Customer story · Debt collection
Credex needed a more structured way to manage debt collection as its Excel-based process became difficult to track and coordinate.
Business process
Microsoft Dynamics 365
ERP integration
Excel → D365
Collection in one system, linked to the ERP
Automated
Case creation, reminders and alerts
More time
For personal contact where it matters
01
As Credex’s debt collection activities grew, Excel became increasingly difficult to use. Information was hard to share and trace, multiple users could not easily coordinate their work, and employees lacked a clear overview of collection activities.
Routine tasks such as managing reminders, tracking payment commitments and coordinating customer contact required significant manual effort.
02
SplashDev first looked at how Credex’s collection process worked and what the team needed from a new solution. The key was to connect the collection process with Credex’s existing ERP system, improve visibility across cases and automate routine activities — while keeping employees involved where personal customer contact was needed.
03
SplashDev implemented a debt collection solution based on Microsoft Dynamics 365 and integrated it with Credex’s ERP system, bringing collection data into one structured environment.
Collection cases were created automatically, while alerts, personalised notifications and routine activities were handled through automated workflows. The system also tracked payment commitments and adjusted collection actions as circumstances changed.
04
Credex moved from a difficult-to-coordinate Excel process to a structured, connected collection workflow. Automated case creation, reminders and alerts helped employees keep track of collection activities and identify cases needing personal attention.
By handling routine tasks automatically, the system allowed employees to focus on direct contact with customers where it mattered.
Credex’s experience shows how understanding the process, connecting systems and automating routine work can come together in a practical solution.
Free process check
Book a free 30-minute call. We look at one of your processes together and tell you honestly what would help most — a better way of working, automation or a new system.
