Credit Request Workflow

Streamline and Automate Business Processes

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Credit-Request
CREDIT REQUEST WORKFLOW

Add Intelligence to the Tracking Process

Streamline the way your business manages credit requests from customers. Standardize your authorization form and set up workflows for appropriate approval and tracking. Empower customers to fill out the form online or allow the sales team to submit on their behalf. With WorldView, driving efficiency is key to maximizing ROI. 

"WorldView’s response time has been pretty quick, which is really nice. So far, everything we’ve had an issue with they’ve been able to resolve."

Dakota
Julie Moseley
Assistant Controller, Dakota Premium Hardwoods

"The simplicity is spot on, it’s exactly what we needed. It functions great and does exactly what was promised. It’s great that it’s simple."

Captial
Jon Zawodny
Information Technology Manager, Capital Forest Products
Reduce miscalculations or human error