Why you should read this report
One of the biggest internal battles in organizations today is between sales and finance teams. Sales teams spend months chasing leads – all in the pursuit of closing deals and generating revenue for the business. Finance teams rigorously vet those deals to make sure the risks don’t overshadow the rewards – all in the pursuit of protecting the company’s cash flow and revenue growth.
But when both teams are working in silos and aren’t using the same credit risk data to qualify and approve deals, it results in a huge disconnect that increases deal rejections and cash flow problems.
Key highlights from Creditsafe's research:
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Risky Deals Unite Sales and Finance - in Regret
Nearly three-quarters (71%) of finance leaders regretted approving risky deals in 2025, while 40% of sales leaders regretted asking finance to approve risky deals.
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When Credit Scores Drop, Sales and Finance Don’t See the Same Storm
Nearly half (48%) of sales leaders said their teams are very likely to pursue a deal with a company that has a low credit score. Yet, 41% of finance leaders said their teams are very likely to reject a sales deal for that exact reason.
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Shared Credit Risk Data: Fewer Surprises, Fewer Apologies
As our study reveals, over half (61%) of finance leaders and over three-quarters (77%) of sales leaders believe fewer deals would be rejected if the sales team had access to credit risk data directly within their CRM platform.
Find out what's causing misalignment between sales and finance
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