Category: Blog
-
Benefits of Salesforce Subscriptions Management
Being a business that has adopted a subscription revenue model, you might need help with customer retention, revenue recognition, and churn rate. According to Subscription Flow, 48% of businesses need help to meet their subscription management challenges, ultimately downgrading their customer experience and leading to churn issues. Therefore, to cater to such problems, you need…
-
Automated Payment Processing System for Insurance Companies in Salesforce
Do you know that 67% of insurers use online payments as their primary investment method (source: Exavalu)? This is due to the convenience it offers your customers to choose a plan, schedule a transaction, and ease the payment process. With this increase in digital payments, insurance agencies have necessitated this way of investing. But everything…
-
How to Optimize Your Recurring Billing Process with Automation in Salesforce?
Many businesses are turning to subscription-based models, in current days. This is because customers are increasingly adopting this model. It gives customers complete control over their service subscriptions, making it a popular payment model. Due to the expanding popularity, businesses seek a solution that easily manages recurring billing processes while providing automation capabilities. In this…
-
The Role of Payment Gateway in the Fintech Industry
Payment gateways play a crucial role in the fintech industry as payment facilitators. These gateways are well known as the backbone of this industry, as it might not work without them. With the increasing adoption of online and cashless payments by customers, fintech payment gateways have become necessary. These help facilitate a streamlined connection between…
-
Salesforce Invoicing – Must Read Guide Before Managing Invoices
Regardless of the industry you operate in, invoicing must be an important part of your internal processes. This being crucial yet complex to manage gives origin to various management challenges, such as laborious and manual invoicing. Moreover, these challenges often result in unclear and inaccurate invoices, which might prove to be faulty for your business…
-
Salesforce Billing: All You Need to Know
Are you still doing invoices manually? Is it hard for you to keep track of your billing? If yes, you’re in the right place. Many businesses still face these challenges. Performing manual tasks is time-consuming and overwhelming, which affects the business’s productivity. However, with Salesforce billing, you get a streamlined billing process that boosts your…
-
How to Receive International and Multi-Currencies Payments with Salesforce
Salesforce, the #1 CRM, serves businesses of all sizes, industries and geographic regions. It is one of the top CRM providers around the globe, with more than 150,000 customers. Despite its engaging capabilities, businesses face various challenges when receiving international and multi-currency payments in Salesforce. Based on a Rapyd report, they face issues like delays in…
-
Pro Tips for Businesses to Deal with Failed Payment in Salesforce?
Nowadays transacting online has become an integral part of our lifestyle. No one usually carries cash, they perform transactions online using different payment methods, be it credit card, or debit card, using payment applications like Google Pay, Apple Pay and more. This is because it is easy and convenient for them to just click and…
-
10+ Advance Tips to Choose the Best Salesforce Payment Service Providers( PSPs)
Today, Salesforce has become essential for businesses looking to ease operations and enhance the customer experience. Further, they need to integrate online payment service providers for better transaction experience. Whether you’re a small startup or a huge business, selecting the right payment option can positively impact your sales and overall business efficiency. In this detailed…
-
How to Automate Payment Processes in Salesforce? Complete Guide
Automation has reshaped business, bringing ease to professionals’ lives. In online payments, customers favour the simplicity of initiating transactions. Have you ever wished handling online business payments could be as easy as a click? Salesforce ensures this with automated payment processes, streamlining financial management. This extends a convenient payment method globally, unlocking doors to vast,…