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Moody's Orbis for Salesforce
Harness Moody’s for Better Insights & Increased Efficiency
Overview
Moody’s Orbis for Salesforce integrates one of the world's largest database of private company information into your CRM, enhancing decision-making with detailed B2B data. It improves customer insights, risk management, and opportunity targeting.
Easy access to quality data so that you can enrich and refresh your existing data and find the best companies to target, based on financials, industry, size, ownership and much more.
Identify and prioritize companies most likely to buy from you by determining which accounts warrant the most sales attention, while avoiding companies that can’t afford to pay you or that would fail your onboarding checks.
Liberate your sales team from manual processes and give them more time to sell. Our connector increases efficiency by streamlining processes and providing more actionable data, that’s automatically refreshed to keep it current.
Create customer and partner ‘golden records’ by seamlessly combining diverse data sets and integrating with various systems. This standardization enhances data governance, reduces risks, and boosts operational efficiency.
Enrich your existing datasets with our extensive information on firmographics, financials, cyber scores, probability of default and more. This comprehensive coverage provides robust, relevant insights for more confident decision-making.
Increase the speed and accuracy of customer onboarding by adding our compliance and TPRM data into your workflows.
Access one of the most comprehensive ownership database of entities and ownership hierarchies, including beneficial ownership and corporate structures, to gain insight into company linkages and control, and the decision makers you’re trying to reach.
We offer standardized and comparable firmographic, financial, ownership, and securities data for over half a billion entities worldwide.
Moody’s is a leader at harnessing data and analytics to give companies the insights they need to navigate risk and uncover opportunity. Moody’s Orbis for Salesforce integration provides access to one of the most extensive database of private company information, along with public company data. We make data-driven decision-making straightforward, efficient, and impactful. Moody's Orbis for Salesforce saves you time by streamlining data searches to help with your sales efforts. We show you what companies do, who owns them, their growth trends, if they pose a risk to your reputation, or whether they are financially stable. We capture, treat and standardize data from a wide range of sources to provide you with value-added company information that’s automatically refreshed and accessible via our integration. Moody's Orbis for Salesforce seamlessly blends our intelligence with your existing customer and prospect data, including contract size, ordered products, sales regions, relevant salespeople, deal sources and sizes, and future opportunities. Our advanced analytics will show you what your best customers look like, where you can find more of them and pinpoint regions with the
Categories
- Business Needs
- AnalyticsSales IntelligenceData Management
- Industries
- Horizontal Product
- Personas
- AdministratorData AnalystSales 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.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadySalesforce ShieldManaged Package