Insight Introduces Credit Alerts to Financial Data and Credit Monitoring

You no longer need to go through the entire sales process before credit checking potential customers. Credit Manager is the innovative new facility that enables users to see a financial snapshot of a prospect in real-time using an easy to read and simplistic format – ideal for non-financial people.

Credit profiling - Insight Data Today it’s essential to credit check customers and prospects to make informed business decisions. Salestracker has built-in credit profiling and provides key financial data including Credit Rating, credit score, colour coding specification and details of adverse credit, such as County Court Judgements.

Credit Alerts

Salestracker introduces its brand new feature ‘Credit Alerts’. The system can now send notifications directly to you if your customers or potential customers have had a change in credit rating or their financial information is updated, making sure you always have your finger on the pulse.

The Credit Alerts is part of a new Alerts function, which can even notify you if your sales team haven’t been in touch with a prospect or customer for a given period of time.

This new tool is vital in ensuring the risk is severely reduced when dealing with prospects that potentially cannot pay giving you the information you need to form a strategy that can save you time and money when dealing with prospects.

To have a demo of Salestracker and its new features, call our team on 01934 808293 or for more information email hello@insightdata.co.uk