Business Intelligence Plus for Salesforce

Enrich your Salesforce CRM with real-time business data and unique insights

Get rid of outdated CRM data. With Business Intelligence Plus, you can enrich leads and accounts in Salesforce with up-to-date firmographic and financial data, as well as risk information. Automatically and in real time, so you can improve the quality of your data, accelerate your sales process and gain better insights to make the right decisions.

Your Salesforce is only as good as the data it contains

A contaminated or outdated database costs you money

Many companies work with incomplete or even incorrect customer data. This in turn leads to wrong decisions, missed deals and delayed cash flow. 

Why is that? Because CRM systems are not automatically updated, the margin of error in the names and addresses of business contacts increases by 10 to 30% every year. As a result, new insights and credit risks go unnoticed. 

In short: incorrect and incomplete data costs you money. 

  1. With incorrect company information ...

    ... sales opportunities are lost

  2. If you have no insight into credit risks ...

    ... the chance of non-payment increases

  3. If you have to update data manually ...

    ... you lose time and end up with inconsistent data

Real-time enrichment of your CRM data

With Business Intelligence Plus, you can link Salesforce to Creditsafe's global database of over 430 million company profiles in more than 200 countries and territories. This keeps your CRM automatically – and therefore without manual intervention – up to date, accurate and complete with:

  1. Legal company data

  2. Financial figures and credit information

  3. UBOs and company structures

  1. Risk scores and payment behaviour

  2. Contact details and sector information

  3. Company management

1. Match

Link your accounts and leads to Creditsafe's international database, which contains over 430 million company profiles.

2. Enrich

All your business relationships receive additional firmographic and financial data alongside credit data for a complete customer view.

3. Refresh

You choose the update frequency for your data, so your Salesforce CRM no longer requires manual maintenance.

4. Monitor

You can track both positive and negative changes to your leads and accounts in 48 countries, as you will be notified immediately in Salesforce.

Powerful features for every team

Whether you want to clean up your CRM data or enrich it with additional unique insights, Business Intelligence Plus for Salesforce is the ideal solution for different teams.

For Finance & Risk

  1. Real-time credit information in your Salesforce CRM

  2. Automatic alerts for risk changes

  3. Reliable data for decisions and reporting

For Sales

  1. Focus on customers who can pay and have a good reputation

  2. Better lead scoring thanks to credit limits and risk indicators

  3. Spend less time on research, more time on sales

For Marketing

  1. Better segmentation based on company size, sector or score

  2. Personalised campaigns with accurate data

  3. Additional insights for accurate targeting and higher ROI

Seamlessly integrated into Salesforce

Business Intelligence Plus works with Salesforce Enterprise and Unlimited. Using Professional? Then, all you need is an API upgrade.

  1. 430 million company profiles worldwide

  2. Monitoring in 48 countries

  3. 600+ fields to enrich accounts and leads

Why choose Creditsafe's Business Intelligence Plus for Salesforce?

  1. Real-time data integration

    Always up-to-date company information in your CRM

  2. Automatic enrichment

    Leads and accounts automatically supplemented with valuable data

  3. Smart segmentation

    Filter by credit score, sector, size, location and more

  4. Efficiency & ROI

    Less manual work, better conversion

Turn Salesforce into a reliable decision-making platform

Stop manual data management and error-prone decisions

Experience the power of Business Intelligence Plus for up-to-date data, less risk and more revenue.

Our experts are happy to help you set up your data connection.

Business Intelligence Plus for Salesforce - dashboard & matching ratio

Frequently Asked Questions

What is Creditsafe's Business Intelligence Plus?

Business Intelligence Plus is an app for Salesforce that enriches leads and accounts in real time with financial and firmographic data from Creditsafe's global database (containing over 430 million company profiles). The tool automatically refreshes data and monitors company changes in 48 countries.

How reliable is Creditsafe's data?

Creditsafe operates globally and uses data from official sources, trade registers, business partners and other reliable channels.

Will my existing data in Salesforce be overwritten?

You can choose whether or not to overwrite existing information. By creating new fields and enriching them with data from Creditsafe, you can easily prevent this.

Does Business Intelligence Plus work with every Salesforce edition?

Enterprise and Unlimited are immediately compatible. Professional requires an API upgrade.

Can I choose which data I want to integrate?

Yes, you decide which fields and triggers you activate in your Salesforce environment.

How does our database stay clean?

Thanks to deduplication, automatic updates and real-time alerts, your database always stays up to date and remains a building block you can rely on.


Want to know more?

Visit the Salesforce AppExchange page or contact our team for a personal explanation.