Our automated credit report service removes the need for the manual generation of reports and can talk directly with your internal IT systems, saving a significant amount of time.
Our IT Team can assist you in fully integrating company credit data into your Customer Relationship Management (CRM) and/or Accounting Software. Chosen fields can be taken from information contained in our manual reports. They will automatically flow into your custom fields in your CRM or Accounting Software, reducing the need for manual data entry.
The technique we use is called XML Delivery. It works similarly in that you would generate a report manually by dialing directly into our secure IT systems via your IT infrastructure. Information will be passed automatically to verify your access. We will then work closely with you to choose the information you require for each company. We will immediately respond with that data using the company registration number or company name.
Our CRM integrator is designed for business owners who like to work on the go! Create a centralised dashboard to automate and streamline your day-to-day operations. Take control of your cash flow and view all company credit check data in one place.
We can show you how to use our XML dashboard so you can manage your business credit report information in real-time and generate easy-to-read reports.
The data supplied by our XML Delivery uses the same data sources and database as our online reports and is updated throughout the day. We can also collate Company credit check information on Limited companies in the UK and Non-Limited companies, Companies House Documents, and Director Reports.
We focus on driving our clients' businesses forward with access to the latest technology to streamline your access to UK Credit report information. There is little or no cost for implementing this service. We can email over our step-by-step guide if you need instructions on how to use the dashboard. The cost of providing this service is based on the time it takes to integrate this with your IT team, based on an hourly rate charged directly to you upon project completion.
To find out more about we can assist you in fully integrating company credit report data into your hosted CRM system, please call us at 01494 790 600 or contact us by email, and we'll come straight back to you.