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RISIKA CRM Connector

Predict your paying B2B customers and avoid unpaid debt with Risika

Overview

  • Directly search and import financial, company and credit details on all Nordic companies into Salesforce

  • Review a company’s Risika score and credit policy compliance before import

  • Access real-time financial and credit information such as credit ratings, bankruptcy predictions and policy compliance in Salesforce, when searching for VAT number

  • Enhance your sales quotes with real-time financial and credit data

  • Instantly view a company’s hierarchy, financials, and any payment remarks (Norway)

  • Always work with updated company data in Salesforce

The Risika CRM Connector provides seamless integration between Risika Database and Salesforce. This powerful tool makes it possible for salespeople to import new leads from Risika and provide information about your existing customers inside Salesforce. It may also show the Risika credit score, credit max and credit days and more data from Risika for your customers based on your company’s credit policy. The connector is ideal for salespeople working in the B2B in the Nordic area Denmark, Sweden, Norway, and Finland. Sales and marketing departments often face challenges with manual data management, outdated customer information, and lack of integration between different platforms. The Risika CRM Connector addresses these pains by providing streamlined integration and data synchronization. By leveraging high quality company information from Risika, it helps improve the everyday sales and lead management process. Risika supports data from more countries - contact Risika to hear what countries are supported. This App requires a valid license for Risika API

Categories

Business Needs
Sales
Productivity
Accounting
Personas
Business Operations Manager
Business User
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Lightning App Builder