A Better Way to Integrate Your Payments into Salesforce

Sep 09, 2016

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.

Let us help you get a high risk merchant account today!

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Having a merchant account allows an account holder to take advantage of merchant cash advances. When a merchant is approved for an advance, the business agrees to receive a lump sum of cash in exchange for an agreed-upon percentage of future credit card sales.

Pricing varies depending the merchant’s industry, past credit card processing history, the type of business seeking the account, average ticket sales, and average transaction volumes.

Yes, EMB works with merchants who are building their credit, as well as those who have poor credit. EMB also approves merchants that have no credit card processing history and businesses that have lost their merchant accounts due to high chargebacks.

Several factors influence a merchant’s risk level. Though only one factor likely will not get a merchant classified as high risk, a combination of these may: business size, location, and industry, credit score, credit card processing history, a industry’s reputation for excessive chargebacks, a prior history of high chargeback ratios, and whether a merchant exclusively sells online.

Virtual terminals are stationed on a merchant’s website, making it easy for customers to make a payment or purchase online. Merchants or a payment processor can easily set up virtual terminals, so online businesses can accept credit and debit card and e-check transactions.

A merchant account is a business account with an acquiring bank. Without this business account, which actually works more like a line of credit, a merchant cannot accept and process credit and debit card transactions. Businesses need a merchant account to accept major credit cards via a static point-of-sale terminal, mobile card reader, or through a virtual payment gateway.

After filling out EMB’s simple online application and submitting any necessary, requested documents, many merchants get approved within 24 and 48 hours.

EMB specializes in working with high-risk merchants. EMB works with many merchants, including but not limited to businesses in these industries: gambling and gaming, adult entertainment, nutraceuticals, vaping and e-cigarettes, electronics, tech support, travel, high-end furniture, weight loss programs, calling cards, e-books and software, and telecommunications.

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