Payments CRM
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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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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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Get Paid Faster During a Call – Your CRM Credit Card Payment Acceptance
Published on: January 7, 2019
Time is money. Every little bit of time you can shave off clunky business practices can be better spent doing what you do best and getting down to business. That’s why we created CRMDialer — to streamline everything and save time for businesses of all types. And now, we’ve created a credit card payment acceptance […]
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Electronic Check Conversion: Streamline Payment Processing With Your CRM
Published on: December 28, 2018
Technology is a beautiful thing. Not that long ago, you had to write (or accept) for payment, paper checks for just about every business transaction. Nowadays, digital transformation has changed everything, including how we work. Before a notebook or an agenda would be enough, nowadays you need customer relationship management software to be up to […]