Close Sales Deals Faster
Check your next prospect before engaging with them and close sales opportunities faster without a long-winded approval process.
Consistent Business Decisions
Standardise your checks so that every decision aligns with your policy and eliminates the risk of human error and biases.
Easy Customer Onboarding
Onboarding becomes your competitive advantage. Your customers are happy, and you have a shorter time to revenue.
Frictionless Policy Changes
Make changes to your policy template as your business needs evolve without disrupting the decision-automation process.
Reduce the strain on your credit team so that any authorised employee can make precise decisions with confidence.
Transparent Record of Decisions
Analyze how decisions are impacting your business and get full visibility of who made a decision and when it was made.
Sales teams can run a check on a prospect and get a decision in seconds before they spend the time and effort working on an opportunity that could later get rejected.
New sales opportunities won't need to be reviewed by multiple credit and finance personnel, with a best practice template in place, the decision can be made immediately.
Remove friction between sales and finance
With a robust decision-making process in place, it allows sales and finance teams to focus on driving results and working in harmony.
Select the checks you want to include or exclude in your template.
Select the threshold values for each of the checks.
The threshold value determines if a check is accepted, declined or referred.
Modify the rules and logic of your template and implement changes in minutes.
Access Check & Decide online via our intuitive and user-friendly platform and start making decisions in just a few clicks.
Integrate Check & Decide with your existing CRM or ERP system to see the power of making important business decisions in seconds.
Your teams can run checks directly in Salesforce so that you are getting even more value from your subscription.
Moving away from manual checks on customers, suppliers, and partners reduces the likelihood of errors occurring that could expose your business to greater risk.
The templates in Check & Decide standardise checks, so you will have consistent decisions that align with your policies and appetite for risk.
Based on 334 survey repsonses from US finance & credit professional carried out in March 2023