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View downloadsFinance scenario: Collections coordination
Download this scenario guidePotential benefits
Cash flow acceleration
Speed decision making
Using Copilot to collections coordination
1. Surface oustanding invoices
Ask Copilot to identify customers who have outstanding invoices using plugins built with Copilot Studio.
Copilot
Copilot Studio
Speed analysis by connecting Copilot to your data in CRM and finance systems.
2. Build call script
Use Copilot to refine the call script used to communicate the unpaid invoices to customers.
Copilot in Word
Build conversation script, suggesting the most effective and policy compliant approach to remind of the balance and negotiate payment terms.
3. Call customers
Call customers who have outstanding balances to provide guidance on creating a payment plan.
Copilot in Teams
Simplify capture of customer intent and production of call notes.
4. Send payment reminders
Use Copilot in Outlook to draft a follow up email beginning with the recap of the phone call.
Copilot in Outlook
Automate drafting of emails and use Copilot to revise the tone based on the customer situation.
5. Update financial data
Use Copilot to help find notes from meetings,, emails, and chat for crafting updates document the payment plan in the finance system.
Copilot
Simplify the process of updating customer records by collecting information from various sources.
6. Update legal team
Draft a summary of the collections cycle for the legal team. Draft the message with Copilot in Word, including references to associated documents and emails.
Copilot in Word
Quickly find and summarize documents related to a customer.
