BI+ For Sales
Instant affordability checks & B2B data for Salesforce
By Creditsafe
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $5,000 per company per year
- Listed since
- 2025
About BI+ For Sales
Streamline sales processes from record creation to credit qualification to
Unleash the full potential of your Salesforce CRM with Creditsafe’s Business Intelligence Plus app (BI+). With a single app, connect your Salesforce with world-leading business data, prospect qualification tools and real-time business change alerts, delivering insights that supercharge your Sales Teams’ productivity and performance.
Whether you are looking to accelerate deal velocity, avoid sales being rejected by finance or make sure contracts and invoices contain the right company data first time, your teams need company data they can trust. BI+ connects your Salesforce org with accurate & verified business data across 200+ countries & territories, with tools to qualify prospects, automate data management & improve efficiency.
- Create & enrich record with up to +600 fields.
- Schedule automatic data refresh every 7+ days.
- Automate pre-qualification checks in line with your credit policy.
- Check business affordability & connect with accurate invoice details.
- Explore group structures & identify parent companies.
- Company monitoring alerts.
- Flag out-of-business records.
- Check businesses against the OFAC list.
- Identify duplicate records.
+ many more features
Highlights
- Close the Right Deals: Stop wasting time on prospects that aren’t right for your business and could be rejected by finance teams. Business Intelligence Plus allows your teams to pre-qualify their domestic and international prospects in just a few clicks.
- Connect to Document Generation: Once you've got a sale, there's no need to waste client time and slow down onboarding by requesting their business details. Contracts and invoices can be generated knowing you already have the correct details in Salesforce.
- Minimise Data Entry: Instantly create lead and account records that are pre-populated with up to 600 firmographic, financial and affordability data points. Account fields can be automatically refreshed every 7 days or manually on demand.
- Gain New Sales Insights: Data quality can make or break your insights. With commonly formatted and globally standardised fields, Creditsafe minimises the inconsistencies and gaps in your database that prevent you from discovering your best-fit markets.
Screenshots and videos
Pricing
Paid, from $5,000 per company per year.
| Plan | Price | Billed |
|---|---|---|
| Starting at | $5,000 per company | Yearly |
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Requires
- Sales Cloud
- Service Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on April 22, 2022
- Industries
- High Tech
- Professional Services
- Travel, Transportation, and Hospitality
- Languages
- English
- French
- German
- Italian
- Japanese
- Swedish