PARTNER
Jitterbit
Integrate D&B Decision Maker into Your Existing Systems
Dun & Bradstreet and Jitterbit have collaborated to build a connector and automated credit decisioning workflow template that integrates Dun & Bradstreet's Decision Maker from our flagship credit decisioning platform, D&B Finance Analytics, right into your existing ERP and CRM.
Decision Maker from D&B Finance Analytics automates credit decisioning with Al-driven global credit intelligence for comprehensive risk assessments to help quickly onboard customers, set the right terms, collect payment on time, and improve working capital.
This integration and workflow template, Powered By Jitterbit, enables you to automatically initiate real-time credit decisions from your existing applications-helping you streamline processes, improve DSO, and reduce bad debt.
The automated credit decisioning workflow template supports the following capabilities:
- Automatically trigger a credit review based on the status of an opportunity in your CRM
- Automated credit decisioning that will leverage the opportunity amount from your CRM, the amount the customer currently owes, and the credit limit from your ERP
- Submit opportunities requiring credit review to Decision Maker
- Apply your custom scorecard and rules to Credit Requests to credit limits and terms for customers
- Approvals and Declines coming out of D&B Finance Analytics update your CRM and ERP applications in seconds