Salesforce.com

Creditsafe for Salesforce.com

Integrate Creditsafe into your CRM

Seamlessly integrate trusted credit, financial and contact data into your Salesforce.com CRM. By using the Creditsafe for Salesforce.com plugin you will benefit from receiving unrivalled credit and business intelligence on 230 million companies in 70 countries.

Import, append and update company, contact and credit information directly from within Salesforce.com. View real time credit and financial information without the need to directly login to your Creditsafe account.

  • Automate credit decisions
  • Append credit ratings and limits
  • Enhance customer & prospect data
  • Instantly verify business addresses
  • Verify decision maker contacts

Request access to the Creditsafe for Salesforce.com API today.

Features

Company Data

Instantly enhance customer data with business addresses, phone numbers, web addresses, business descriptions and key contact information.

Credit Data

View company credit information directly from within Salesforce.com by incorporating credit limits, credit ratings and other key financial data.

Usage

Integrated usage dashboards allow administrators to keep track of who is using the application within your organisation.

Security

Define permissions according to user profiles to restrict who can create new accounts thus avoiding duplicate or incomplete records.

Talk to us, we love it!

Speak to a Credit Risk Consultant today and discover how Creditsafe can help streamline your business processes, reduce credit risk and empower your sales and marketing.