Incredible success implementing Decision Maker in Salesforce
April 20, 2023

Incredible success implementing Decision Maker in Salesforce

James K. Hoover 🇺🇦 | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with D&B Finance Analytics

D&B Finance Analytics place a key role in executing our Global Credit Policy. The ability to centralize credit and AR decisions within a single platform was essential to evolving of credit risk processes. The platform's ease of use coupled with on demand tutorials embedded within creates adaptability in training as we scale our processes and the use of Finance Analytics country-by-country, business unit-by-business unit. The D&B user and technical support teams are easy to reach as well. They respond to email within hours, often sooner, and schedule ad hoc meetings as needed within a day or two.
  • Tool is easy to use
  • Tool is customizable
  • D&B support teams are easy to reach
  • Some features of the Decision Maker module are less intuitive and can be confusing at times
  • Within 45 days, the credit decision we implemented with Decision Maker yielded several million in collections of delinquent accounts
We now have the tool and insights we need to make informed credit decisions.
Our account information was implemented within a week, and the plug-in to Salesforce was implemented within a few days.
The D&B user and technical teams are incredibly responsive via email and always willing to schedule virtual meetings to troubleshoot any perceived issue.

Do you think D&B Finance Analytics delivers good value for the price?

Yes

Are you happy with D&B Finance Analytics's feature set?

Yes

Did D&B Finance Analytics live up to sales and marketing promises?

Yes

Did implementation of D&B Finance Analytics go as expected?

Yes

Would you buy D&B Finance Analytics again?

Yes

Account Manager is perfect for centralizing AR data across multiple source systems and providing real time financial risk insights. The Decision Maker module seamlessly plugs into Salesforce, automating a credit check decision for which a manual alternative was not feasible.