Thomson Reuters CLEAR Salesforce Integration
Locate, identify, and analyze high volumes of background data to make more assertive decisions in less time, with our Thomson Reuters CLEAR for Salesforce integration.
Quickly Verify Persons and Businesses With Thomson Reuters CLEAR on Salesforce
- The CLEAR integration, built by Cloudsquare, connects your Salesforce CRM to one of the most trusted investigative services on the market, powered by billions of data points and leveraging cutting-edge public records technology.
- You get access to a collection of comprehensive public and proprietary records, along with sophisticated analytics, all within a single working environment.
- With the Thomson Reuters CLEAR integration for Salesforce, you can easily access essential background information, simplify and speed up the investigative process, and get tools to make more accurate decisions.
Gain Valuable Insights and Resolve Cases in Minutes
Locate, Identify, and Connect the Facts You Need
Thomson Reuters CLEAR is one of the most trusted and comprehensive investigative services on the market, giving creditors, law and tax professionals, financial services professionals, commercial customers and government investigators the risk management and due diligence information to make smart business decisions.
Faster, Simpler, More Effective
The CLEAR integration for Salesforce reduces the investigation process to a matter of minutes. Pulls can be run in seconds and the results are quickly returned to Salesforce, parsed onto usable fields, and the full report stored on the record. Say goodbye to multiple screens, multiple logins and copy/paste.
Intelligent Tools for More Accurate Decisions
TR CLEAR customizable risk scoring allows you to create custom preferences and filters according to your exact risk tolerance levels, and Quick Analysis Flags give you a high-level, instant snapshot of a person or business to help determine if a more thorough investigation is needed.
“Cloudsquare is top-notch. I am so impressed by the whole team at Cloudsquare. They are professional, innovative and hard-working. They kept us informed every step of the way. With their solution, we’re now able to efficiently track leads and we have better visibility into our sales flow. Their team is top-notch, and they delivered everything when they said they would. They went above and beyond and it was a pleasure to work with them.”
Integrate the Best In-Class Due Diligence and Risk Assessment Tools With Your CRM
See how our Thomson Reuters CLEAR Salesforce integration features enables organizations to confidently verify identities, detect fraud risks, and efficiently conduct comprehensive research on subjects and businesses
- Access millions of public records from sources such as the top credit agencies, utility, and phone files, FEIN data, incarceration and arrest data, and corporate filing data.
- Run quick ID Confirm/Risk Inform checks with customized risk scoring, data preferences, and filters to have a consistent approach to risk assessment throughout your Salesforce portfolio.
- Access deep-dive due diligence reports to get the full picture of a person or a business and see all the underlying data.
- Search a comprehensive court record repository complete with federal and state records. TR CLEAR Court records include criminal, civil, bankruptcy, liens, judgments and UCCs.
- Shows a high-level overview of risk possibilities with simple Yes or No results, such as: Criminal records, Bankruptcies, or Multiple SSN’s
- Get a quick snapshot of the person before ordering a full report
- Easily added to standard and custom Salesforce objects
- Integrate with 3rd party managed packages like nCino, Q2 Lending, and other Salesforce Apps
- Person Search
- Business Search
- Court Search
- CLEAR ID Confirm & Risk Inform Search
- Quick Analysis Flags
- COMING SOON – Adverse Media Searching
Say goodbye to switching back and forth between multiple screens, using multiple logins and trying to figure out how to store all of your data.
Our TR CLEAR integration lets you run a background check directly in Salesforce, and then automatically parse the results onto the lead or account, reducing your process to a matter of minutes.
With this integration for Salesforce, the heavy lifting of running background checks has already been done.
Ready to optimize your Risk and Fraud process with our Thomson Reuters CLEAR Salesforce integration?
FAQ
What is Thomson Reuters CLEAR?
CLEAR is one of Thomson Reuters’ Risk and Fraud solutions powered by billions of data points and designed to conduct investigative research and locate hard-to-find information on people and businesses to quickly resolve fraud cases and identify potential concerns.
How can I get started with Thomson Reuters CLEAR Salesforce Integration?
You need to have a CLEAR account and Salesforce licenses. Once your account is set, contact one of our talented Salesforce experts and order some licenses. We will then provide you with links to self-install it and instructions on how to do it. It is very easy and straightforward.
Can you help me install TR CLEAR on Salesforce?
Yes! If you need help installing it, we offer a White-Glove Installation package where we help you get set up in no time and without any hassle. Contact our team of Salesforce experts!
How do I get a TR CLEAR account?
If you don’t have one, we can connect you with the CLEAR team to help you get set up. Contact one of our consultants and get started with this integration.
What does this integration cost?
The license starts at $45/user/month. Contact our Salesforce experts to get a quote on Company licenses or our plans for more users’ licenses.