App Spotlight: Company Credit Checks for Zoho CRM

App Spotlight: Company Credit Checks for Zoho CRM

App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. 



 

Company Credit Checks for Zoho CRM 


Company Credit Checks for Zoho CRM allows you to automatically import key financial data of over 6.5 million UK businesses into your Zoho CRM. Essential financial information such as credit limit, company health rating, and creditor days allows you to make informed decisions when deciding what credit terms to offer your customers. 

 

 

Business needs 

  • It is vital that businesses of any size protect themselves against bad payers. In the last year there has been over £5billion of unpaid business debt in the UK. 
  • Businesses need to know and understand the credit profile of a customer when deciding what credit terms to offer. 

 

Solution 

  • Company Credit Checks for Zoho CRM gives you key financial data you need to decide what credit terms to offer a customer in the UK. 
  • You can validate company names and look up company numbers through a single click on Zoho CRM. The records in Zoho CRM then get auto-updated with the information pulled from Company Credit Checks' database. 

 

Benefits 

  • Make informed decisions when deciding what credit terms to offer a customer from within Zoho CRM. 
  • Reduce customer credit risk. 
  • Eliminate the time taken to find key financial customer information through other channels. 
  • Know which customers are growing and are financially healthy, so you can upsell and crossell to them.