Transforming how you gather business intelligence on your prospects and clients by providing live data that helps make faster and better informed decisions.
Red Flag Alert for Zoho CRM is a marketplace extension, developed in conjunction with Cloud Sauce, that connects Zoho CRM users with detailed information on over six million UK businesses.
Once connected, users will have unprecedented access to business intelligence the moment it becomes available.
Data updates every day
Red Flag Alert updates the account and leads in Zoho CRM providing users with the data needed to drive sales, manage risk and remain compliant.
Improves Efficiency by removing the need for time-consuming and error-ridden manual updates.
Improves Communication by ensuring all team members have access to the most up-to-date information.
Manage Credit Risk by accessing a unique and accurate financial health rating for any business.
Find Prospects by building highly specific prospect lists and delivering tailored sales presentations.
Close More Business by contacting prospects at the precise moment they need a product or service.
Remain Compliant by using data to meet AML and GDPR requirements.
Indicators of Financial Health
Filters of Key Business Data
Once connected you will be up and running in a few minutes:
1. Install the extension in the Zoho marketplace and sign up for a free trial.
2. Choose the leads or accounts that you want to populate with Red Flag Alert data.
3. Click Company Lookup to view the latest information on your lead or account.
4. For the latest financial details click Fetch Financials.
5. The data is set as a field in Zoho, allowing integration to the workflows.
6. The really exciting part is then deciding how to use the data.
With enterprise quality data connected directly to Zoho CRM, users can begin building the data-rich processes that provide a huge competitive advantage, including custom views, list views and bespoke reports.