Credit Request Workflow

Streamline and Automate Business Processes

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."

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."

Jon Zawodny
Information Technology Manager, Capital Forest Products

INCREASE. ENFORCE. MITIGATE. MONITOR. NOTIFY.

Key Benefits of
Credit Request Workflow

Capture data from
the source

Gain transparency and provide more clarity to customers

Deliver complete
audit history

Give salespeople real-time notifications and more time back in their day

Reduce miscalculations or human error

READ OUR BLOG

5 Reasons Why Reporting Dashboards Are Essential for Businesses

Data is vital to the success of businesses. It helps business owners and executives spot patterns, anticipate outcomes, and make informed decisions. In fact, according to a Deloitte survey of executives from 75-plus companies, more than 80% of respondents stated that data analytics supported their business strategies.

Capital Forest Adopts Automation With Worldview

Capital Forest believes automation to be the way to go forwards and into the future. Before having a dedicated workflow in place, Capital Forest’s team wasn’t able to effectively keep track of any rhyme or reason when they were accepting customers' and clients’ returns. They also didn’t have a policy set in place to handle the time frame and conditions for such requests. Find out how they overcame this obstacle by adopting Credit Request Workflows with WorldView.

5 Ways Businesses Can Benefit From Automating Vendor Information

Most businesses work with numerous vendors. In fact, according to BeyondTrust, the average business works with 182 vendors every week. Keeping track of hundreds of vendors can be challenging, particularly if done manually. That’s why companies need to automate their vendor information. Automating new vendor information can enable businesses to streamline their processes and enhance their organizational efficiency.

ENTERPRISE CONTENT MANAGEMENT

With WorldView Enterprise Content Management, indexing, storing, and retrieving documentation has never been easier. Built for any size operation, ECM can be directly integrated with your organization's Enterprise Resource Planning (ERP) platform and provides the ability to manage all documentation in a single repository without limitation.

AP INVOICE AUTOMATION

WorldView Accounts Payable Workflow Automation is an electronic document and information routing system, which allows for daily transactions to be processed more efficiently and accurately than traditional paper-based processes. Create efficiency within your organization, while also providing full visibility and governance over critical business processes.

NEW ACCOUNT UNITY FORM

Collaborate with WorldView to streamline your new account approval process and build dynamic forms and workflows that route required information exactly where it needs to go. We can help simplify the capture of new vendor information along with many other enhancements such as new customer approval, purchasing requisitions, expense reimbursements, or even time off requests. Save headaches and improve user experience with simple and easy to use technology.

GET IN TOUCH WITH OUR TEAM

Reach out today and see what WorldView can do for you.