Customer Payments
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How to Accept Payments in Your CRM Software with CRMDialer
Published on: September 2, 2020
Customer resource management platforms are designed specifically to bring your organization’s multiple sales, support, and administration functions into a single point of control. Billing is an area many CRM tools can help with, but with CRMDialer, you can also handle payment processing right from within a lead’s profile. That means single and recurring payments can […]
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The Power of Payment Collection in Your CRM
Published on: June 27, 2019
Cash payments are quickly going extinct, and whether you’re in B2B or B2C sales, your customers now expect to be able to pay electronically. Failure to offer them the payment options they want is a surefire way to stand out for all the wrong reasons, so it’s important to offer a wide variety of electronic […]
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Support Center Basics, CRM 101
Published on: January 31, 2019
Customer service support is a tough but rewarding business. You often walk the line between calming down frustrated (and sometimes angry) customers, solving issues and trying to be as efficient as possible. The hustle of a busy support center isn’t the only hurdle. Some of the other big challenges most support centers face include: Customer […]
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Why Salesforce Uses Too Many 3rd Party Services To Achieve Payments Acceptance?
Published on: January 29, 2019
One look at the payment processing solutions listed on the Salesforce store, and you’ll see there are tons of third-party options. In fact, there are more than 40 third-party services used by Salesforce customers to achieve payment acceptance. Call us crazy, but we’re fans of a simpler, more streamlined approach. Third-party services are great. After […]
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Understanding Online Payment Services – The Complete Guide
Published on: December 12, 2018
Customers — and this is true for business-to-business and business-to-consumer business models — increasingly expect the convenience of being able to get paid online. Until relatively recently, most small businesses and organizations were stuck collecting payments manually. But as technology continues evolving, so do your payment options. Best of all, accepting online payments gets your […]