Commercial Credit Checker is a sophisticated solution that automates business workflow within Salesforce. This solution is developed by Cloud Maven, Inc., a certified Salesforce ISV Partner and winner of the 2021 Salesforce Partner Innovation Award. Most financial advisors run credit reports on their clients to determine their financial stability. This is significant because it can assist advisors in understanding their client’s risk tolerance and making appropriate recommendations. Furthermore, reviewing credit reports can assist in identifying potential financial issues that may jeopardize the client’s ability to meet their financial objectives. Using any Salesforce standard or custom object, financial advisors can obtain instant business credit reports from Experian, Equifax, and PayNet. They can assess a company’s creditworthiness in real-time without leaving Salesforce’s secure environment. It combines critical risk information, such as bankruptcy, payment patterns, collection information, legal filings, and fraud, into a single report to provide an accurate picture of the risk your company would assume with any borrower. This can protect your business from bad debt and unpaid invoices. Financial advisors can obtain multi-segment reports on a single page using this platform. They can also perform TIN checks, which validate IRS TIN/Name matching, EIN/Name Lookup, and Death Master File searches. This Salesforce integration has been recognized as the best software to pull credit reports inside Salesforce. It is available on Salesforce AppExchange for a 30-day free trial. For more information about the app or to request a live demo, contact info@cloudmaveninc.com. follow LinkedIn and Twitter to know more.
