Client optimizes its revenue by controlling cash outflow through a well-structured payment approval process
About the Client
The client is a largest industrial machinery and equipment rental and leasing Company in US having 70 years of expertise.
- We built a complex approval process to track and manage all records for approval limits and sequential hierarchy.
- Created auto-trigger process for re-approval whenever there is a change in the invoiced value.
- Specific rules were created for high value approvals.
- Ensured all high value invoices went through proper approval process.
- Increased the accuracy of purchase orders (PO) in combination with invoices generated.
- Optimized revenue through proper control of cash outflow.
Salesforce: Sales cloud
Technologies: Payment approval process, Salescloud, Auto trigger process, Complex approval process