Salesforce is celebrated by merchants the world over as a powerful customer relationship management (CRM) suite. People use it to:
- Conduct follow-ups on sales opportunities
- Track sales leads and monitor prospects
- Boost customer acquisition efforts
Salesforce is trusted to deliver impressing results in each of these areas. It even comes with social media and real-time customer collaboration and integration in its cloud-based technology.
Yet that’s not all the detail. The tool delivers full benefit when you directly integrate payments (resulting from actual sales) into your CRM. You can integrate the payments directly uploading transactions manually as they come into your system. But it’s needless to mention just how tedious such a manual process would be. The same is true when you elect to do periodically import data on these payment from your ledger.
The better approach
There’s a way to avoid the above two tedious and time-consuming approaches. It involves automation. With substantial growth prospects, automation becomes something you must consider, and not just a mere alternative.
- Salesforce integration with your payment processing
You can automate the integration of your payment processing into Salesforce by custom-designing the synching from the bottom up. This is possible since much of the platform (Salesforce) is built around open-source protocols.
Since this alternative means you are building from scratch, you’ll need a devoted team of programmers. They’ll need to build the required functionality and troubleshot it to ensure it works properly.
If you do not want to go all the way to custom design a new integration, the alternative is to find a dedicated plugin that’s already built to facilitate the integration into Salesforce. A quick search with Google will sure get you some great suggestions. Otherwise, you can get recommendations from those who have already used the plugins. Your programmer surely will have a few recommendations for you.
Better still, you can skip the whole trouble and instead partner up with a payments processor that already has a Salesforce integration. This is quite a trouble-free alternative. eMerchantBroker.com is a good place to start. Because it won’t cut you out of their service just because you are running a high risk business like offering payday loans. In fact, EMB has payday loan merchant account suite dedicated just to can keep your payday business up and running.
For additional information regarding payments integration into Salesforce, just get in touch with us.