Creditsafe CRM Integration

Creditsafe CRM Integration

Are you looking to a cost-effective Creditsafe CRM integration solution to automatically update credit, financial and contact information directly into your CRM system from Creditsafe? Or are you looking to reduce the risk of acquiring bad debt and increase the accuracy of business data?

Codeless Platforms’ integration solution for Creditsafe data synchronisation with your existing CRM system provides you with the ability to automatically update company and contact details and credit information into your CRM system.

Creditsafe Integration Data Sheet

Codeless Platforms’ Creditsafe Integration provides organisations of any size with the ability to automate the flow of important information between Creditsafe and accounting, CRM or ERP systems.

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Creditsafe CRM Integration Scenarios and Benefits

Common Creditsafe Integration scenarios with CRM applications that our customers look to implement include:

• Creditsafe integration with CRM systems, e.g. Salesforce, Sage CRM, Infor CRM, Microsoft Dynamics CRM, Sugar CRM, Agile CRM etc.
• Automate the verification of business addresses
• Automate the verification of decision makers and contact details
• Automatically update customer and prospect data
• Automate the creation and distribution of reports
• Automatic updating of existing customer credit limits in line with company changes, e.g. company profit growth or loss
• Automated synchronisation of changes to customer, trading partner and stakeholder information to key decision makers and Account Managers

Common benefits achieved through Creditsafe integration with your existing CRM software include:

• Reduction in exposure to credit risk
• Removal of repetitive administration tasks and cost surrounding credit referencing and data validation
• Up-to-date and current customer and sales prospect data
• 100% accurate and enforced business rules and procedures
• Increased employee and company productivity
• Improved accuracy of business data
• Streamlined and informed decision-making process