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BI+ For Sales: Instant affordability checks & B2B data for Salesforce

By Creditsafe

Streamline sales processes from record creation to credit qualification to

No Ratings
Starting at $5,000   USD/company/year
Try It
Industries
High Tech
Professional Services
Travel, Transportation, & Hospitality
Business Need
Sales
Data Cleansing
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud
Service Cloud

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.

  • BI+ Benefits for Sales Teams

  • Salesforce BI+ Explainer Video

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Enterprise
Unlimited

App Details

Version
Creditsafe Risk Management/ver 4.7 4.7.0
Listed On
02/13/2025
Latest Release
05/02/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 14
Custom Tabs: 4
Custom Apps: 1
Lightning Components
Global: 12
App Builder: 0
Community Builder: 0
Languages
English
French
German
Italian
Japanese
Swedish

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
3.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/22/2022

Additional Details

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

Need help?

Creditsafe

Dublin, Ireland

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