Payments On Salesforce

Get a 360 degree view of critical data

When you embed your payments data in Salesforce, you start making better decisions for your business and its customers.

With payments being central to the health of your organization, it makes complete sense to have complete control over them.

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An invoice showing £144 with a pay now button

Unified data in Salesforce

A single view of customer interactions, behaviors and transactions unlocks business-changing insights.

Better customer relationships

More efficient management of customer relationships and quicker resolutions.

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100%
control

Improve the speed and quality of data available for AI and analytics.

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Zero in on the customer experience

Complete access to customer data, including payment history on Salesforce, gives customer service reps the foundations to deliver fully personalized customer experiences.

Resolve issues faster and more effectively by getting to the heart of the problem thanks to unified customer and payment data.

Financial operations powered by automation

Real Time payment tracking keeps 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.

A payments workflow for a new subscriber
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Versatile Payment Methods

Receive funds 3 times 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.

Asperato's UI for inbound payments

Boost your business intelligence

Supplement Salesforce’s advanced analytics and AI capabilities with payment data to gain deeper insight into customer transaction trends and payment behaviors.

Use Salesforce reports and dashboards to monitor key transaction metrics and performance indicators, helping you make data-driven decisions to improve financial health and customer satisfaction.

Secure, routinely audited and regularly updated

Managing payment data with Asperato and Salesforce ensures that data handling complies with industry standards and regulations, such as PCI-DSS for payment data and Scheme Rules for bank to bank payments. 

Robust security measures protect sensitive payment information and ensure it is securely managed both at rest and in transit.

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Payments for now and tomorrow

Salesforce platforms are inherently scalable, which means they grow with your business. 

Integrating payment systems within Salesforce ensures that as your business evolves, your payment capabilities do too.

Integration across your entire Salesforce org

Salesforce allows for integration with other business systems, like ERP and accounting software, which means your payment data can be seamlessly connected with other business processes.

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Ready to embed payment journeys and data in Salesforce?