Creditsafe – Odoo Integration
Businesses across the world trust Creditsafe with their B2B data needs. With millions of businesses in their database, Creditsafe is the market leader for business credit reports. They are a leading provider of online business credit reports to B2B and corporate sector customers, offering a range of Business Intelligence services to help them make informed decisions.
This Business Intelligence and Credit score information adds value if its available with the Odoo like CRM systems. Usually the Business Development and Sales people are more aligned to the CRM and Sales ERP CRM systems through out their daily operations. Hence it makes more sense if the additional intelligence about the customer business they are dealing with is available withing their CRM software system itself. This article covers one of such specific integrations of Creditsafe system to Odoo CRM Solution.
Creditsafe delivers business credit reports to over 365 million companies worldwide so Businesses can proactively manage and grow their business as it offers instant access to business credit reports.
Creditsafe – Odoo Connector
Creditsafe platform helps to get insight into every private and public company, and the people behind them. Creditsafe works with companies across all sectors.
Credit Safe Base allows you to integrate the Credit Safe platform into your Odoo ERP. This connector allows you to get more insights about the customer and hence make better decisions about your customers and suppliers.
Features Of Creditsafe – Odoo Module
- Import 30+ fields into the company information under Odoo Contact just through a few clicks.
- Get a list of companies matching the company name you are searching for when you are not sure about the full name
- Select the one company which you want to and automatically populate 30+ fields under the company name along with the name of decision-makers of the company.
- Select the ‘Active Country’ from the dropdown within the Odoo itself, to target companies from specific countries.
- Get the log of the updated information to keep the track of changed values.
Click here to Buy the app for Odoo Community/Enterprise Edition
Check an organization is real, affirm its enrolled subtleties, address, and legitimate status.
Let the system fill in all the required fields for various rich entities from the Data provided by the CreditSafe platform into your Odoo.
Contact the Decision-maker
Get the contact of decision-makers listed on your Odoo system. Connect directly with them to let the discussion move at a fast pace.
Get insight into the customer’s financial status and propose the quotations accordingly to get it approved in the first shot.
Apart from the available information, enrich the contact with more information accessed from Creditsafe and analyze the customer.
Add the company/key individual’s contact to include them in the conversation, and use the contact for future campaigns after sorting the contacts.