Integrate Red Flag Alert with Salesforce to make smarter, faster, and safer business decisions
What feels manageable today becomes a growth blocker tomorrow
Automatically flag high-risk accounts before they reach your pipeline, helping your team focus on safe, high-potential leads and avoid costly mistakes.
Streamline data management with automated company checks and updates, ensuring accurate, information without the tedious manual work.
Generate clear, real-time reports that reveal customer health, potential risks, and actionable insights.
Equip every rep with real-time insight into prospects, customers, and risk so they can make smarter decisions in every interaction. With live business intelligence surfaced directly in their workflow, your team can instantly see key company data, compliance status, and portfolio risk before they pick up the phone or hit send on an email.
Enrich Salesforce records with accurate company and riskinformation
Identify high-risk businesses before onboarding
Build trust in every opportunity you pursue
Keep data fresh and reliable across your CRM
Automate onboarding and monitoring by triggering checks automatically inside your existing flows, removing the need for manual lookups and data entry. Your team can run company checks, refresh business intelligence, and update risk statuses in a single click, while Salesforce captures the results and keeps every record up to date.
Automatically screen companies and flag issues duringonboarding
Create risk-based approval flows for faster decision-making
Eliminate repetitive manual data entry
Maintain compliance seamlessly within daily operations
Watch our Salesforce integration video, and learn how to boost your CRM with real-time risk intelligence.
Watch Our VideoTurn CRM records into clear, visual dashboards that show exactly where opportunities, risks, and bottlenecks are in your pipeline at a glance. By combining live data with Salesforce activity, your teams can track portfolio health, compliance status, and sales performance in one place without exporting to spreadsheets.
Visualise customer and prospect risk scores across your portfolio
Create automated alerts for changes in customer status
Track trends to guide sales and strategy decisions
Manage risk proactively with confidence and clarity
Give your team everything they need in one place so they can move conversations forward instead of hunting for company data, ownership details, or risk approvals across multiple systems. Automated checks and embedded workflows mean key information and decisions are surfaced inside Salesforce, so the right people are looped in and approvals happen faster.
Automate account verification to speed up new deals
Keep pipelines clean and conversion rates high
Prevent wasted effort on high-risk or insolvent companies
Shorten the time from lead to close with fewer manual steps