Blog & NewsCredit Check for Microsoft Dynamics
Global credit check for Microsoft Dynamics
When you work with another company, it’s essential to know if that company is creditworthy. To help you do business with the right companies, Olbico has launched a global credit check for Microsoft Dynamics. So, users can easily check credit risk information about other companies directly in their CRM system.
Altares Dun & Bradstreet powers the credit check. Olbico offers this trusted and well-known service to Microsoft Dynamics users.
Always up to date
The credit check is then updated regularly. So, when something changes, it’ll immediately get updated in your CRM system. Your CRM software will always contain actual, accurate and validate credit risk information.
The global credit check can become part of your workflow
The credit score (the number assigned to a company) can be applied to the workflow, too. For example, in marketing automation, if your new lead does not pass the credit check, you can exclude the lead from your marketing activities. Likewise, you can also include leads that pass the credit check. This way, you know you’re spending your marketing budget on building valuable relationships.
Discover more about the global credit check for Microsoft Dynamics
The global credit check for Microsoft Dynamics is available now. Would you like to learn more about it? Please contact us. We’re happy to share more information and provide a free demo.