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eCredit for AppExchange
eCredit™ for AppExchange automates the integration of business information and credit approval processes for your organization, in one centralized location. With valid account information and credit data integrated directly into your CRM, on top of your customer data, efficiencies can be achieved throughout the entire organization.
Verify Account Information
Most organization’s CRM systems are full of accounts with little to no detail or the exisitng detail that is not accurate. With eCredit for AppExchange you can click a Verify button to access up-to-date and verified account location information as well as summary credit data on your accounts.
Add Account Demographics
Users can quickly and easily add vital business demographics to an account with the touch of a button. Data is automatically loaded into your organization’s account views including demographics fields such as Account Site, Account Revenues, Website, Employees and SIC code. eCredit also imports additional demographic data including a unique ID, Executive Contact, NAICS code and Secondary SIC code.
Integrate Credit Data
The real power of eCredit for AppExchange is the integration of credit data that allows your sales and credit teams to efficiently operate within one, unified platform. By clicking Credit Check, users can import up-to-date credit scores and payment details for customers and prospects. Unified credit data across the organization enables:
- Credit professionals to manage credit limits and monitor account risk profiles completely with Salesforce.
- Convenient and easy management of Confidence Match Thresholds, Shelf Life of credit data and Score Classifications.
- Your sales teams insight into Available Credit Limit, Credit Risk, outstanding customer balance and approvals.
- Direct insights for your sales teams into the type and terms of payments allowed as well as the price schedule to reference based upon authorized policies established with the credit department.
With integrated data into your Salesforce environment you can create a much more powerful, single data source for your organization. For more information, click here to visit eCredit on the salesforce.com AppExchange page.