Aug
29
2011

Integrate into Salesforce

With Dreamforce 2011 around the corner, I thought I’d take the opportunity to blog about our ability to integrate our data into the mega Salesforce platform.  For those who aren’t familiar with Salesforce, it is best known for its CRM products, but has expanded to allow for external applications to be added onto the Salesforce.com platform.   Dreamforce is the biggest conference of the year dedicated to cloud computing. 

A year ago we partnered with Forseva, a ‘Top 40 Innovator’ on the Force.com platform to allow for our clients to manage credit, collections and sales information on the Salesforce platform.  Being able to integrate our robust business data into the Salesforce platform enables clients to help their sales organization better aligned with credit and finance organization within a business. 

Some key features are

-          Business verification-real time business verification to better qualify sales opportunities

-          Credit management -automate business decisions such as sales terms and credit limits based on credit data set through credit policies

-          Collections management – Create collections cases to track and manage resolution of payment issues and disputes. Automatically assign and notify dispute resolvers to expedite resolution. Track and escalate issues based on configurable workflow rules. 

If you are using Salesforce, let us know.  We can help you close the loop on the credit and collections process in your Salesforce CRM.  Here’s how to contact us for more info.

By the way, we’re sharing a booth at Dreamforce with Forseva this week!  Stop by booth#1518 and get a demo!