Salesforce Business Intelligence Plus
Enrich lead and account records in Salesforce with real-time financial, risk and firmographic data from Creditsafe.
Learn more →Connected Data: Embedding Insight for Faster, Confident Decisions
Discover how Creditsafe can help you automate onboarding and make streamlined, data-driven decisions directly from your CRM, ERP or accounting software.
What to expect:
We’ll be exploring how organisations are embedding company data, consumer credit insights, and tools for ID verification and compliance directly into their CRM and workflows.
In this session, we’ll give you a clear overview of how Creditsafe can help you automate onboarding and make streamlined, data-driven decisions directly from your CRM, ERP or accounting software, along with a preview of the innovations coming next.
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Embedded Data for Smarter Onboarding
A brief overview of how embedded data can streamline client onboarding and enhance ongoing monitoring for faster, more efficient decision-making.
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Key Platform Advancements
Highlights of the key advancements we’ve delivered across the platform to support better, faster decision-making.
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Seamless Integrations Across Your Systems
An introduction to how Creditsafe integrates with CRM, ERP and accounting platforms through a single API.
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Customer Spotlight
A live demonstration showcasing how Epos Now uses Creditsafe within their chosen ecosystem, Salesforce.
Our Speakers:
Lloyd Williams
Integration & Salesforce Specialist
Creditsafe
