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QuickBase Solution Provider

Bespoke CRMs | Cloud Databases | Marketing Management | Operational Management Systems

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Debt Recovery and Credit Management

Introduction

Our client a specialist commercial debt recovery and credit management company required a new IT solution to replace their legacy Lotus Approach database.

New System Requirements

The client wanted to improve their workflow and processes so that work could be shared more efficiently across their team whilst retaining consistency in their delivery.

They also required the ability for team members to work remotely, either at their clients premises or the flexibility of working from home. Later the system would need a login function so that their clients could work in collaboration with them.

The Solution

IGL introduced the client to Quick Base. Quick Base presented the perfect solution providing the following benefits:

  • Cloud Based Solution – The clients team can operate from anywhere working from real time data

  • Quick Base is accessible on all internet enabled devices and supports all web browsers including Windows and Mac.

  • Peace of Mind – Data is secure and backed up, held off site so the company can continue working in any event

  • Multiple Roles – Data is accessed dependent on roles and permissions within the App (QuickBase Database Application)

IGL migrated Approach across to Quick Base where the client can access data on any web enabled device, work from home, office or at their clients and have reduced hardware running costs.

Working in collaboration with the client, IGL was able to build tailored work flows and reporting that improves day to day efficiency. Letters, reports and legal referrals can all be generated, issued and tracked through the system.

Outcome

The client is now embracing cloud computing that Quick Base offers. They have a much improved system that has streamlined the way they work increasing their capacity to handle and help more clients going forward.

As new staff are taken on, induction training has been reduced due to the intuitive way that Quick Base works, together with processes that are easy to follow.

Client Support

All staff can easily update clients on progress with notes, tasks and statuses clearly displayed and quick to find on the system. This reduces the need for client call backs with many enquiries being answered instantly.

Client Login

A further improvement for credit control services is a new login capability where their clients can login and track progress on their accounts, add new accounts for collection and improve co-ordination between the client and the collection agency.

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