Manage all inbound payments on Salesforce
Create better customer experiences by embedding payment collection into your Salesforce processes.
Enhance customer service, improve cashflow, and ensure compliance with security standards.
Faster Payment Collections
Let your customers choose how they pay you. Offer them card payments, Apple Pay, Google Pay and many other alternatives and set them up for automated payments.
Reduce Payment Failures
Failed payments are a problem for all businesses. Collect 99% of instant, one-off payments and 97.3% of automated, recurring payments on the first try.
Centralize your
data
Storing all your data in one place gives you a complete view of payments, as well as insights into customer transactions and behaviors.
Unleash your payment potential
CFOs:
Automating inbound payment tasks increases efficiency, allowing your team to focus on more strategic financial activities. Centralizing all your payments data also gives financial directors access to detailed insights into purchasing behaviors and payment histories all in one location.
Customer Service Leaders:
Find payment solutions for every step of your customer journey thanks to a single view of customer interactions and transactions.
Resolve issues quicker with robust payment data in Salesforce. Combine payments and customer service data to unveil business-changing insights into purchase behaviors, so you can build better products and slicker journeys.
Salesforce Users and Admins:
Eliminate inbound payment errors and inefficient retrieval processes with easy-to-set-up automations.
Ensure all data is compliantly sourced and stored in line with payment standards and regulations.
Precise payment routing
Leverage Salesforce's advanced automation capabilities to streamline your collections processes, including payment reminders, instant one-off payments, failure notifications and disbursements.
Build simple flows (or APEXs) and keep both the business and customer updated at all times.
Data you can trust
Real time payment tracking keeps you on top of your inbound cashflow, helping you pinpoint exactly where payments are failing with live notifications and alerts.
All this data is available in pre-configured and fully customisable dynamic dashboards and reports.
Receive funds 3x faster
Accept a versatile range of payment methods, such as credit cards, debit cards, wallets, APMs and bank to bank transfers. Instantly connect with your chosen providers when a transaction is triggered.
Funds move into your account up to three times faster than Direct Debit and seven times faster than credit cards.
Collect more money on time with payments on Salesforce
