Customer avatar 1
Customer avatar 2
Customer avatar 3
Customer avatar 4Secure Your Business with the Risk Assessment Program
Octapull SFA Risk Assessment Program digitizes risk management for field sales and finance teams. It enables you to manage sales processes securely, centrally, and measurably by tracking collateral, approval mechanisms, and current risk limits, thereby predicting risks.
What is the Risk Assessment Program?
Octapull SFA Risk Application allows businesses to identify, prioritize, and take precautions against financial and operational risks they may encounter. Thanks to its customizable structure for businesses of all sizes, you can quickly implement processes suitable for your risk tolerance.
Key Features of Octapull SFA Risk Analysis Application
Prevent time loss with our module that digitizes your business processes, make a difference in financial management!
Defining Risk Sources
It creates an assessment infrastructure by defining business-specific risk elements.
Risk Assessment Infrastructure
It creates a measurable risk structure by systematically analyzing defined risk elements.
Approval Mechanism
It ensures controlled progress by defining an approval process for large orders or risky customers.
Order-Based Risk Control
Orders are automatically evaluated according to defined risk limits.
Flexible Risk Group Definition
It personalizes risk management by adding new risk categories as needed.
Automatic Reminder System
It automatically tracks the validity dates of guarantee letters and promissory notes via email.
Collateral and Promissory Note Tracking
It allows you to foresee delay and validity risks.
Current Risk Limits
It makes sales decisions data-driven by creating risk scores for current accounts.
Detailed Risk Reporting
It provides comprehensive reports for sales and finance managers to analyze risk processes.
Let us call you for detailed information
Leave your contact details and message, our team will get back to you as soon as possible.
4.9/5
4.9/5
4.9/5
4.9/5Benefits of Using the Risk Assessment Program
Important benefits our module provides you:
Prevents Financial Losses
Protects the cash balance of sales with current risk limits, prevents financial losses.
Ensures Operational Efficiency
Reduces manual processes with automatic notifications and systematic analyses, increases team efficiency.
Provides Full Audit
Securely controls transaction processes with customizable risk limits and approval mechanisms.
Provides Competitive Advantage
Manages risks effectively, ensures operational stability, and provides a competitive advantage.
Brings Strategic Foresight
Provides data-driven decisions by examining risk trends with advanced reporting and analyses.
Increases Corporate Reliability
Strengthens stakeholder trust with transparent processes and controlled transaction flows.
In Which Areas Is the Risk Application Used?
Sales
By checking current risk scores before orders, it automatically warns teams about situations like exceeding sales limits. This ensures that field sales proceed more securely and controllably.
Finance
It analyzes and classifies critical financial situations such as collection risk, overdue term-credit risks. Finance teams protect cash flow by early detection of risky current accounts.
Operation
It reduces operational risks by monitoring parameters such as stock value loss, risky product groups, and collateral validity periods. This makes stock and product management more secure.
Management
It provides detailed reports and central risk analyses for management teams. It contributes to data-driven management by creating strategic insights in decision support processes.
Increase Operational Security with Digital Risk Management
Octapull SFA Risk Module enables field sales and finance teams to work with common data. Sales teams can access risky current accounts within the system; they can instantly report transactions carrying collection risk from the field to the center. This structure provides maximum security in operational decision-making processes.
Risk Assessment Program Prices
Octapull SFA Risk Module is priced specifically for each business's needs. Different packages are offered based on the number of users, integration level, and requested modules. Contact us immediately for a special demo and offer.
Reach Us Anytime You Want
We are always here. You can reach us via email, phone, or WhatsApp, or you can leave your contact information for us to contact you directly.