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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

EPM serves as the ETCETERA® (ETC) module specifically geared towards application development and managing processes. It allows for the creation of web-based applications tailored for task management, case handling, business operations, and accounting functions, all while supporting mobile workforce needs. Using EPM, organizations can swiftly design, build, and launch online workflows that incorporate automation, user interfaces, data input and validation, content collection, task routing, rule-driven workflows, and the ability to synchronize processes between offline and online environments. The focus on tasks within EPM enhances user satisfaction, as successful task completion greatly influences their overall experience. Furthermore, EPM is crafted to enable users to efficiently manage and finalize all their work responsibilities through just three distinct presentations, streamlining their workflow. This integrated approach not only fosters productivity but also ensures that users remain engaged and motivated in their work tasks.

Description

Essential business functions like credit decision-making, customer onboarding, and debt recovery can become overly complex and sluggish when customer-facing teams operate from disparate systems with isolated information. BusinessConnect, designed on the Force.com framework, effectively simplifies, streamlines, and speeds up the collections and credit management processes by automating routine tasks and decisions, while also consolidating various operations related to account acquisition, management, and recovery into a single interactive platform in the cloud. This allows businesses to close sales more efficiently, onboard new customers rapidly, and keep a close watch on their customer base for potential financial risks. For a comprehensive overview of the numerous advantages offered by BusinessConnect, be sure to download our product sheet. Through its integration within Salesforce, BusinessConnect™ revolutionizes the credit management landscape, making it more efficient and less cumbersome than traditional methods.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ABLE Platform No 
AWS Data Exchange No 
BusinessBANKER No 
C2 Covalent No 
CRDFix No 
Fintech Sandbox No 
Greenhouse No 
Hooper No 
LTi ASPIRE No 
LendAPI No 
MoneyPatrol No 
Nav No 
Numerated No 
Peach Finance No 
Perpay No 
Rent Dynamics No 
RentTrack No 
StellarFi No 
TenantReports.com No 
Unqork No 

Integrations

ABLE Platform Yes 
AWS Data Exchange Yes 
BusinessBANKER Yes 
C2 Covalent Yes 
CRDFix Yes 
Fintech Sandbox Yes 
Greenhouse Yes 
Hooper Yes 
LTi ASPIRE Yes 
LendAPI Yes 
MoneyPatrol Yes 
Nav Yes 
Numerated Yes 
Peach Finance Yes 
Perpay Yes 
Rent Dynamics Yes 
RentTrack Yes 
StellarFi Yes 
TenantReports.com Yes 
Unqork Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ScerIS

Founded

1993

Country

United States

Website

www.sceris.com

Vendor Details

Company Name

Equifax

Founded

1899

Country

United States

Website

www.equifax.com/business/product/businessconnect/

Product Features

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

B2B Data

B2B Contact Data No 
B2B Intent Data No 
B2B Leads Data No 
B2B Marketing Data No 
Business Ownership Data No 
Company Data No 
Employee Data No 
Firmographic Data No 
Job Posting Data No 
Salary Data No 
Technographic Data No 

Debt Collection

Agency Management No 
Auto Dialer No 
Automated Notices No 
Callback Scheduling No 
Client Management No 
Commission Management No 
Compliance Management Yes 
Contact Management No 
Credit Bureau Reporting No 
In-House Collections No 
Payment Plans No 
Transaction Management No 

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation Yes 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access No 
No-Code No 
Task Management No 
Third Party Integrations No 
Workflow Configuration No 

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