login a secure environment is provided

29
It is our pleasure to provide a short presentation of the Creditworthy Industry Credit Group Program. Creditworthy has combined the internet and advanced database programming to improve information gathering, storage and delivery of valuable credit information to group members. The result provides many exciting benefits to the membership. Thank You! Use arrow keys to navigate < >

Upload: ron

Post on 15-Jan-2016

15 views

Category:

Documents


1 download

DESCRIPTION

- PowerPoint PPT Presentation

TRANSCRIPT

Page 1: Login A secure environment is provided

It is our pleasure to provide a short presentation of the Creditworthy Industry Credit Group Program. Creditworthy

has combined the internet and advanced database programming to improve information gathering, storage

and delivery of valuable credit information to group members.  The result provides many exciting benefits to the membership.

Thank You!

Use arrow keys to navigate < >

Page 2: Login A secure environment is provided

LoginA secure environment is provided.

Page 3: Login A secure environment is provided

Group HeadquartersThe starting point for all group activities.

Page 4: Login A secure environment is provided

Credit Reports

Credit Reports provide a wealth of information to the members. The information is derived from the accumulation of demographic information, trade experience and alerts. Trade experience records are kept for 5 years, and information is displayed in summary and detailed format.

Page 5: Login A secure environment is provided

Credit Report – TopThe top of the report shows demographic info, access to

Public Co Info and Yearly Pay History Index

5 years of trade experience provide

valuable pmt trends!

Public Co info

Demographic info

Page 6: Login A secure environment is provided

Credit Report – BottomBottom of the report shows the Monthly Trade Experience Summary.

This will summarize up to 18 months of trade experience records.

Click on the monthTo obtain detailed info

Page 7: Login A secure environment is provided

Credit Report – DetailThe detailed report displays all information submitted by each member

Page 8: Login A secure environment is provided

Public Company Information

Public company information is available on most U.S. and Canadian public companies. Information available includes financial statements, 7 year trend analysis, charts, news and industry comparison reports.

This information is easy to obtain – just provide the ticker symbol!

Page 9: Login A secure environment is provided

Financial StatementsAccess 10Q and 10K reports

Page 10: Login A secure environment is provided

7 Year Trend Analysis7 year trend analysis provides both annual and quarterly data.

Page 11: Login A secure environment is provided

Alerts

Alerts can be sent to all members of the group on a real time basis. Members receive email notification and the alert is

displayed on the Alert List and also in the Credit Report

Page 12: Login A secure environment is provided

Alerts – ListAll alerts are maintained on the Alert List for 30 days.

They also are displayed on the Credit Report

Page 13: Login A secure environment is provided

Meetings

Meetings are one of the most important parts of group activities. The program assists the members with 4 tasks:

1. Meeting Announcement 3. Report Experience

2. Submit list of names 4. View / Print meeting results

Page 14: Login A secure environment is provided

Meetings – Main PageMembers must submit a list of customers, report their

experience and then view and print the results.

Page 15: Login A secure environment is provided

Meetings - Submit NamesMembers select the companies to be discussed during the meeting

Click on box to addName to the meeting list

Page 16: Login A secure environment is provided

Meetings – Trade ExperienceMember can manually enter trade experience or

upload records electronically to the database

Enter manually or upload

Page 17: Login A secure environment is provided

Meetings – View MeetingOnce all the members have submitted their trade experience,

they can view and print the results to bring to the meeting

Page 18: Login A secure environment is provided

Trade Experience

The program allows members to request trade experience between meetings if the customer record is out of date or brand new. The

request is sent by email to all members. This is an especially important feature on groups whose members do not upload their

trade experience records each month.

Page 19: Login A secure environment is provided

Trade Experience – SubmitMembers can manually submit experience or upload it electronically.

Page 20: Login A secure environment is provided

Customer Information

Members can add new customers manually or when records are uploaded electronically. Customer information can also

be edited and deleted (must be approved by host).

Page 21: Login A secure environment is provided

Customer Reports

There are 7 valuable customer reports available in addition to the Credit Report. These include Alert,

High Credit, Balance, Past Due, Pay History and Public Company Reports.

Page 22: Login A secure environment is provided

Monthly Pay History ReportThis report is one example of the many reports available. It ranks all

customers according to how they pay (DBT)

Sorted by DBT

Page 23: Login A secure environment is provided

Group HeadquartersWe have returned to Group Headquarters. Take note that we have only covered a

portion of the features available. Some of the best is yet to come.

Page 24: Login A secure environment is provided

Additional Features

• Industry Info – allows the group to maintain outside web sites that are important to the group.

• Account Monitoring – This program allows members to monitor a list of customers and then each month the program will send out an electronic file with the previous month’s pay history record for those customers.

• Member Info – Displays information on each member of the group. It is a good way to get to know the other members.

• Schedule of Events – Shows future events

• Transfer Program – Provides instructions on how to electronically transfer records into the group database

• IICG Instructions – Provide online instruction.

Page 25: Login A secure environment is provided

More Features

• Powerful Search Capabilities – Search by name, DBA, principals, city, state, etc.

• Customer Maintenance – Powerful tools to locate duplicate customers and to merge records

• Administration – Many powerful admin programs.

• Member Participation - Reports can determine member participation.

• Customer Web Sites – Access customer web sites directly from program.

• Much more . . . .

Page 26: Login A secure environment is provided

Training

In order for each person to feel comfortable using the program, members will want to learn as much as they can. Creditworthy will offer several methods of education, including email, online courses, education at meetings and one on one sessions.

Page 27: Login A secure environment is provided

Help Desk

We maintain an office in Florida and Oregon and have people available to assist the members when there are questions or problems.

In addition, we offer computer, program and internet maintenance on a 24/7 basis.

Page 28: Login A secure environment is provided

Program Used By Many Groups

The Creditworthy Industry Credit Group Program is used by over 35 groups, including groups from 8 NACM affiliates & FCIB

NACM Ohio NACM Connecticut

NACM S Texas NACM W PA

NACM San Diego NACM St Louis

NACM Colorado FCIB

Two groups from Canada are also using program

Canada Raw Material Chemical Canada Plastics Group

Page 29: Login A secure environment is provided

Thank You

Thanks for viewing the online presentation of the Creditworthy Industry Credit Group Program.

For more information, please contact Rich Hill at 503-694-5897 or [email protected]

Click to return to Creditworthy