Business Intelligence Plus

Highlights

• Simplify data management: Connect your account and lead records to Creditsafe, allowing you to match and enrich your records with 600+ verified business fields including Credit Score, Director Details, Parent Company, Turnover and much more.
• Automate credit checks: Save up to 70% of time spent completing credit and compliance assessments. Action automated credit policies or pre-qualification checks with the click of a button directly within a Salesforce record.
• Never miss an important change: Whether a customer moves offices, they report record earnings, their credit score changes, or a director leaves, we will alert you via email and in-app, so you can act when it matters most.
• Always accurate records: Forget about manual data entry and out of date records. Account data is refreshed every 7 days so you can be confident your decisions are being powered by accurate insights.
• Supercharge your performance: With a single source of rich, standardised and accurate data you’ll minimise the need for manual data entry, enhance native reporting capabilities, be able to automate more workflows, boosting efficiency and performance.
• Built to fit your business: Take control of your set up with self-configured setting and changes which are implemented in real time. Roll out Creditsafe features to as many users as you like, with customisable permissions and minimal training required.