Many organisations, for many reasons may need to verify a customer’s identity or credit history before confirming a sale. We have come up with a solution that makes this process as whole lot easier by creating an integration between your Dynamics CRM system and Veda Advantage. You will gain peace of mind and also provide better customer service with this time-saving tool.
Save Time
With our Dynamics CRM to Veda Advantage integration your Sales Representatives will now have the ability to verify an address or run a credit check instantaneously. Even if they are out on the field, as long as they have internet access, will be able to complete this process on the spot. This can eliminate a significant amount of time and hassle out of the sales process.
Security
Risk is present in many organisations and particularly to those lending credit to customers. This integration will let you run a smarter business giving you enhanced security and peace of mind.
Improved Customer Service
This solution will allow you to move things along faster in the sales process avoiding frustration with your customer. Your customer will also not feel interrogated with numerous questions to verify their address or access their credit history. A couple of pieces of information is all that is required to complete the process keeping both parties on track and happy.
How it Works
In the situation where you require to verify a customer’s address or wish to view their credit history you can either enter the customer’s first and last name and their date of birth into the system and you will receive a report back almost immediately.
On this report from Veda Advantage you will be able to verify the customer’s previous and current address history, and also view their credit history. There will also be a ‘Veda Score’ so you can assess the overall risk of your customer. For example a lower score of 100 or less is seen to be of greater risk, while a score of 700 and above indicates a good credit risk.