by Mike Walsh | Dec 19, 2017 | Blog, Salesforce-Apps-AppExchange
In the business world, there are inherent risks in every deal or transaction. The larger the deal, the more precautions you want to take, which is where Onfido Identity Verification comes in. This simple Salesforce app is Lightning ready and not only uses a secure API to digitally verify identities, but also stores that verified data directly in your Salesforce org.
Onfido builds trust in an online world by helping businesses digitally verify people’s identities. Using machine learning technology, Onfido validates a user’s identity document and compares it with their facial biometrics. The identity can then be cross-referenced against international credit and watchlist databases.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jul 14, 2016 | Blog, Salesforce-Apps-AppExchange
For over two years, we’ve been sharing exciting new apps with you every week. Occasionally, we find a gap in the offerings on the AppExchange, and build our own tool. This week’s app is just such a tool. A number of our clients, across many different industries, rely on data from LexisNexis for identity verification and risk management. Until now, running LexisNexis searches required leaving Salesforce or building a complicated and expensive custom integration. Today, we’re excited to announce that we have just launched a new app, LexisNexis for Salesforce by the team at CloudMyBiz!
LexisNexis Accurint® for Salesforce provides access to the most widely accepted locate-and-research tool available to government, law enforcement, and commercial customers directly within Salesforce. Streamline searches by leveraging Salesforce data. Store, review, and print reports directly within your CRM. LexisNexis for Salesforce puts your most important data at your fingertips.
Save time and streamline your risk management and identity verification processes with LexisNexis for Salesforce. Contact CloudMyBiz today for more information!
About LexisNexis Risk Solutions
LexisNexis Risk Solutions (www.lexisnexis.com/risk) is a leader in providing essential information that helps customers across all industries and government assess, predict and manage risk. Combining cutting-edge technology, unique data and advanced analytics, LexisNexis Risk Solutions provides products and services that address evolving client needs in the risk sector while upholding the highest standards of security and privacy. LexisNexis Risk Solutions is part of RELX Group plc, a world‐leading provider of information and analytics for professional and business customers across industries.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Dec 31, 2015 | Blog, Salesforce-Apps-AppExchange
Just a few short weeks ago, we brought you early news of a new app from Experian, FusionIQ, which brings Experian’s risk and credit data directly into your Salesforce org at the click of a button. Normally such a new app wouldn’t even be in the running for our title of App of the Year, but with the demos we’ve seen and the number of clients who are excited about this powerful app, it rocketed to the top of our list. And now that FusionIQ is listed on the AppExchange, we’re even more excited! So with that, I bring you Experian FusionIQ, the CloudMyBiz App of the Year!
Whether you’re deciding to approve a new prospect, extend credit to an existing customer or purge bad risks from your portfolio, you need business credit data that is fresh, accurate and easy-to-access. The app gives you a full 360-degree view of your customer and prospect records, providing the information you need to make the best possible business decisions. Not only does the Experian FusionIQ app deliver unique power and convenience, the Experian data it provides is some of the freshest available for both large and small businesses.
This brand new app is one of the most exciting we’ve seen in a while, and I know you’re going to love it! Check it out today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Dec 4, 2015 | Blog, Salesforce-Apps-AppExchange
Many businesses, such as in the lending industry, rely on assessing a prospective client’s credit ratings to determine risk and identify if you’re looking at a profitable deal or a future headache. Salesforce lets you manage the important data you need relating to customers, but to get risk and credit data, you’re either looking at expensive custom integrations with credit agencies, or having to log into an external website, pull credit, then enter the results into Salesforce manually. Imagine how valuable it would be to have all that information integrated directly into Salesforce, ready for you at the click of a button. Well, I’ve got some exciting news for you! The CloudMyBiz team would like to introduce you to Experian FusionIQ!
The new Experian FusionIQ™ app gives you a true 360-degree view by seamlessly integrating critical risk-management data — such as credit scores, public-record data, corporate linkage and trade-payment information — into your Salesforce.com records.
My team recently got a demo of this exciting, new, free tool from Experian, and we were blown away by the power and simplicity of the app. This is one of the best products on the market, allowing you to pull both business and personal credit directly from Salesforce. Imagine the power of the analytics — Salesforce Reports and Dashboards based on data from Experian! Check out Experian FusionIQ, drop them a line, or let us know if we can help you evaluate this awesome app for your team!
Cover image by Joelle Diane
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
