ForsevaTRM™ is the first software-as-a-service application that combines advanced credit, collections and customer relationship management functionality on a single platform enabling financial risk management to be integrated throughout the quote-to-cash process with customers and the selection process with vendors and partners.
• Embedded CRM functionality based on Salesforce.com
• Complete credit risk management of businesses and consumers
• Integrated collections with payment dispute management functionality
• Deployed in days, no hardware or software to install or maintain
• Ready-to-configure standard functionality with on-line help and training
• Easy point-and-click configuration and administration
• Fixed, low annual subscription fee includes upgrades and support
• Customizations fully compatible with future releases-15 minute upgrades
• Deployed on Force.com™ - the #1 cloud computing platform for business
• 10 year track record with small, mid-sized and Fortune 1000 companies
• Over 75,000 customers and millions of users worldwide
• ISO27001 certified security, SAS70 Type II certification
• Three global data centers deliver high availability
Customer Relationship Management
ForsevaTRM provides the core account and contact management functionality of Salesforce.com™ enabling users with an easy-to-use, feature-rich environment for managing customer/vendor profiles, activities, notes and attachments.
• Manage credit, collections and sales information on a single platform
• Perform real-time 3rd party business verification to qualify accounts
• Organize accounts by appending corporate family associations to profiles
• 100% compatible with full Salesforce CRM functionality (sold separately)
Credit Risk Management
ForsevaTRM provides a complete set of functionality to quickly process new customers/vendors and monitor your entire portfolio for financial risks.
• Automate B2B and/or B2C credit decisions at the point-of-sale
• Automate workflow, notifications, system updates and alerts
• Deploy custom on-line credit applications with electronic signatures
• Track verification of bank and trade references
• Monitor on-going risk automatically, adjust business terms based on risk
• Manage credit limits and required credit profile information securely
• Define credit policies that support blended scoring, cascading bureau look-ups and credit score normalization across bureaus. Scoring data sources include:
| Business Information | Consumer Information |
|---|---|
| - D&B | - Experian |
| - Experian | - Equifax |
| - Equifax | - TransUnion |
| - Ansonia | - MicroBilt |
| - Graydon | - FICO |
| - PredictiveMetrics | |
| Financial Information | AR Information |
| - D&B | Any accounting system with export capabilities. Many pre-built options and 3rd party integration tools. |
| - Credit Risk Monitor | |
| - EDGAR |
Collections Management
ForsevaTRM analyzes account profiles and intelligently queues dunning notices and distributes collections call activity in a workgroup environment.
• Define collections/dunning policies with configurable templates
• Case management to track and resolve disputes and promises-to-pay
• CTI enabled for call automation, track all key collections metrics
• Forecast cash based on key collections metrics (ADP, DBT, Promise Dates)
Reporting & Analysis Tools
ForsevaTRM includes embedded report writers to create interactive reports and dashboards plus three powerful tools for deeper data analysis.
• Family Tree Analyzer - view credit and exposure data across corporate families
• Statement Analyzer - compare financials across periods and graph trends
• Portfolio Visualizer - graphical analysis of portfolio information
Try ForsevaTRM for 14 days
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