Organizations are trying to strike a balance of enabling sales teams with more self-service tools while continuing to enforce policies your credit department has in place to limit risk.
BusinessIQ Mobile is an on-demand tool that allows users to quickly evaluate the risk profile of prospective clients while in the field. The end result – better qualified prospects, reduced credit risk and a friction-free customer experience.
Business finder
— Easily locate prospects via the mobile app by entering in the business name, city and state. Sales reps can select from a list of businesses which matched their search criteria.
Mobile report generator
— After finding a prospect via the app, a mobile report is generated providing a high-level summary of the business’ contacts, website, industry, and most importantly the credit decision. The mobile report is completely configurable by your BusinessIQ administrator.
Mobile to desktop synch
— Credit departments have access to view the mobile activity using their BusinessIQ desktop application. All mobile reports are stored in the desktop application for transparency and audit purposes.
BusinessIQ Mobile is an on-demand tool that allows users to quickly evaluate the risk profile of prospective clients while in the field. The end result – better qualified prospects, reduced credit risk and a friction-free customer experience.
Business finder
— Easily locate prospects via the mobile app by entering in the business name, city and state. Sales reps can select from a list of businesses which matched their search criteria.
Mobile report generator
— After finding a prospect via the app, a mobile report is generated providing a high-level summary of the business’ contacts, website, industry, and most importantly the credit decision. The mobile report is completely configurable by your BusinessIQ administrator.
Mobile to desktop synch
— Credit departments have access to view the mobile activity using their BusinessIQ desktop application. All mobile reports are stored in the desktop application for transparency and audit purposes.
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