Many businesses, such as in the lending industry, rely on assessing a prospective client’s credit ratings to determine risk and identify if you’re looking at a profitable deal or a future headache. Salesforce lets you manage the important data you need relating to customers, but to get risk and credit data, you’re either looking at expensive custom integrations with credit agencies, or having to log into an external website, pull credit, then enter the results into Salesforce manually. Imagine how valuable it would be to have all that information integrated directly into Salesforce, ready for you at the click of a button, Check it out!

The CloudMyBiz Team