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BI+ For Sales: Instant affordability checks & B2B data for Salesforce
Streamline sales processes from record creation to credit qualification to
Overview
50% of sales leaders say their teams waste up to 20 hours per week on leads that don’t meet the company’s credit policy. Creditsafe gives sales B2B data and instant qualification checks, so they can pursue sales confidently and onboard with accurate data.
See How BI+ For Sales: Instant affordability checks & B2B data for Salesforce Works
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.
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
Categories
- Business Needs
- SalesData Cleansing
- Industries
- High TechProfessional ServicesTravel, Transportation, & Hospitality
- Personas
- Business Operations ManagerData ProfessionalSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyManaged PackageSalesforce Mobile