Avoid bad payers with Insight Data

Credit profiling for suppliers is no longer a luxury. With many businesses struggling post-pandemic, the risk of bad debt is growing. Companies in the fenestration, building products and construction sectors can’t afford to waste time and resources chasing prospects who turn out to be poor payers. Insight Data’s Credit Manager tool, part of the Salestracker CRM platform, helps you spot those risks upfront.

Why Credit Profiling Matters

Every quote, sample or site visit comes at a cost. When the prospect turns out to have a history of missed payments or County Court Judgements, the effort is wasted. That’s where real-time credit profiling becomes critical. By accessing key financial data at the first point of contact, your sales and accounts teams can make quicker, better-informed decisions.

This isn’t just about protecting cash flow. It’s about giving your team confidence to pursue the right customers, the ones who are stable, reliable, and worth investing time in.

How Credit Manager Works

Credit Manager is an integrated feature within Salestracker, Insight Data’s cloud-based CRM platform. It gives you a financial overview of every contact in your pipeline, based on data from one of the UK’s leading credit reference agencies.

You can view credit scores, payment ratings, how long the company has been trading, and whether there are any CCJs recorded. The data appears in a clear, easy-to-understand format so that even non-financial users can interpret risk without needing formal training.

Credit Manager is particularly useful for companies supplying the glazing, building products and construction sectors. Whether you’re targeting installers, merchants, housebuilders or contractors, the tool supports faster, safer qualification of leads.

Why Sales and Finance Teams Use It

Sales teams use Credit Manager to prioritise leads that meet their criteria. Finance teams use it to support payment terms and onboarding. And directors use it to understand the financial landscape of their customer base before making strategic decisions.

In practical terms, it means you can:

Avoid quoting or visiting firms that are flagged as high-risk
Adjust credit limits or terms before contracts are signed
Monitor your active client base for any financial changes

What Makes It Different

Alex Tremlett, Commercial Director at Insight Data, explains: “Everyone has come across bad payers at some point. You invest time and money generating leads, your sales team follows them up, meetings take place, samples are sent, quotes are prepared, and only then does your accounts team discover the company has a poor credit history. It’s frustrating and avoidable.”

“With Credit Manager, that entire process can be streamlined. The information is available at the start, right inside SalesTracker. It means your team can work smarter from the outset, spending time on opportunities that are financially viable.”

Insight Data is the only data supplier in the UK fenestration and construction space offering live credit profiling within a sales and marketing database. That means you’re not relying on static or outdated company information. The system updates in real time, giving you confidence that the lead you’re pursuing today isn’t going to create problems tomorrow.

It’s part of our wider commitment to provide verified, actionable data that reduces wasted effort and helps you win better business.

See It in Action

If you’re still relying on gut feeling or manual credit checks, it might be time to reconsider. Book a demo to see how Salestracker with Credit Manager works, and how it can save time across sales, finance and operations.

Learn More and Take the Next Step

If you’re considering better ways to qualify leads and reduce risk, Insight Data offers a range of tools to support your sales and marketing strategy.

Explore more about our services:

Discover how Salestracker CRM can centralise your prospect data and streamline your follow-up process.
Access our Fenestration Database for verified contacts across glazing, construction and building products.
Contact Insight Data to discuss your requirements or book a live demonstration.

For more information on Credit Manager, call Insight Data on 01934 808293 or email us at hello@insightdata.co.uk