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What is Collection Pro?

Credit Strategy products serve as advanced credit management systems built on Microsoft platforms, utilizing tools such as Access, SQL databases, Excel, and Word. These innovative products seamlessly integrate with a range of accounting software and ERP systems, including well-known names like Oracle, SAP, JD Edwards, and Peoplesoft. They function efficiently across various operating systems, including AS400 and UNIX environments, ensuring versatility in diverse technological settings. Created by credit professionals for their colleagues, Credit Strategy products feature standardized reporting capabilities that evaluate employee performance in relation to accounts receivable results. Moreover, these systems are designed to optimize credit processes, ultimately boosting efficiency in financial management and decision-making. By improving workflows, they also contribute to a more strategic approach to credit and financial operations.

What is Cloudsquare Credit?

Access the three major credit bureaus and retrieve credit reports effortlessly via Salesforce, significantly reducing costly human errors, boosting operational efficiency, and facilitating faster, well-informed credit evaluations. Cloudsquare Credit acts as a credit reporting solution that connects seamlessly with Experian, Equifax, and TransUnion through FactualData, enabling underwriters to perform credit inquiries straight from Salesforce. This integration provides users with rapid and easy access to essential credit information, with the option to conduct either soft or hard inquiries, alongside the ability to fully automate decision-making processes to meet their unique business requirements. By incorporating Cloudsquare Credit into your application and underwriting processes, you can automatically execute both soft and hard pulls, thereby diminishing the chances of human oversight and accelerating the decision-making timeline. Each data point extracted from the reports is carefully documented in Salesforce, empowering you to create sophisticated business logic that streamlines the qualification process and predicts future actions. This integration not only enhances the efficiency of credit assessments but also revolutionizes how credit evaluations are performed within your organization, fostering a more responsive and agile decision-making environment. Consequently, organizations can better align their credit strategies with overall business goals while maintaining compliance and accuracy.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Credit Strategy

Company Website

www.creditstrategy.com

Company Facts

Organization Name

Cloudsquare

Date Founded

2018

Company Location

United States

Company Website

cloudsquare.io/salesforce-products/cs-credit-app/

Categories and Features

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

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