Check & Decide uses templates that are built using metrics and rules that represent industry best practices. There's no coding required and templates are fast and easy for you to set up. Each Check & Decide template can be configured and changed according to your business needs.
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.
Choose how you access
Check & Decide
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.
Less errors with more consistent and smart decisions
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.