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.