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Insight Data have helped us to grow our business significantly and shown us the best way to use our time and resources to make sure we’re targeting the right audience to get the results
Origin – Victoria Brocklesby – COO
Over 50,000
Construction and Glazing data listings
88,000
Verified key-decision maker emails
94%
Deliverability rate on all email sends
20,000
Market research calls made per month
The World’s First CRM Software with Integrated Company Credit Check
When it comes to running your business, knowing your prospects and customers’ financial health is crucial. Credit Manager is the world’s first CRM software with integrated company credit checks and is available exclusively for Salestracker customers.
With Credit Manager, you no longer need to go through the entire sales process before credit checking potential customers. Instead, you can view a real time financial snapshot of a prospect in an easy to read and understandable format – streamlining your sales process and ensuring you connect with financially sound businesses.
Credit Insights to Inform Finance, Sales and Marketing Teams
Powered by one of Europe’s leading credit reference agencies, Credit Manager effortlessly links to Salestracker, keeping all records up to date every single day*. It’s perfect for finance directors and those working within sales or marketing teams.
In just a few clicks, you can browse a company’s registration number, date of registration and credit score. All businesses are marked between zero to 100 and each score is colour coded so the results can be instantly recognised. For instance, a good credit score is green while a poor score is red, showing you must approach with caution.
* Available as an optional extra for Salestracker subscribers
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Building Partnerships with Financially Stable Businesses
County Court Judgements (CCJs) are a critical indicator of a business’s financial health which is why Credit Manager will flag any CCJs that have been raised for companies within the UK. With this information you can make informed decisions about your existing customers and potential prospects.
By identifying CCJs, Credit Manager protects your business from bad investments and instead, allows you to build relationships with financially stable and reliable partners.
Speak to the teamFrequently Asked Questions
If you're looking for more information about Credit Manager, check out some of our frequently asked questions and find the answers you're looking for.
What is Credit Manager and how does it benefit me?
Credit Manager is a feature within Salestracker that provides real-time company credit checks directly within the CRM. This eliminates the need for separate credit checking processes, saving you time and resources. It empowers your sales team to make informed decisions about potential customers before investing significant time and effort.
How is Credit Manager different from traditional credit checking processes?
Traditional credit checks often involve separate platforms and manual data entry, slowing down the sales process. Credit Manager integrates seamlessly with Salestracker, providing instant access to credit information directly within the customer record. This streamlined approach allows for proactive credit management and faster sales cycles.
Where does the credit information come from?
Credit Manager is powered by one of Europe’s leading Credit Reference Agencies, ensuring the highest standards of data security and privacy.
Is there a cost associated with using Credit Manager?
Yes, Credit Manager is available as an optional extra for Salestracker subscribers. Please contact us for pricing details.
Who should I contact if I have questions about the credit information or encounter any issues with Credit Manager?
Speak to a member of our dedicated support team for assistance with any questions or related to Credit Manager.
Trusted by Europe’s Leading Building Product Suppliers
For over 10 years, we’ve relied on Insight Data. It’s the only genuinely dedicated database for our sector. We’ve tried other options, but Insight Data is the best. There’s nothing else that gives you the depth of information – sectors, products, contact information, credit rating – it’s got everything we need
Epwin – Gerald Allen – Head of Marketing
Insight Data’s platform is easy to navigate, offers the most comprehensive information, provides excellent support, and has helped us increase our customer base by 50%.
TuffX. Andy Hayes – Sales Manager
Insight Data were extremely professional and helpful along every step of the process. The results we received were better than anything we could have expected with numerous new customers coming on board.
Texecom
We needed a CRM package that was geared to our industry and was easy to use. There are a lot of companies out there but Insight Data’s Salestracker seemed to offer everything we needed.
Dekko Window Systems Limited
We were hugely impressed with Insight’s professionalism and comprehensive industry knowledge. Whether it was their telesales team, copywriters or graphic designers, we were safe in the knowledge that they understood what we do, who we want to target and what our products can offer them. We are delighted with what has been achieved so far and we look forward to working further with Insight Data moving forward.
Mark Wood, Managing Director of The Milwood Group