Customer data that is always correct
With the CreditDevice Salesforce plug-in, you always keep your customer data up-to-date and error-free through automated maintenance.
CoC number
34 21 44 56
VAT number
34 21 44 56
Address
Kanaalstraat 30
Automatic
Avoid mistakes
Automatic data entry prevents time-consuming, error-prone manual additions.
Search by CoC
Simple Search
Simply search by Chamber of Commerce number or company name and create additional accounts within seconds.
34214456
|
Voorbeeld B.V.
CoC 34 21 44 56 - Amsterdam
Up-to-date 24/7
Simple Search
The plug-in keeps your data up-to-date daily and automatically updates changes.
Synchronized
Today
Live update
Daily
Salesforce plug-in
An organized CRM
Known problems: customer relationships occur multiple times, marketing campaigns go to unsubscribed companies and address changes are not recorded correctly.
How do you flawlessly maintain a database of important customer and prospect data? Automate maintenance with the CreditDevice Salesforce plug-in. This keeps your CRM always up-to-date.
What the plugin does
Why the Salesforce plugin?
Four ways the plugin keeps your CRM error-free and up-to-date.
01
Keep your CRM up-to-date with automation
The plugin automatically adjusts changes as soon as they are registered in the trade register. Address changes, status updates, and legal changes are sent directly to Salesforce.
- Prevent errors: Automate the maintenance of customer data to minimize human error.
- Targeted marketing campaigns: Only send campaigns to active and relevant companies.
- Stay up-to-date: Automate updates so you always have the most current information.
02
Avoid duplicate accounts
Duplicates pollute your database and cause confusion in sales processes. The plugin detects existing companies based on their Chamber of Commerce number and flags them immediately.
- Eliminate duplicate accounts: The plugin automatically detects and prevents duplicate entries.
- Visual markers: Existing companies are flagged so you can prevent duplicate entry.
- Unique and accurate data: Each company appears only once in your CRM: reliable and complete.
03
Instant insight into creditworthiness
With over 20 years of experience in collecting financial data, the plugin features a link to the credit information module. Request a credit report directly from the customer file; the most important financial data is visible inline.
- Prevent errors: Automate the maintenance of customer data to minimize human error.
- Targeted marketing campaigns: Only send campaigns to active and relevant companies.
- Stay up-to-date: Automate updates so you always have the most current information.
04
The first step: cleaning up your CRM
When you start, we help you clean up your CRM so you only have high-quality and reliable data. The plugin then supplements your CRM with important business, financial, sales, and marketing data.
- Prevent errors: Automate the maintenance of customer data to minimize human error.
- Targeted marketing campaigns: Only send campaigns to active and relevant companies.
- Stay up-to-date: Automate updates so you always have the most current information.
Salesforce plug-in
Download the brochure
Dive deeper into the possibilities of the plugin: from automatic synchronization and data cleansing to integration with the credit information module.
Combine
Easily combine modules
Credit Information
Prevent financial risks by checking your prospects and continuously monitoring your customers.
Credit management
Optimize your processes to ensure timely payment of invoices and improve your cash flow
Smart integration
Request credit reports directly
Want to know the financial standing of a prospect or customer? Request a credit report directly from the customer file. The module automatically generates a report and saves it in Salesforce, with the most important financial data visible directly in the customer file.
Voorbeeld B.V. · Credit report
Credit report
Request a credit report
Request your FREE* credit report now and start doing business with confidence.
Let's work together!
Invest in the future!
Vraag een offerte op maat aan en ontdek wat CreditDevice voor jouw creditmanagement kan betekenen.
Speak to our experts
Vraag een offerte op maat aan en ontdek wat CreditDevice voor jouw creditmanagement kan betekenen.
See and believe!
Vraag een offerte op maat aan en ontdek wat CreditDevice voor jouw creditmanagement kan betekenen.
