Salesforce Plugin
Credit management is about allowing businesses to grow profitably: done right, credit management can transform businesses.
Too often the credit team is unfairly dubbed ‘sales prevention’. With our Salesforce Plugin, we can help get sales and credit teams working in harmony to drive profitable growth.

Stop wasting time on the wrong leads
Our plug-and-play integration to Salesforce will empower your sales team with accurate real-time information and indicative credit limits which can be tailored to your credit policies.
By allowing access to this information early, sales people can manage the sales process and minimise the risk of credit requests being turned down late in the day.
Lead Generation and Data Cleansing
Our scheduler allows your Salesforce account to be seeded with pre-qualified leads on a timetable that suits your sales team. The clean scheduler will clean old data in the database and append with the most up-to-date information.

Our Service
We help our clients manage their strategic business relationships, giving them scores that look at a medium-term forecast, and the tools to allow them to look even further into the future.

Explainable
We provide ‘white box’ scores, which allow you to make evidence-based decisions and justify these to key stakeholders in your organisation.

Interactive
Being able to model scenarios and understand ever-changing risk has never been more important. We give you the tools to do that.

Time-Saving
With tools like Aphrodite®, SearCHeD, TextScore® and our Furlough data matching, we allow you to investigate risks thoroughly in minutes.
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