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ForsevaTRMTM Powered by Experian

The Experian and Forseva partnership

Powered by data from Experian Business Information, ForsevaTRMTM provides Salesforce.com users with an easy-to-use, feature-rich environment for managing customer and vendor profiles, sales activities, notes and attachments.

With this joint solution, you can manage credit, collections and sales information on a single platform. It provides information on businesses of all sizes and the industry’s best coverage on small and midsize businesses and helps you find the value of data with integrity, while enjoying 100 percent compatibility with Salesforce.com CRM functionality.

The solution allows businesses to:

  • Align sales, credit and collections management to deliver fast and consistent business decisions throughout the quote-to-cash cycle
  • Perform real-time business verification to better qualify sales opportunities
  • Automate credit limit and sales term decisions through configurable credit policies, workflow and approval processes
  • Provide online credit applications with configurable workflow to streamline processing of customer-provided data, including bank and trade references
  • Monitor and predict the credit, payment and financial quality of accounts with “best practice” scorecards and scorecards you define
  • Store all credit applications, credit reports, financial statements and payment data electronically alongside CRM data for analysis and reporting
  • Automatically notify customers about delinquent payments, upcoming payments and promise-to-pay commitments
  • Improve cash forecasting based on predictive analysis of each customer’s payment behavior

Deploy and Maintain in Minutes

Recognized as a “Top 40 Force.com Innovation” by Salesforce.com, ForsevaTRM is a native Force.com application that installs seamlessly into the Salesforce.com CRM environment, making implementations fast, easy and affordable.

  • Install in five minutes; no hardware or software required
  • Enjoy 15-minute upgrades on future releases

 

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To learn more about the Experian/ForsevaTRM solution, call us at 1 800 520 1221.

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