Mobile application for sales reps: a direct link between finance and the field

At last, a collection solution designed for sales teams

At Aston AI, we know that salespeople and CSMs play a key role in customerrelations… but are too often excluded from collections. That’s why we’ve designed a mobile application that puts customer data at the fingertips of field teams.

Why involve sales staff in collections?

  • Because they have a special relationship with the customer
  • Because they are in contact during critical reminders (disputes, blockages)
  • Because they prepare meetings, visits, closings

Giving them access to outstanding amounts, scoring and ongoing reminders gives them the keys to anticipating unpaid invoices and smoothing customer relations.

Key features of the Aston AI mobile application

  • Access to customer files: outstanding amounts, overdue items, promises to pay
  • Scoring display: scores from 0 to 20 in real time
  • History of follow-up actions (e-mails, calls, disputes, etc.)
  • Link with the collection manager
  • Push notifications for critical events

Available on iOS & Android. Ultra-light, secure interface.

Aston AI: From Order to Cash

Founded in 2011, ASTON AI, voted Fintech of the Year 2015, has revolutionized the receivables management market in ten years by offering a high-performance, simple, comprehensive and innovative platform. ASTON AI platforms benefit from 10 years of continuous technological development and an in-house R&D department dedicated to digital services.

Concrete usage scenarios

Before a customer visit

  • The sales rep consults: – Total outstanding and overdue amounts – Latest reminders – Open disputes.

  • He adapts his approach, anticipates objections, and alerts the collections department if necessary.

During a closing meeting

The CSM accesses the scoring, can check if a block is in progress, and make a quick decision with the customer.

On the move

The sales representative is notified of an unpaid invoice or a block on a customer account. He can send a message, notify the collection team or simply note a promise to pay.

Key benefits

  • Fewer silos between departments
  • Better reactivity in case of blockage
  • Improving customer satisfaction
  • Reduce litigation and DSO

Why it's unique on the market

Aston AI is the only collection platform to offer a mobile application designed specifically for salespeople. Other tools focus solely on back-office functions.

With Aston AI, finance works hand in hand with operations, on a common basis.

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Aston AI