process Requests
 Request EMD with Tender details
 Process PBG, SD & any other BG Requests
 Request Approval based on workflow
 Hold/Cancel Request
Business Analytics
 Configurable dashboards with drill down to details list
 Make Summary Views (pivot tables) as required
 Get auto generated MIS reports at desired intervals
 Single snapshot of progress/delays
 Action queues to guide appropriate actions

36. Team led by industry veteran graduates of IIT and IIM with more than 25 years of experience
Experienced in world leading
software
Experts with first hand domain
knowledge
Developed on Microsoft
platform
Cloud based SAAS model
The Creation

37. Intec Infonet Pvt. Ltd.
701, Manjusha Building, 57, Nehru Place,
New Delhi – 110019
T: +91-11-46522400 | F: +91-11- 26217218
E: sales@quikrcollect.com | W: www.quikrcollect.com
C o m m i t te d t o C l i e n t S u c c e s s
a n d E m p l o y e e D e l i g h t