D&B Credit Check for Salesforce

Company not found

A processing error occurred. Please retry your request in a few moments. Company not found. Doesn't matter which company I search. I can google the D&B report for a company, update the SFDC account name to match that name, and still cannot get successful search results.

Solid addition.

Great tool for adding a key piece of data for credit checks to our contact data and making key decisions.

Easy to Install, Configure and Maintain

This app is a quick win if you utilize D&B for Credit Approvals.

DNBi Service will clean and enhance your data and processes...

After a seamless test in the sandbox, this package was implemented in production after a few meetings with the professionals at DnB. Since it's inception, this magnificent credit data retrieving tool will make it apparent if you are speaking to the proper customers to grow your business.

Great time-saving tool

As a non-certified Salesforce.com administrator, the app was very easy to install and I had my organization up and running in less than an hour. Not only did we accelerate our account set up time, we also are able to provide a potential credit limit to new customers when prospecting. This not only provides added-value to the customer, but saves time with our sales team to know upfront if potential customers will need credit references based on not meeting our scoring criteria.

SFDC Credit check integration APP. Loving it!

We installed the SFDC Credit check integration APP in 2016 (off the shelf). Its main functionality is to initiate the credit check process from SFDC into Dnbi based on built in policy/credit rules in Dnbi it’s approved/pending and a credit limit is assigned. The credit decision is then returned to SFDC with the credit approval reasons along with the credit limit. Previously the entire process was manual, including entering the credit decision in SFDC. The integration App helped us to further automate the credit decision, eliminating many manual steps and streamlining our process. It allowed us to handle larger volume of transactions with less amount of time and no additional head count; we were able to reduce the time from 20 minutes of credit approval for each customer to 10 minutes. At the same time, it automated the process of notifying sales and Sales Order Organization of the credit decision with score details, AR balance and approved credit limit. We use this App for North America accounts only, we are very much interested in seeing it apply to our global customers. In brief, we are very pleased with this App, we did not encounter any significant issues during the install. D&B team were very helpful in getting us set up.

Not Free to use, misleading offer as of April 25, 2016

Check with your D&B rep before installing. As of this writing the app still says it's free, but D&B will not allow you to turn on the convenience of pulling D&B data through the app without a big upfront installation fee. Crazy, as we are a DNBi customer. But in order for us to get the benefit of pulling the data in SalesForce, we have to pay a fee, when we are already a subscriber. I suspect this will change as customers share their outrage but for now, avoid.

NOT AVAILABLE FOR UK CLIENTS

We are a DNBI customer and I was surpised when I learned that this app won't work for Non-US Customers. At least they should have stated that in the documentation so that I should have not even tried it.