Summary
 The Salesforce BI Plus App brings Creditsafe data and insights into Salesforce, helping teams make informed decisions without leaving their CRM.


What is the Salesforce BI Plus App?

The Salesforce BI Plus App integrates Creditsafe data directly into Salesforce, allowing users to access insights within their CRM environment.


Who is it for?

  • Sales teams using Salesforce
  • Account managers
  • CRM administrators


Key features

  • Integration with Salesforce
  • Access to Creditsafe data within CRM
  • Embedded insights and reporting


Benefits

  • Work within a single platform
  • Improve efficiency and productivity
  • Make informed decisions in real time


Limitations and considerations

  • Requires Salesforce environment and setup
  • Functionality depends on configuration and permissions