Work From Home Toolkit

Thank you for attending our webinar with ICTF on:
“6 Essential Components of Credit and Collections Framework”!
Your free toolkit for Credit and Collections is available below

Who is this toolkit for?

This Toolkit is for An Order-to-Cash Leader/Professional who wish to keep their productivity, daily operations and key performance indicators intact and unaffected while working through a crisis.

How do I use this toolkit?

Click on any of the tools mentioned below, enter your business email id (we promise not to spam you), plug in your data in the tool and enjoy!

Work From Home Toolkit: What’s Inside?

Email-Template
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21 Credit & Collection Email Templates

Top performing email scripts used across 700+ leading order-to-cash teams, including Fortune 1000 companies.

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AR-Aging-Report
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Free Account Receivable Aging Report

Intuitive aging report dashboard and auto-prioritizing worklist excel template. Just plug in your customer master and open A/R data to get a holistic summary of your past-due receivables.

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Scoring-Model
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Free Business Credit Scoring Model for New Customers with D&B, NACM and Experian Data

Use this Credit Scoring Model is for evaluating the credit score, risk class and credit limit of any New Customer, which has no public financial information available (Private Accounts). It is the fruit of our research with credit leaders from different companies across the world.

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CRD-Application
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Top 66 Parameters Your Business Credit Application Should Not Be Missing

Your Business Credit Application should be equipped to accurately collate all relevant credit details of any customer and ensure precise creditworthiness evaluation. This simple checklist helps you evaluate any Credit Application and equips you with the insight you need to optimize it.

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Dunning-Template
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Collection Email and Dunning Automation with Excel

What do you need to send out mass dunning email communication for collecting outstanding payments at once? Some automation tools? Supernatural powers? No. All you need is your regular Microsoft Word & Excel Apps. Download this template package to understand how to send over 1000 personalized dunning letters and emails in less than 15 minutes.

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Shared-Services-KPI
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55 KPIs for Shared Services Dashboards and What They Mean

List of Top 55 KPIs to measure the Order-to-Cash operation/process efficiency, team productivity, level of data integration, customer experience and metrics that executives care about, in any Shared Service Centre. Get tips on how to interpret each KPI and the suggested next steps based on the analysis.

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Surcharge
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B2B Credit Card Surcharging 101 Your Complete Guide to Reducing Credit Card Processing Fees

This excel template has all the relevant information you need to know in order to roll out a surcharge program and welcome credit card payments. The template also includes a surcharge calculator, tips on how to reduce interchange rates and improve customer experience, without compromising on the security of credit card data or breaking any surcharge laws.

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RFP
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6 RFP Templates for Order-to-Cash Vendor Evaluation

An insightful summary of how Fortune 1000 companies & SMEs are evaluating their vendors for digital transformation of their accounts receivable processes.

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