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Creditsafe Sage X3 Integration

Are you looking for a Creditsafe Sage X3 integration solution to remove employee interaction when checking the financial health of your customers and suppliers via Creditsafe? Or are you looking to improve the accuracy of your customer records?

Codeless Platforms’ Sage X3 Creditsafe integration solution provides organisations of all sizes with the ability to reduce exposure to financial risk by automating your credit referencing process between Creditsafe and Sage X3. By automatically synchronising data between Creditsafe and Sage X3 you will significantly reduce the probability of acquiring bad debt. In addition to reducing credit risk, employees won’t waste time conducting repetitive, error prone credit referencing activities.

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Creditsafe Sage X3 Integration Scenarios and Benefits

Common Sage X3 Creditsafe integration scenarios that our customers implement include:

  • Automatically pull company information from Creditsafe and push this information into Sage X3 e.g. Company name, trading name, company VAT number etc.
  • Automate the pulling of director reports from Creditsafe and push them into Sage X3, including name, date of birth etc.
  • Automatically retrieve and present ‘New Account’ and prospect credit scores
  • Automate the updating of existing customer credit limits in line with company changes, including company profit, growth and loss
  • Automate the synchronisation of changes to customer, trading partner and stakeholder information to key decision makers and Account Managers

Common benefits achieved through integrating Creditsafe with Sage X3 include:

  • Reduced exposure to credit risk
  • Removal of repetitive data entry and administration surrounding credit referencing and validation
  • Enforced business rules and procedures
  • Increased employee productivity and human error
  • Improved decision making
  • Increased accuracy in business data
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Creditsafe Sage X3 Integration Brochure

Creditsafe Sage X3 Integration Brochure

Learn how integrating Creditsafe with Sage X3 can reduce your companies exposure to financial risk and improve commercial performance.

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Creditsafe Sage X3 Integration

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