Assimilator Credit Control is a module that can work as stand alone or better in conjunction with the other Assimilator Modules.

The credit control module includes the automatic documents collection module.

• Integrates with credit check services of choice
• Keeps track of all credit check request
• Saves documents automatically against the client profile

Features

• Integrates to Sage, Pastal, Accpac and others
• Prevents duplication of job cards.
• Forces re-checking of existing clients periodically

Schedule various types of contact interactions, such as calls, meetings, appointments, follow up’s and requests. Specify your own activity types. View activities via the group calendar or interactive list. Integrated with MS Outlook or Google Suite for mail, contacts and calendar.

Schedule follow-up tasks, track customer information, such as competitor and influencer information. Powerful forecast, quota assignment and opportunity tracking capabilities for in-depth sales analysis.

Create complex quoting documents within minutes, integrate with general ledgers such as pastel, sage and Accpac, keep track of accepted quotes, required follow ups

When sales requires finance and or back ground checks online and mobi-applications collect all relevant information.

Convert quotes in multiple Sales Orders for which Purchase orders need to be collected. Keep track on actual purchase orders, and related monitory value.

Keep track on purchase order fulfillment, which can consist of multiple stages such as installation procedures, assembly, packing etc.

Import leads form CSV or create a hot integration on a legacy system. Assign source codes to different batches and leads to help you segment your database on how the lead was obtained.

Pre-configured dashboards & new dashboard that can be created on the fly. These can be customized to show any type of relationship.
Analytics dashboard can automatically refresh periodically and can be placed into a viewing sequence as rotating news boards in call centers and helpdesk hubs.

Customized marketing campaigns. Integration with Constant Contact email marketing suite. Target the right contacts for each customized marketing campaign.

Schedules calls based on pre-set rules for agents. Assimilator features such as click-to-dial and auto-call, which gives an agent a certain time frame to call their clients before the system force dials on behalf of the agent thereby by increasing Productivity within the organisation.

Inbound calls create a POP-UP and are automatically routed to clients in the database or can be linked to clients via the Inbound Call Distributor.

Assimilator can create dial lists that are placed into predictive dialer environments such as the popular VICCIdial, every connected call is flagged as a pop-up.

Clients can record all in and outbound calls and these calls can be linked to the records in Assimilator. Clients have options to only link successful calls.

Built – in automation to collect and file documentation with document collection status as communicated with the clients using both E-mail and SMS.

Built-in reconciliation that allows reconciliation of goods received, notes against purchase orders or volume and value as well as creating invoice and/or payment advice.

Assimilator Call Center takes a selection of Assimilator CRM features and applies it specifically to call centers. Assimilator Call Centers focus on allowing agents to focus on their calls not on administration and auxilary activities such as e-mails, priority selection, queries etc.

Automation and formalization taking the bulk of those issues away to allow agents and their managers to focus on the tasks at hand: Calling.

Introduction

Sales is one of the first processes in a organisation. If a sale is not performed correctly, a multitude of problems occur in the implementation process. Rather than fixing an incorrect sale it is better to prevent it! Customised quoting is in many cases key to flowless delivery. In other words: Rubbish in; Rubbish Out! In Assimilator tems: perfect data in: perfect process follows.

Quotes

Assimilator makes sure that all rules are adhered to. Only correct product combinations are sold. All (correct) options per product are added. Assimilator allows for multi-nesting of product options. (A product can have options while options have sub-options).
Quotes are typically added in a quote status list, this is a place where agents can see the progress of their quotes, if a quote was approved, if a quote was accepted, if the client passed credit control etc. The Quote status is completely customizable, any relevant status can be added.

Assimilator automated document collection is an Assimilator module where a document request is scheduled against a client. The client receives the document request by E-mail or Message. The request clearly stipulates which documents are required with an explanation of documents and accepted variations. I.E. proof of address can be a Telkom Account, a home loan statement etc.

Clients are automatically reminded about received and outstanding documents, while eventual non or incomplete receipts can be escalated. Collected documents are automatically filed. Assimilator Automatic Document Collection can run stand alone or can work in conjunction with other Assimilator modules or can be integrated into other systems.

Assimilator is web-based an can be hosted anywhere.

CRM is not really CRM if it doesn’t give a holistic picture of client work related data, almost without exception integrations are required to make that happen. The key of an integration is visibility and maintainability.

Within a larger system, integrations are most vulnerable to changes without notice and require a special tools to keep all integrations unified, allow for checking which functions fail without shutting the whole system down.

Integration & Workflow Engine

Assimilator Enterprise Manager is the integration and workflow engine for the Assimilator Platform. Assimilator Enterprise Manager is a script based integration and workflow engine that can be operated by system administrators. Pre-configured functions for a range of 3^rd party systems including, Pastal Partner, Pastel Evolution, Accpac, PDF permutation, Generic Database, Excel, Word, FTP, Crystal Reports, Xperian, Finance27, FTP Mail server, Icollate, Imaging, Microsoft Office, Paysoft, Protas, Vodocam SMS, SML

Tender Management is a tender building platform for big and small Supply Chain Management Teams alike. It has a build-in department manager to give more visibility to tender processes across multiple departments.

Tender Manager aims at improving the credibility of professional public Supply Chain Management Teams. Tenders are build electronically from re-useable document components that are stored in a library.