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Chargent Payment Processing for Salesforce

5 Reasons You Should Add Payment Integration to FinancialForce


If Sales doesn't know it's clients' status with Accounting, and HR has no idea what leads Sales has on the horizon, and Accounting doesn't understand what projects the new hire is assigned to, how smooth do you think things will operate? How efficient will your billing process be? What's the impact on cash flow?

FinancialForce helps many Salesforce-using companies with this problem. They offer Salesforce users a cloud ERP option that integrates multiple departments including Finance, Sales, and HR. Many companies quickly understand the benefits to managing everything from opportunities and leads to project resources and talent acquisition from the single location FinancialForce gives them.

For users of Salesforce and FinancialForce, there are additional integration options so you can manage even more of your business from the single location. Applications like Chargent let you integrate payment management directly from FinancialForce, and here are 5 reasons you should consider it for your operation.


Manage Payments Directly Inside Salesforce and FinancialForce


Being able to manage as many operations as possible inside a CRM like Salesforce gives you a comprehensive overview of everything that is happening related to a client or project. It's also simply a more efficient way to operate. With Chargent supporting your Salesforce and FinancialForce integration, you don't log into a different system to manage payments or the billing process. Chargent creates payment and billing buttons directly into FinancialForce so you can initiate the process with a single click. You can also use one of more than 20 payment gateways for billing, including Authorize.net, CyberSource, PayPal, Chase, Vantiv, Braintree, Stripe, Merchant e-Solutions, eWAY, and Moneris.

FinancialForce Logo


Capture Revenue Faster


When capturing payments and billing customers is as simple as a click of a button, you're going to see improvements in your cash flow. By integrating Chargent into your Salesforce and FinancialForce process, you can have employees authorize payments directly into the system, including accepting payments from credit cards or directly from bank accounts with ACH / eChecks. You also have access to real-time or scheduled billing to provide the best options to your customers and your finance team. This all means that billing and payments from Salesforce are more likely to happen on time and with an easy-to-manage process.


Improve Data Quality


When critical data and information lives in two different systems, you're likely to experience not only errors and inconsistencies, but also a process that causes headaches and wastes time. When you've made the decision to use Salesforce and FinancialForce to manage multiple parts of your company, you want to be sure the information it contains is accurate. By managing your payment and billing in FinancialForce, you can eliminate the need for duplicate data entry and a separate payment system. You'll can be confident your data is accurate and current, and you'll have a better understanding of your transaction history. Chargent also give you the ability for cash matching between payments and FinancialForce, to save you time reconciling records and doing unnecessary data entry.

FinancialForce Logo


Improve Order and Invoice Processing


What many companies who use Chargent with their Salesforce and FinancialForce integration soon realize, is that they do not sacrifice any of the processes from their old payment system. In fact, many see big improvements to how they process orders and invoices. Some of the most valued features include the ability to store multiple payment sources for each customer, and the option to generate and email payment requests or payment link emails. By managing the process within FinancialForce, many users find they have better control and scheduling of upcoming invoice and payment processes.


Peace of Mind Security Features


Security of your customer data is paramount and you need to cover all your bases to protect it. Chargent brings its own additional security that works in conjunction with the existing security features of Salesforce and FinancialForce. Chargent gives you PCI compliant security tools like tokenization which limits the vulnerability of your customer's data by storing tokens instead of the actual account information. Another important feature is the Chargent Payment Console which creates a secure link between Salesforce, FinancialForce and your payment gateway.