Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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