Pekao Faktoring: smarter, faster sales process automation.
The Challenge
Pekao Faktoring, a leader on the Polish factoring market, was handling a rapidly growing volume of documentation. With growth came complexity sales processes like quoting, application handling, decision-making, and contract signing needed to be faster and more reliable. On top of that, the company needed better organization of factoring documents across client portfolios, plus more efficient reporting and archiving.
The Solution
We implemented the ChiliWorkflow system to support the entire sales lifecycle from the first quote, through application processing, all the way to contract signing. The system automated key steps in the process and introduced a structured workflow for handling factoring applications. All documents are automatically assigned to the right client folders, making it easy to track and access complete case histories. Advanced reporting features also gave management clear insight into process quality and performance.
The Results
Sales processes became fully structured and automated, which significantly improved speed and consistency. Moving from paper-based handling to a digital workflow made factoring decisions much faster and more predictable. ChiliWorkflow is now both a daily operational tool and a reliable source of insight into service quality for management.
Kluczowe korzyści:
- All factoring documents (applications, forms, attachments) stored in one organized place
- Faster processing and decision-making thanks to automated workflow steps
- Full visibility into document status at every stage
- Better control and quality tracking of sales processes through built-in reporting tools
