Salesforce
With the CreditDevice Salesforce plug-in, you always keep your customer data up-to-date and error-free through automated maintenance.
Avoid mistakes
Automatic data entry in Salesforce eliminates time-consuming and error-prone manual additions.
Simple Search
Simply search by Chamber of Commerce number or company name and create additional accounts within seconds.
Easily sync your data
The plug-in keeps your data up-to-date daily and automatically updates changes.
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. That way your CRM always stays up to date!
Keep your CRM up-to-date with automation
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Prevent mistakes
Automate the maintenance of your customer data to minimize human error. -
Targeted marketing campaigns
Send campaigns only to active and relevant companies. -
Stay up-to-date
Automate customer data updates so you always have the most up-to-date information.
The first step: cleaning up your CRM
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Clean data
When you start, we help you clean up your CRM so that you have only quality and reliable data. -
Automatic enrichment
The plug-in augments your CRM with key business, financial, sales and marketing data. -
Complete customer view
Enrichment gives you a complete and up-to-date customer view for better decision-making and management.
Avoid duplicate accounts
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Eliminate duplicate accounts
The plug-in automatically detects and prevents duplicate entries, keeping your CRM clean. -
Visual markups
Existing companies are highlighted so you can see which accounts are present and avoid duplicate entries. -
Unique and accurate data
Make sure each company is only in your CRM once, which helps ensure reliable customer information.
Salesforce
Instant insight into creditworthiness
With more than 20 years of experience in collecting financial data, the plug-in features a link to the CreditDevice credit information module. Want to know how a prospect or customer is doing financially? Then request a credit report directly from the customer file. The module automatically generates a report and stores it in Salesforce, with the most important financial data visible in the customer file. Want to view the full credit report? Simply open this from Salesforce.
Credit report
Request a credit report
Request your FREE* credit report now and start doing business with confidence.
* Valid for Dutch companies only
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