Business Intelligence Plus for Salesforce

Find out about the latest updates to our app for Salesforce, Business Intelligence Plus.

Chapter 1

Version 4.1 now available

Released: March 2024

Our new 4.1 package offers some exciting enhancements in your Salesforce CRM, including over 600 new company enrichment fields, the ability to link company reports to existing Salesforce records from a Creditsafe report, and for Check & Decide users, the ability to view and update templated decision models.

For a full list of the updates, click on the button below.

Chapter 1

Enrich & refresh records with 600+ fields

Released: March 2024

The number of possible enrichment fields has increased by more than 600 data sets. Additionally, we have extended the country coverage of existing data cleaning data points, including VAT, Profit Before Tax, Net Worth and Company Status.

Make errors a thing of the past, with even more accurate and commonly formatted business fields to enrich your Salesforce records with.

Chapter 1

Search & Report Updates

Released: March 2024

  • Safe Number is now displayed on a company report as well as our Connect ID - both of these can be utilised as unique identifiers for businesses. 
  • Linking company reports to existing Salesforce records from a Creditsafe report -  previously this was only possible from a Salesforce record. A new button is now visible on the report.
  • Enrichment file contains additional match information - previously your enrichment field detailed the strength of your match from A-D. The Matching Description and Matching Pattern ID is now included to explain how the records are matched.
  • Credit Score description fields - the description of the Credit Score Desription has increased to 225 characters in order to improve the visibility of this information in the lead and account records. Score descriptions have also been updated to reflect the risk level associated with the account from Very Low Risk to High Risk, as well as not scored.
  • Additional search criteria available for Swedish & Norwegian Businesses - search for Swedish and Norwegian businesses using Safe Number and VAT Number.
  • Enrichment to include House No. - map House No. to be enriched when manually matching records.

 

Chapter 1

Check & Decide now available in Business Intelligence Plus

Released: October 2023

With Check & Decide decision automation available in Business Intelligence Plus, your credit or compliance-based assessments can be executed instantly by anyone in your business. Whether your sales teams are looking to pre-credit check their prospect or onboarding teams need to complete full credit and compliance due diligence, Check & Decide generates a decision using your own policy with a single click.

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