CloudCollect
Manage debt collection workflows, payment promises, calls, and follow-up activities in Salesforce Platform.
West Coast Consulting GroupPaid
FX Collection
by Finexus Inc.SalesforcePaid
Manage loan collections in Salesforce with cure processes, tailored workflows, collector allocation, communications, and system integrations.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
FX Collection supports loan collection work through cure processes, organization-specific workflows, and allocation of work to collectors. It includes workload oversight, collector performance assessment, communication with end users, and connections to loan servicing systems. Its integration with Salesforce CTI supports incoming and outgoing collection calls. The add-in also connects with document-generation vendors and supports automated text messages and emails.
Key capabilities
from the Salesforce AppExchange listingLoan cure processes
Provides functions for managing loan cure activities during collection work.
Custom collection workflows
Supports workflows based on business-specific collection processes.
Collector allocation
Provides functionality for assigning collection work to collectors.
Workload management
Includes management of collection workloads.
Performance assessment
Provides functionality for evaluating collector performance.
CTI call handling
Uses Salesforce CTI to support automated outbound collection calls and inbound calls within FX Collection.
Automated communications
Supports automated text messages and emails for collection activities.
System integrations
Connects with loan servicing systems and document-generation vendors.
Who it's for
Companies, collectors, and agents managing loan collection activities.
How it compares
CloudCollect is described as supporting a repeatable debt-collection workflow that records collection information while allowing flexibility for collectors. FX Collection additionally lists loan cure processes, collector allocation, workload management, performance assessment, Salesforce CTI calling, automated text messages and emails, and connections to loan servicing systems and document-generation vendors.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| CloudCollect | Paid | Cloud |
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«FX Collection enable companies to manage its loan collection activities using various loan cure actions, business-specific workflows, and collector assignment. It further provides specific functionality such as workload management, collector performance evaluation, communication channels with end users, and …»