Thomson Reuters CLEAR for 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.
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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.
- Get access to a collection of comprehensive public and proprietary records, along with sophisticated analytics, all within a single working environment.
- Easily access essential onboarding insights, simplify and speed up the investigative process, and get tools to make more accurate decisions.
Confirm Identities Quickly
Verify people and businesses quickly by comparing information against continuously updated data. Understand key risk factors immediately by reviewing detailed criminal history. Fully understand underlying content with transparent access to underlying full source documents.
Faster, Simpler, More Effective
The CLEAR integration for Salesforce reduces the investigation process to a matter of minutes. Searches 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.
Customize Tools to Meet Your Risk Needs
Thomson Reuters CLEAR customizable risk scoring allows you to create custom preferences and filters according to your exact risk tolerance levels, and Quick Analysis Flags gives 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 billions of proprietary and public records from sources such as the top credit agencies, phone files, FEIN data, incarceration and arrest data, and corporate filing data.
- Customers can get actionable CLEAR report data directly into their CRM.
- Run quick identity verification and risk assessment checks with customized risk scoring, data preferences, and filters to have a consistent approach to risk analysis 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. Thomson Reuters CLEAR Court records include criminal, civil, bankruptcy, liens, judgments and UCCs.
- Easily set up CLEAR searches to run automatically from any existing or new business logic
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Parse the CLEAR ID Confirm and Risk Inform data directly into Salesforce fields
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Easily set up CLEAR searches to run automatically from any existing or new business logic (requires auto pull add-on)
- Displays 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
- Clicks not code design lets you easily set up CLEAR products to work within your existing business workflows
- Easily integrates to 3rd party platforms like nCino and Q2 as well as basic Salesforce and Financial Services Coud
- Easily added to standard and custom Salesforce objects
- Person Search
- Business Search
- Court Search
- CLEAR ID Confirm & Risk Inform Search
- Quick Analysis Flags
- *Experian Business Credit (CLEAR partners with Experian directly)
- COMING SOON – Adverse Media Searching
- Access deep-dive due diligence reports to get the full picture of a person or a business and see all the underlying data.
- Get a quick snapshot of the person or business before ordering a full report
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 Thomson Reuters CLEAR integration lets you confirm identities, complete risk checks, and conduct deep-dive investigations 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 due diligence 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 & 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 Salesforce experts to order licenses. We will then provide you with self-install links for the software, including easy, straightforward instructions on how to access the product.
Can you help me install Thomson Reuters 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 Thomson Reuters 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.
*** Thomson Reuters is not a consumer reporting agency and none of its services or the data contained therein constitute a ‘consumer report’ as such term is defined in the Federal Fair Credit Reporting Act (FCRA), 15 U.S.C. sec. 1681 et seq. The data provided to you may not be used as a factor in consumer debt collection decisioning, establishing a consumer’s eligibility for credit, insurance, employment, government benefits, or housing, or for any other purpose authorized under the FCRA. By accessing one of our services, you agree not to use the service or data for any purpose authorized under the FCRA or in relation to taking an adverse action relating to a consumer application. ***