Credit & Risk Management

Credit Check for Salesforce

Integrate Dun & Bradstreet business data and your new customer review process with Salesforce®—to deliver judgements instantly

Faster sales with
instant decisioning
in Salesforce®
D&B Credit Check for Salesforce links with D&B Decision Maker for DNBi to create a powerful, automated end-to-end credit decisioning solution seamlessly integrating Dun & Bradstreet business data and your new customer review process with Salesforce™—to deliver credit judgments instantly.
Connect platforms to shorten the sales cycle and reduce resource redundancies between Credit and Sales.
Expedite reviews with an online platform for Sales to submit requests and receive instant decisions—right in Salesforce®.
Automate the rules of your credit policy, generate instant decisions for routine requests and action on exceptions.
Combine your credit policy with Dun & Bradstreet’s business intelligence and analytics for fast and uniform decisioning.
Document critical events in the decisioning process automatically for compliance and comprehensive record keeping.
Online access, intuitive interfaces and quick-step instructions gets your credit team up and running quickly and easily.
How It Works Long credit approval processes slow the sales cycle and “open the door” for competitors. The DNBi® instant credit decisioning bundle of DNBi, D&B® Decision Maker and D&B® Credit Check for Saleforce delivers an automated, web-based end-to-end workflow that offers real-time point-of-sale credit decisioning—rendering accurate, consistent judgments on new applications instantly.
This quick and reliable credit decision process helps us make faster and accurate decisions, with the click of a button. We are extremely satisfied we bought D&B® Credit Check for Salesforce, which adds value to both the credit & sales organizations. It enhances workflow and assures the sales team will not waste their time pursuing prospects with a poor credit profile.
Stephen Grier , Credit and Collections Manager , CoWorx Staffing