Frustrated by the inefficiencies of third-party collections? Agentforce Collections Assistance offers a streamlined recovery process. By intelligently guiding conversations, accurately capturing payment commitments, securely delivering payment options, and ensuring up-to-date contact details, you can accelerate collections, boost efficiency, and cultivate stronger customer relationships.
Overview:
Tired of collection calls hitting roadblocks? Equip collection specialists to have confident conversations and boost recovery! The Generate Talking Points topic empowers your specialists with borrower-specific scripts, turning hesitation into headway and excuses into effective resolutions. Guide conversations with precision, address concerns like a pro, and watch your recovery rates soar.
Actions Invoked:
Generate talking points
Data Sources:
CRM Data
Industry Data Objects Referenced:
Account, Collection Plan, Collection Plan Item, Financial Account, Voice Call, Notes
Overview:
Untracked or informal payment commitments often result in missed follow-ups and delayed recoveries. The Create Promise to Pay topic allows specialists to efficiently capture clear, time-bound payment promises—ensuring better tracking, automated reminders, and improved recovery predictability.
Actions Invoked:
Create Promise to Pay
Data Sources:
CRM Data
Industry Data Objects Referenced:
Account, Collection Plan, Collection Plan Item, Financial Account, Payment Schedule, Payment Schedule Item
Overview:
Complex or inconvenient payment processes can cause friction and delays in repayment. The Create Payment Link topic streamlines this by enabling collections specialists to send secure, ready-to-use payment links attached to the collection activity—making it easier for borrowers to pay promptly and reducing payment cycle times.
Actions Invoked:
Generate Payment Link, Get Payment Method Set keys
Data Sources:
CRM Data
Industry Data Objects Referenced:
Account, Contact, Collection Plan, Payment Link
Overview:
Outdated or missing borrower details can stall recovery efforts. The Get Collections Contact Information topic can search private and public databases to find current contact information for borrowers—helping collections specialists maximize outreach success and maintain momentum in the collections process.
Actions Invoked:
Get Contact and Risk
Information from Data Cloud
Data Sources:
CRM Data
Industry Data Objects Referenced:
Account, Collection Plan, Collection Plan Item, Financial Account, Financial Account Party
Financial Services organizations are prioritizing efficiency gains, personalized customer experiences, and robust risk mitigation. Agentforce addresses these imperatives by seamlessly extending your workforce and providing always-on customer service. This intelligent digital labor empowers your employees and enhances customer satisfaction.
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Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
