It is a new year and the start of a new decade. Are your payment processes as efficient as they could be?
Do you have 2020 vision (sorry) into what customers have paid you, and are you empowering your team to easily collect what is owed to you?
Here are 4 questions to ask yourself, to improve how you use Salesforce and collect payments for 2020.
Does your organization enter credit card numbers manually?
If so, make 2020 the year you stop doing this. Typing in credit card numbers is inefficient, prone to human error, and not a PCI compliant practice. Even worse if your team members are doing something else, and scribble down credit card numbers on paper, to be entered later on.
With Chargent’s Payment Request feature, you can send payment links directly to your customers, where they can securely enter their billing details online. For in-person transactions, our Salesforce-connected payment terminal automatically captures payments from credit cards or smart phones. Get better data, faster, and without compliance risk.
REPORT: 5 Reasons to Take Payments from Salesforce
Enhance your 360-degree customer view and gain a competitive advantage with payment integration
Are your payments done in a system separate from your customer database?
Allow your team to take payments directly from where they work, rather than having to log into a separate system. Or even worse, the “swivel chair integration,” having to go ask someone who does billing to handle a payment.
When you make payments fit your existing processes, you save training time and expense, reduce implementation costs, and make your team more efficient. Customers or donors are happier too, since they get faster assistance and don’t need multiple points of contact to get help.
Chargent seamlessly integrates into your existing processes in Salesforce, empowering users to process payments, issue refunds (given the correct Salesforce permissions), and more. Plus, you are now keeping your data in one place, moving ever closer to that perfect decision making data set that we all strive for. Right at your fingertips.
REPORT: Best Practices for Managing Recurring Billing in Salesforce
Manage customer relationships and integrate subscriptions into your everyday workflow
Is your customer payment data tokenized?
Data breaches cost organizations billions of dollars each year. Stop worrying about customer card data — securely tokenize it.
Best of all, as a Salesforce customer, Chargent makes this simple for you to fix. Your team can securely tokenize cardholder data and bank accounts, without ever saving the data to Salesforce. So you store a secure token in Salesforce that can be used for future or recurring payments, your payment provider stores the sensitive payment information connected to that token, and you sleep better at night.
CHECKLIST: How to Save on Payments, Improve PCI Compliance
10 crucial steps to make your Salesforce payment process secure, easy and profitable
Do you need another way to grow revenue in 2020?
Organizations with inefficient payment processes end up slowing their revenue growth and reducing profits, by collecting payments more slowly, or even worse, not being able to capture some due payments at all. Inefficiency means more time, and these days more time may mean payment methods that are no longer valid, or customers who are no longer responsive.
Chargent enables customers to scale their business by streamlining their payments. Here is what Janine McCullough of Practice CFO said about us; “Our company has tripled in size since we started using this app. I could not imagine handling the growth without them.”
So how are you going to start 2020? To talk through any of the questions above with a Salesforce payments expert, just contact us. We are always here to help.