Business Intelligence Plus for Salesforce brings sales and finance closer together

One of the biggest challenges for organisations is to keep the quality of their data permanently up to date. Salespeople and finance staff often work with different sources. This leads to misunderstandings, delays and missed opportunities.

Business Intelligence Plus connects Salesforce users with Creditsafe's global database of company profiles, which contains information on more than 420 million companies in over 200 countries and territories. This creates a single source of truth within Salesforce itself and ensures that your lead and account records are reliable and accurate.

That means:

• Real-time updates: changes in status, management or declared bankruptcies are immediately visible.
• No more duplication of work: no more wasting time on manual research and consulting external sources.
• Trusted profiles: Every account or lead is instantly enriched with up-to-date and verifiable data.

The result? Sales and finance always look at the same numbers and can speak the same language.

Growth sounds simple: close more deals, bring in more customers. But without risk management, that so-called growth can also lead to losses.

"Every month, sellers see deals fall through because the credit risk is too high. That is the purest waste of time, resources and energy," Jack is clear.

With Business Intelligence Plus for Salesforce, companies screen prospects early in the process. They gain insight into creditworthiness, payment behaviour and risk profile, even before a deal is closed. As a result, they reduce the number of rejections and increase the chance that closed deals will also be profitable.

An additional advantage: sales and finance work together. Where finance used to play the role of "gatekeeper", the team can now think along from the start. This creates less friction and more cooperation towards the same goal: sustainable growth.

In addition to better decisions, Business Intelligence Plus is also about efficiency. Manually searching, checking and correcting data often takes hundreds of hours a year.

"Without reliable data, teams are mostly busy with administrative work rather than creating value," Jack explains. "Business Intelligence Plus gives that time back."

With clear decision rules in Salesforce, companies determine in advance which customers or suppliers fit within their risk profile. As a result, sales employees do not have to perform the same checks every time, but they automatically receive advice that corresponds to the risk appetite of the company. In addition, with monitoring tools, finance teams are automatically notified when a customer's situation changes.

The advantages:

• Faster decision-making thanks to automatic risk checks.
• Reduce overdue payments by allowing finance to act immediately.
• More time for valuable tasks such as customer contact and strategic planning.

One Creditsafe customer put it aptly: "After the implementation, our entire sales process changed. We saw significant improvements in productivity and the number of profitable deals that were closed."

The uniqueness of Business Intelligence Plus is that it bridges the gap between two often separate worlds: sales and finance.

• Sales benefits from enriched customer profiles, allowing the team to be better informed, select the right prospects, and have better conversations.
• Finance gains real-time insight into risks and payment behaviour, making decisions faster and more consistently.
• Both departments work together, with the same information as a foundation.

"It starts with the realisation that both teams have the same goal: profitable growth. Business Intelligence Plus ensures that they can really pursue that goal together," Jack summarises.

The value of Business Intelligence Plus for Salesforce users is not only in technology, but especially in trust. Trust that the data is correct. Trust that sales and finance reinforce each other. And trust that growth is really sustainable and profitable.

Companies that take the step not only experience immediate quick wins – such as less administrative burden and faster decision-making – but also build a future in which every decision is substantiated with reliable, up-to-date information.

Read more about Business Intelligence Plus for Salesforce on this page and request your demo now.