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Ratings and Reviews 0 Ratings
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What is RollBase?
DMSi has made a pivotal transition away from Salesforce by creating a new CRM application utilizing Progress Rollbase, successfully wrapping up the project in just three months while achieving considerable cost savings. The previous reliance on Salesforce had turned out to be quite costly and, even after five years, it did not provide the flexibility, agility, or user-friendliness required to meet the demands of the business and its large customer base. By opting out of Salesforce, DMSi was able to develop a CRM solution that not only replicated the essential functions of the former system but also guaranteed smooth integration with the existing Agility ERP system based on Progress OpenEdge. Through the use of Progress Rollbase, which can be 35%-50% more affordable than Salesforce, DMSi has enabled its business users to independently develop and customize applications without the need for IT support. This strategic shift not only delivered significant financial benefits but also significantly boosted the independence and effectiveness of business users across the organization. Furthermore, DMSi's commitment to Progress Rollbase marks an important advancement in promoting innovation and operational efficiency within the company, paving the way for a more flexible and responsive approach to customer relationship management.
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.
Integrations Supported
Accenture Cloud Trade Promotion Management
Cloudsquare Lend
Codeless Platforms Alerting Software
Conga Billing
Docusign
Equifax Account Verification
Experian Connect
MuleSoft Anypoint Platform
Salesforce
TransUnion Collections Management
Integrations Supported
Accenture Cloud Trade Promotion Management
Cloudsquare Lend
Codeless Platforms Alerting Software
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
Progress Software
Date Founded
1981
Company Location
United States
Company Website
www.progress.com/customers/details/dmsi-software-rollbase
Company Facts
Organization Name
Cloudsquare
Date Founded
2018
Company Location
United States
Company Website
cloudsquare.io/salesforce-products/cs-credit-app/
Categories and Features
Application Development
Access Controls/Permissions
Code Assistance
Code Refactoring
Collaboration Tools
Compatibility Testing
Data Modeling
Debugging
Deployment Management
Graphical User Interface
Mobile Development
No-Code
Reporting/Analytics
Software Development
Source Control
Testing Management
Version Control
Web App Development