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  • About Us
    • Who We Are
    • Expertise
    • Customers
    • Certifications
    • News
    • Blog
    • Partners
  • Services
    • CRM & CX Solutions
    • Mobile Solutions
    • Outsourcing
    • Nearshore
  • Products
    • AZAPP
    • Push Gateway
    • Sf Kickoff Pack
    • Informa - Business By Data
  • Get In Touch
    • Career And Opportunities
    • Academy
    • Contact Us
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Sf Kickoff Pack
    Informa - Business By Data
Are your reports scattered, printed, unreachable, outdated?

worldIT has developed an app, featured in Salesforce's(TM) AppExchange, that allows your company to have all of your clients and leads information gathered in the same place, avoiding the use of outdated information.

With Informa - Business By Data you have your credit reports centralized, integrated and up to date, using the software you already own, helping you to identify your best Clients and Prospects, always securely.

 

 

This product gives an easy access to Credit Reports provided by InformaDB in Salesforce, allowing to:

  • Attach the PDF Report in Salesforce
  • Configure the list of attributes to retrieve from the Credit Report
  • Log every operation in Salesforce

 

After the installation of the Informa - Business By Data package, your company will be able, directly from Salesforce, to:

  • Access Informa DB's report information from Salesforce;
  • Have the history of reports and analyze your clients or leads evolution over time;
  • Attach PDF Reports, that can be downloaded, to Accounts or Leads
  • Update Account and Lead data with informa DB info;
  • Select relevant fields from report and mapping to update Salesforce Accounts/Leads fields;
  • Receive alerts from relevant info
  • Create Reports and Dashboards with Credit Report data
   
    Get additional information

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