Automated Collections, Seamless Integration
Digilearning’s CFO, an experienced technical leader, recognized that these collections challenges could be addressed with the right toolset, and began a search for an automated solution that could handle significant collections volume, while seamlessly integrating their accounting and CRM systems. Chargent quickly emerged as a clear leader, bringing payment processing, automated collections, and customer data together in one powerful application on the Salesforce platform.
Consolidating their payments system and collections process in Salesforce with Chargent offered a straightforward answer to Digilearning’s core requirements. Course consultants can take payment over the phone during advisory sessions, and set up payment plans that accommodate their students’ diverse needs. All payment data is captured in Salesforce, where their customer data already lives.
Leveraging advanced automation tools was also a key priority. Chargent Automated Collections made it simple to streamline Digilearning’s collections efforts, including an initial migration of past-due accounts into their automated collections process. Customized, automated messaging helps them accommodate a wide range of payment options – and better reach their students.