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Pay.Me

Having a credit and billing policy with a good structure is a valuable tool for any company to
keep their financial health in balance.

Why do you need Pay.Me?

Maintaining or increase market share is a continuous challenge
that requires an efficient billing policy which satisfies the needs described below:

-Dynamics 365 BC-Dynamics 365 Enterprise-Sales-Microsoft Dynamics 365-RGPD-Commerce-Microsoft Dynamics NAV-Navision-Microsoft-Softwares

Ensure the maximization of collections in
order to improve the company’s cash flows.

-Dynamics 365 BC-Dynamics 365 Enterprise-Sales-Microsoft Dynamics 365-RGPD-Commerce-Microsoft Dynamics NAV-Navision-Microsoft-Softwares

Increase the perception of credibility
that the customer has of the company

-Dynamics 365 BC-Dynamics 365 Enterprise-Sales-Microsoft Dynamics 365-RGPD-Commerce-Microsoft Dynamics NAV-Navision-Microsoft-Softwares

Minimize future trade losses

Benefits

With Pay.Me, we aim to Connect people and data to help companies achieve
quick-wins and continue to capture market share.

Simple to use and effective. Having a credit and billing policy with a good structure, which is a valuable tool for any company to keep their financial health in Business:

Optimize the management of the collections process
and follow-up activities.

Centralize interactions between a company and their customers.

Allows a professional and cordial
attitude when billing

migrar

Scalable and highly compatible solution

EMPLOYEE-PAYROLL-navhr_red

Efficient traceability of the entire billing process

360-Vision-Employee Portal

360-degree view of outstanding amounts

Personal-Data-Management-Employee portal

Identify the customers debtor profiles

Planning-Routes-Enwis

Support the decision making process

Safety-Protection-Fraud Protection

Continuity process and security assurance

Requisites

Dynamics 365 BC-Dynamics 365 Enterprise-Sales-Microsoft Dynamics 365-RGPD-Commerce-Microsoft Dynamics NAV-Navision-Microsoft-Softwares

This solution supports connection to Dynamics 365 ERPs.

Dynamics 365 BC-Dynamics 365 Enterprise-Sales-Microsoft Dynamics 365-RGPD-Commerce-Microsoft Dynamics NAV-Navision-Microsoft-Softwares

Basic computer skills from the user’s perspective.

Scope

This application provides mechanisms (Power Automate Flows) that control processes in real time.
Entities such as Accounts,
Contacts and Invoices are automatically syncronized with ERP.
Automated Business Process Flows to facilitate
document tracking.
Access information through graphic Dashboards, ready
to be analyzed.

Key Features

Contact Management

Organize and record all necessary customer information in “Accounts
and “Contacts

Pay.Me automatically integrates data from Dynamics 365 ERPs.

Plano de Notificações 2 SMS

Notification Plans

In the “App Settings” area, plan
and define notification steps in
Notification Plans”.

Ensure correct timings as well as the use of suitable templates at each moment.

Allow the segmentation of notification flows by “customer type” as well as internal notifications of unfulfilled tasks.

Activities Management 

Keep track of interactions with customers (Email and SMS)
in “Activities”.

Planned Activities” provides a view of the future notification plans.

In the same way, visualize the internal tasks generated by the moments defined in the notification plans.

activities

Billing Documents Management

Access to “Invoices” through a process of synchronization with your ERP.

Access all relevant information, documents and products associated with each document.

Pay.Me automatically syncs data from Dynamics 365 ERPs.

Collection Movements Monitoring

Follow the progress of the billing process in “Customer Ledgers”.

The implemented business process flow (BPF) will be automatically controlled by Pay.Me.

The BPF mirrors the temporal context of the collection movement and indicates the moment of settlement.

SMS Template
Email Templates

Email and SMS Templates

In “Activities Design”, access
and customize Email, SMS and
Letter templates.

Dynamic content ensure the quality
and uniqueness of each Activity.

Keywords marked with # enable
dynamic content. *

Dashboard Analysis

Support the analysis and decision-making process with the information summarized in “Dashboards”.

Customize each dashboard with the views that are most convenient for you.

Each view is filterable, detailed on click and links to associated records.

Outlook 1
Outlook 2 tracking

Outlook Integration

Interact immediately with customers by connecting the notification flow related to billing documents to Outlook.

Allow your team to receive notifications of unfulfilled internal tasks without having to open another application.