One-click follow-up: pre-written email, attached invoices, history preserved
What was done
A Follow-up button opens a pre-written email: list of due invoices with number, amount and due date, total to be paid, and a reminder template signed in the sales rep's name. Temporary links to the PDFs of the relevant invoices are generated to be attached to the send-out, and the email can be opened directly in the user's mail client.
Each follow-up — email or phone call — is recorded with its channel, author, internal note, and the invoices concerned. The complete history is visible on the client file.
Client benefit
Drafting time drops to a few seconds, the tone remains consistent regardless of the sender, and above all: the collection memory is no longer in individual mailboxes. In the event of a dispute or absence, anyone can take over the file with the history right in front of them.
Results achieved
- Relance envoyée en moins d'une minute, pièces jointes incluses
- 100 % des contacts historisés (e-mail et téléphone)
- Reprise de dossier immédiate en cas d'absence