Cforia.autonomy

Avantages

In the AR world, Cforia allows the User to Track, Add Notes, and Documents to all activity related to Open Invoices & Disputes. One can set Reminders, Rules, Action Plans, Customer Letters, Statements, etc., which can be emailed straight out of Cforia with attachments. The system can accommodate multiple Companies, Currencies, with Parent/Child Relationships. The ease of moving through Cforia is just a click away, with Credit Information, Open Invoices, Open Orders, Payment Trends, Notes, Audit trails, etc.. The software can give the viewer a clear overview of a Customer at a High level, or in a Detailed Manner. Exporting Customer information out of Cforia is easy, and allows further Detailed Analytics that can be utilized at the AR level, up through Sales, Marketing, and Upper Management for Customer Financial Reporting.

Inconvénients

As a Customer, it would be helpful, if Cforia could add more analytics to Customer AR activity by months, years, to trending related to AR balances and how the customer paid, evaluating AR growth. Additionally, developing a Customer Promotional Tracking program as well as Customer Deduction Management tracking. Cforia needs to enhance this side of the software, for tracking and trending. It would be beneficial, if Cforia could either collaborate or create Customer Invoice copies to be housed in Cforia for Open/Closed Invoices.

Avantages

The ability to see all our customers that have multiple parent/child relationship. The format is easy to ready, and quickly responds. Still trying to understand the Rules/Reporting and printing letter process.

Inconvénients

I would like to see the UAT environment be set to a different background color or some other form of identifying which environment you are currently logged into. There are times where I have clicked on the wrong link and thought I was in the production environment and later realized I was not.

Avantages

The most important feature of Cforia for us is executing dunning runs. We do this frequently because no contact collections are very important due to how large our portfolio is. We also recently implemented a customer portal for customers to obtain their own invoice copies, which has cut down on lots of unnecessary work for our A/R staff.

Inconvénients

We have had some difficulties with integrating data from flat files for one of our operating systems, which has caused some inaccurate data in the system.

Avantages

The integration of this software was extremely smooth and took very little time from our side. Cforia did a great job training.
The system has worked great for our needs and continues to help keep our AR in great shape.

Inconvénients

Only thing that we have had issues with was waiting on the rollout of the new instance as this is going to correct the minor issues we had in some reporting.

Avantages

This application is easily customizable to fit your business needs and can be deployed across different market strategies. Workflow automation, letter-engine capabilities, reporting and metrics are powerful tools to drive productivity and results.

Inconvénients

Our implementation created some unique challenges with Cforia, such as the multiple levels of hierarchy that impacted our ability to roll out Cforia Portal, as well as ability to classify and workflow multitiered deduction transactions. The Cforia team has been a tremendous partner to help us bridge these gaps by identifying best practices across the value stream to streamline these scenarios.

Avantages

The flexibility of running reports from the Transaction Dashboard gives you the ability to retrieve vast amounts of detail without spending a lot of time putting together the report. The software is very user friendly and allows the users to be in one Dashboard for most of their duties.

Inconvénients

There are no aspects of the software that are difficult to use. The overall ease of deployment and the software support through Cforia makes the transition painless.

If there was one item I would suggest to have in the future, it would be cash postings for customer with stand alone deductions.

Avantages

The ease of use and the ease of training new employees are the items I like most about the product. Also, having it be a one stop shop for sending invoices, statements, follow up, notes and all collection activity is a huge positive. I also love the reporting module. It provides me a easy way to review data and I'm able to make AR decisions with my department.

Inconvénients

Not having the rules automation functionality working does take a big chunk away from the efficiencies promised.

Avantages

Great product with world class customer service. The team at Cforia is always there ready to help and resolve our issues. We've even had a few instances where we wanted to utilize some custom fields, where they went above and beyond to help us get what we wanted.

Inconvénients

There needs to be the option to filter / sort on all data fields within each view. This has been the one thing where we'd like to see some improvement. Instead of limiting some of the data options, open it up to anything the user wants to be able to use.

Avantages

The automation is great. All our data is in one place and we can customize how we want to see, send, report on this data

Inconvénients

Not a deal breaker, but it would be nice to have the users screens in multi language.

Avantages

Upgrading to CA has been critical in helping us achieve best in class results! The features help us keep our folks accountable.

Inconvénients

We don't have any issues at this time. We are satisfied.