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INFORMA - Business by data

Integrar relatórios da Informa / Integrate Informa Credit Reports

Overview

See How INFORMA - Business by data Works

  • * Integre relatórios da Informa nas fichas de Cliente e Lead ********************************************************************* * Integrate Credit Reports for Accounts and Leads in Salesforce

  • * Monitorize os seus Clientes e Leads, recebendo alertas no caso de ocorrerem atualizações ********************************************************************* * Monitor and receive alerts in Salesforce when a Credit Report is updated

  • * Crie relatórios e Dashboards com base na informação presente nos relatórios Informa **************************************************************** * Create Reports and Dashboards with Credit Report data

Os seus relatórios estão dispersos, em papel, inacessíveis, desatualizados, ... ? Com o INFORMA, os seus relatórios ficam centralizados, integrados e atualizados, utilizando as aplicações que já tem, e ajudando-o a conhecer os seus melhores clientes e prospects, sempre com a máxima segurança. Este produto dá acesso contextualizado aos Relatórios de Crédito extraídos da Informa, permitindo além dos indicados acima, entre outros: * Anexar o documento (PDF) à ficha do Cliente ou Lead * Configurar a lista de atributos a consultar do Relatório de Crédito * Regista todas as operações efetuadas ****************************************************************************************** Are your reports scattered, printed, unreachable, outdated? With Informa you have your reports centralized, integrated, updated, using the software you already own, helping you to identify your best Clients and Prospects, always securely. This product gives an easy access to Credit Reports provided by InformaDB in Salesforce, allowing to: * Attach the PDF Report in Salesforce * Configure the list of attributes to retrieve from the Credit Report * Log every operation in Salesforce

Categories

Business Needs
Dashboards & Reports
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Lightning Ready
Editable Code
Lightning App Builder

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