Soft Sales Consulting

Partners

CREDITSAFE

Creditsafe provides B2B business credit reports from a global database of over 430 million companies, with seamless Salesforce and CRM integration to streamline credit risk management.

Why Choose CreditSafe?

Creditsafe empowers organizations to make informed decisions by assessing the financial stability and creditworthiness of partners, suppliers, and customers, offering a comprehensive suite of features to enhance credit risk management: 

  • Global Coverage: Access credit reports from over 430 million companies across 200+ countries. 
  • Real-Time Data: Receive up-to-date information on company financials, payment history, and legal filings. 
  • Credit Scoring: Utilize Creditsafe’s proprietary scoring models to assess credit risk effectively. 
  • Compliance Tools: Ensure adherence to regulations with PEPs & Sanctions checks and enhanced due diligence features. 
  • Customizable Reports: Tailor reports to focus on specific data points relevant to your business needs. 

Key Features 

  • Business Intelligence Plus for Salesforce: Enhance your Salesforce CRM with accurate and actionable commercial intelligence. 
  • API Access: Integrate Creditsafe data into your custom applications and platforms. 
  • Bulk Data Services: Obtain large datasets for comprehensive analysis and reporting. 
  • Credit Risk Management Tools: Utilize tools to assess and manage credit risk across your portfolio. 
  • International Coverage: Access credit information from companies around the globe, ensuring comprehensive risk assessment. 

Salesforce and CRM Integration

Creditsafe seamlessly integrates with Salesforce and other leading CRMs, enabling you to: 

  • Enrich CRM Records: Automatically update and enrich company records with real-time financial and risk data. 
  • Automate Credit Decisions: Streamline credit assessments and approvals directly within your CRM. 
  • Monitor Accounts: Set up alerts for changes in credit scores or financial status of accounts. 
  • Enhance Sales Strategies: Utilize enriched data to identify high-value prospects and mitigate risks. 
  • Improve Efficiency: Reduce manual data entry and errors by integrating Creditsafe’s data into your existing workflows.