Bringing Your Business Credit Reports Lineup Directly Into Salesforce
Approve More Deals With the Synergy of Blended Credit Data
Are you tired of having to navigate out of Salesforce just to pull a business credit report? Wouldn't it be easier if you could just access the reports you need directly?
Introducing Synergy for Salesforce
Synergy for Salesforce provides access to your Business Credit Reports, Inc. account and report offering within Salesforce. By integrating with your Account or Leads tabs, business credit reports are only a few clicks away!
Empower your sales and credit teams to instantly:
- Approve More Deals
- Grant Higher Credit Lines with Confidence
- Streamline Your Processes
How it works
Once the app is installed and setup, simply:
- Open any Account or Lead
- Click the Get Business Credit Report button (or quick action if in Lightning)
- Select your Report Type
- Choose the Company File and Order!