Marketing and Business Intelligence

Credit and Surety in CRM

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Jesus Alamo
In this article we are going to try to explain what it is, what it is for and what we get with Crédito y Caución and how to use it with this new functionality for you Zoho CRM.
credit and surety logo

In this article we are going to try to explain what it is, what it is for and what we achieve with it. Credit and caution. As well as how to use this new functionality for your Zoho CRM.

What is Credit and Surety?

First, you have to know why this concept only exists in the Business field, What is it credit and caution? And there are two meanings for this phrase. The first of them refers to what the two terms that compose it mean. Credit, is a financial operation in which a person agrees to pay money that has previously been requested from a financial institution or a private person. Although this last case does not occur too often, or is so private that it goes unnoticed. Caution, It comes to be a guarantee that that person will repay the loan. That guarantee can be through bureaucracy or through an oath or promise.

credit and caution

The second meaning is what this post brings us. Turns out, Credit and caution is a company with more than 90 years of experience in insurance and credit. It was founded in 1929 and in 2017 it came to monopolize 51% of the market share in the field of credit insurance in Spain.

How does Credit and Surety work?

Now that we know a little more about Credit and caution, we are going to see the new functionality that you can implement in your Zoho CRM. Also, you can only do it with Millennials Consulting, since we are the only one partner authorized by Crédito y Caución to implement this functionality.

Thanks to this implementation, you will be provided, with a single click, a waterfall of relevant data about a company you deal with in your Zoho CRM. This is achieved by a connection via API, commonly referred to as “API calls”, with the platform of Credit and caution.

We are not going to explain here the technical details of how this connection is, since it is not a matter to be discussed in this post and they are somewhat complex. Suffice it to mention that you will have a very high quantity and quality of data that you are going to bring with those API calls. Thus, in a first click, which would be a call, you will be taken to your Zoho CRM the basic data of a company such as postal address, phone, web page, its designation, city, country… and in a second call, we will obtain the most substantial data such as the Quantity of employees of the company, how many permanent, how many temporary, their delinquency and credit and other financial data legal acts made.

How to take advantage of our CRM with Credit and Surety?

Here the big question arises, what is this functionality for? Well, in the world, there is nothing better than knowing where and with whom you get involved when you do business. In the CRM from Zoho, anywhere CRM and why not say it, in any field of business, it is not the same to shoot blindly to see if you hit, than to shoot with a precision rifle with a telescopic sight that guarantees you the target. And that is what is achieved with this functionality, choose the data well what are you going to need With the data you provide Credit and caution in this implementation, you will be able to know many aspects of a company and make sure that you will be able to carry out a successful sales opportunity.

Millennials Consulting - Partner authorized

To end this post, Millennials Consulting, who has been the promoter of this brotherhood with Credit and caution, will be the one who implements the solution in your Zoho CRM for free. With the guarantee that the petitioner of the implantation will benefit from a calling plan whose price I will detail:


Today, there are two plans to take advantage of. One call or two calls.

What will you get with the implementation of Crédito y Caución?

  • A call. €2,01 the call.

    • Postal Address.
    • Phone.
    • Fax.
    • Web.
    • CNAE
    • Activity.
    • City.
    • Country.

This data, places them in two locations of our Zoho CRM. In a section within the module called "IberInform", which will have all the fields that are requested from Credit and caution and, individually, in the fields with the same name that are distributed by said module. Thus, the address data that is brought from the call will be placed in the "IberInform" section and in the Address field (or whatever it is called in Zoho CRM of the petitioner) that is in the module.

  • Two calls. €2,01 each call.

With two clicks. The first to get the data of the first point and a second click to bring the rest of data selected by Crédito y Caución y Millennials Consulting under the criteria that you want to follow. With the second call, the following data is obtained:

    • Employee information.
    • Solvency.
    • Delinquency.
    • Credit.
    • Identification data.
    • Description of the activity.
    • Financial information.

credit and caution

These data will be placed in the section described above with the name of "IberInfrom".

Do not hesitate to contact us without any commitment. Our experts will be able to advise you on this implementation and many more services that will make your company take off to another level.

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Credit and Surety integrated in CRM
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Credit and Surety integrated in CRM
In this article we are going to try to explain what it is, what it is for and what we get with Crédito y Caución and how to use it with this new functionality for you Zoho CRM.
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Millennials Consulting


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