Salesforce Integration

Accurate and insightful data in Salesforce is your team's competitive advantage

A single app that enriches the lead and account records on your Salesforce CRM with real-time financial, risk and firmographic data.

Try it for free

Visit the Salesforce AppExchange.

When Salesforce has incorrect or out-of-date customer data, it can negatively impact how your teams collaborate and deliver commercial results. It is time-consuming to rectify manually and can delay decision-making which creates internal friction. 

Ultimately, a CRM system is a significant investment and filling it with quality customer data will boost usage amongst your teams and deliver value for your organisation. 

Business Intelligence Plus connects Salesforce users with Creditsafe's international database of company profiles; to ensure that your lead and account records are reliable and accurate. 

A single app that makes Salesforce work harder for your organisation by providing deeper customer insights so that teams can target and engage with the right customers, create a smooth onboarding process and make informed credit decisions.

Minimise manual data entry to boost accuracy and save time

Enhance and refresh records with real-time data

Receive daily alerts about business changes

Easily identify duplicate records

Business Intelligence App

More data to move the needle

Business Intelligence Plus connects you with Creditsafe's real-time database of over 365 million business reports in over 160 countries.

Company Turnover

Employee Numbers

Group Structure

Unique Company ID number

Industry

Credit Risk Score

Credit Limit

Invoicing Address

Website

VAT Number

Company Status

Phone Number

Combine your data with these fields + 20 more

We are trusted by some of the worlds leading companies

Atradius
John Lewis
Bentley
Funding Circle

Boost Sales Results

Improve Marketing ROI

Minimise Bad Debt

Transform Data Hygiene

Business Intelligence plus connects sales leaders and sales teams with enhanced business profiles including the industry a prospect operates in, their business size, turnover, group structure information, credit risk score and much more.

With a clear overview of each business, salespeople can better qualify leads, discover ways to maximise deal potential and make sure that they are only pitching to companies that can afford to pay.

Pre-qualify leads based on their affordability

Improve and speed up account target planning

Refresh lead and account data with the click of a button

By combining your existing lead and account data with Creditsafe's firmographic and financial information, Business Intelligence Plus enhances your ability to segment your domestic and international audiences, better understand your clients’ needs and develop more engaging campaign messaging. 

Creditsafe data fields can also be used within your reporting and analysis, helping to uncover new customer profiles and trends within your database.

Improve audience segmentation with new profile data

Add new data into marketing automation workflows

Build new criteria into your reporting and analytics

Business Intelligence Plus helps to reduce the friction between sales and finance, whilst making sure the best decisions are made to help the business thrive.  

Each account and lead is populated with Creditsafe's highly predictive credit risk scores and credit limits, allowing sales to pre-qualify their opportunities and ensure each client meets the company's credit policy before they are even pitched to. 

Display credit scores for all account & lead records

Receive daily alerts for changes to risk information

Access a full in-app credit report or PDF download

By matching your records to the Creditsafe database, the app provides a single source of truth for company financial and firmographic information across your Salesforce database. 

Once matched, records are enriched with over 30 commonly formatted data points, including our unique company IDs. By minimising missing data, improving data accuracy and highlighting duplicate records the app helps remove barriers to automation and digital transformation. 

 

Easily identify and prevent duplicate reports

Improve the completeness of company records

Automatically refresh enriched data every 14 days

Boost Sales Results
Improve Marketing ROI
Minimise Bad Debt
Transform Data Hygiene

Keep data refreshed throughout the whole lifecycle

Connect your records to Creditsafe for accurate data at every point of your customer journey

Match

Match your account and lead records to Creditsafe's international database of 365 million business profiles.

Enrich

Automatically enrich your records with over 30 verified firmographic and financial fields.

Refresh

Keep records up-to-date with a scheduled data refresh for companies across 17 countries every 14 days.

Monitor

Monitor positive and negative company changes for your leads and accounts in 44 countries.

Frequently Asked Questions

Which Salesforce editions is Business Intelligence Plus compatible with?

Business Intelligence Plus is available for Salesforce editions with API access. This includes both Enterprise and Unlimited. 

Salesforce Professional does not come with API access as standard, however, this can be purchased as an upgrade through Salesforce.

Where does Creditsafe gather its data from?

Creditsafe data is gathered from more than 9,000 sources and updated over 5 million times per day from official registries, local publications, debt collection agencies, trade payment partners and many other trusted sources. 

To guarantee delivery of only the highest quality of business information, our data undergoes vigorous data processing to ensure its authenticity, uniqueness, and consistent formatting.

Does the app replace the existing data in my Salesforce records?

You have complete control over which fields Creditsafe data is mapped into. It is possible to choose existing fields within your lead and account records, however these may contain existing data that would be overwritten. To avoid overwriting existing data you can create new fields within your records to enrich with Creditsafe data.

What countries does Creditsafe international data cover?

Creditsafe holds data on companies across more than 160 countries worldwide. You can find further information about our coverage on our International Business Reports page here.