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Boss Insights
Seamless access to your business customers' data within your CRM
- Industries
- Financial ServicesProfessional Services
- Business Need
- MarketingAnalyticsFinance
- Requires
- Sales Cloud
- Compatible With
- Sales Cloud
Qualify, engage and support your business clients with streamlined workflows and actionable insights based on standardized Open Finance datasets. Provide a seamless customer onboarding process for your business clients and smoothly sync data with your CRM
Highlights
Real-Time Access to Crucial Customer Data With real-time access to crucial customer data, the connector pulls relevant information from Salesforce, such as leads, accounts, opportunities, and contacts.
Automatic Invitations Once a lead is identified, the Salesforce Connector automatically sends out an invitation to these leads, asking them to share additional data.
Provider Details
Boss Insights provides Business Data As A Service bridging data gaps between banks and business customers.
Pricing Details
You can fully use this solution without payment.