Cloudsquare Credit

Cloudsquare Credit

Cloudsquare
Collection Pro

Collection Pro

Credit Strategy
+
+

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About

Get access to the three major credit bureaus and pull credit reports directly from Salesforce, reducing costly human errors, improving efficiency, and enabling faster and better credit decisions. Cloudsquare Credit is a credit reporting tool that connects to Experian Equifax and Transunion via FactualData enabling underwriters to make credit inquiries directly from within Salesforce. Users get fast and easy access to essential credit check data, the option to run soft or hard pulls, and the ability to fully automate the decision-making process according to their unique business model. Integrate Cloudsquare Credit within your application and underwriting workflows to trigger both soft and hard pulls automatically, reducing human errors and decreasing time-to-decision. All data points from the reports are parsed out individually into Salesforce, meaning you can create sophisticated business logic to automate the qualification process and predetermine what happens next.

About

Credit Strategy products are Microsoft based credit management systems that utilize such tools as Access, SQL databases, Excel and Word. They work with any accounting software or ERP system, such as Oracle, SAP, JD Edwards, Peoplesoft, etc. They work in most operating systems, such as an AS400 or UNIX environment. Credit Strategy products are designed by credit professionals for credit professionals. Program comes with standard reports and measure employee performance as well as A/R results.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Enterprises wanting a solution to leverage granular credit data to automate business processes

Audience

Organizations searching for a Collection Management system

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Cloudsquare
Founded: 2018
United States
cloudsquare.io/salesforce-products/cs-credit-app/

Company Information

Credit Strategy
www.creditstrategy.com

Alternatives

Metro2

Metro2

Switch Labs

Alternatives

CMS Credit Suite

CMS Credit Suite

Credit & Management Systems
Laser Credit Access

Laser Credit Access

Laser Accuracy
Bectran

Bectran

BECTRAN
Credit Hound

Credit Hound

Draycir
eCredit Complete

eCredit Complete

Credit Bureau Connection

Categories

Credit Management Supported

Categories

Credit Management Supported
Debt Collection Supported

Debt Collection Features

Agency Management Not Supported
Auto Dialer Not Supported
Automated Notices Not Supported
Callback Scheduling Not Supported
Client Management Supported
Commission Management Supported
Compliance Management Not Supported
Contact Management Supported
Credit Bureau Reporting Supported
In-House Collections Supported
Payment Plans Supported
Transaction Management Not Supported

Integrations

Accenture Cloud Trade Promotion Management Supported
Cloudsquare Lend Supported
Conga Billing Supported
Docusign Supported
Equifax Account Verification Supported
Experian Connect Supported
MuleSoft Anypoint Platform Supported
Salesforce Supported
TransUnion Collections Management Supported

Integrations

Accenture Cloud Trade Promotion Management Not Supported
Cloudsquare Lend Not Supported
Conga Billing Not Supported
Docusign Not Supported
Equifax Account Verification Not Supported
Experian Connect Not Supported
MuleSoft Anypoint Platform Not Supported
Salesforce Not Supported
TransUnion Collections Management Not Supported
Claim Cloudsquare Credit and update features and information
Claim Cloudsquare Credit and update features and information
Claim Collection Pro and update features and information
Claim Collection Pro and update features and information