AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Business Intelligence Plus: Credit risk management, policy automation & B2B data

Empower fast data-driven decisions to grow your business with confidence

Overview

  • Simplify data management: Connect your account and lead records to Creditsafe, allowing you to match and enrich your records with 600+ verified business fields including Credit Score, Director Details, Parent Company, Turnover and much more.

  • Automate credit checks: Save up to 70% of time spent completing credit and compliance assessments. Action automated credit policies or pre-qualification checks with the click of a button directly within a Salesforce record.

  • Never miss an important change: Whether a customer moves offices, they report record earnings, their credit score changes, or a director leaves, we will alert you via email and in-app, so you can act when it matters most.

  • Always accurate records: Forget about manual data entry and out of date records. Account data is refreshed every 7 days so you can be confident your decisions are being powered by accurate insights.

  • Supercharge your performance: With a single source of rich, standardised and accurate data you’ll minimise the need for manual data entry, enhance native reporting capabilities, be able to automate more workflows, boosting efficiency and performance.

  • Built to fit your business: Take control of your set up with self-configured setting and changes which are implemented in real time. Roll out Creditsafe features to as many users as you like, with customisable permissions and minimal training required.

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, decision automation capabilities and real-time business change alerts, delivering insights that supercharge your productivity and performance. Whether you are looking to accelerate sales deals, onboard new clients faster or better manage credit risk, your teams need insights they can trust to make informed decision quickly. BI+ connects your Salesforce org with accurate & verified business data across 200+ countries & territories, with tools to streamline data management, deliver critical insights & improve efficiency. • Create & enrich record with up to +600 fields • Schedule automatic data refresh every 7+ days • Connect to data for over 430 million businesses • Business data from over 200 countries & territories • Automate credit, compliance and pre-qualification checks • Company monitoring alerts • Flag out-of-business records • Identify duplicate records • View in-app business reports • Unlimited users • Install and set-up in just days

Categories

Business Needs
Finance
Data Management
Data Cleansing
Industries
Financial Services
Manufacturing
Travel, Transportation, & Hospitality
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
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

More from Creditsafe

  • by Creditsafe
    No Ratings
    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.