Add Revenue Collection to Your Customer Portal

Allow customers and partners to manage their account, view past invoices or receipts, and pay online through your Salesforce Community with Chargent. Enjoy more revenue, faster service, and happier customers.

Customer Self-service and Payments

Chargent works in Salesforce Experience Cloud, removing the need for siloed billing or payment systems. Changes made by your customers in the portal are updated automatically in Salesforce. Customers can update payment details, billing addresses, and more in their account without calling a customer service rep. Adding Chargent for payments opens opportunities for:

  • One-time, installment and recurring payments
  • Online donations
  • eCommerce payments

Improve Customer Experience

Enabling self-service in Salesforce Communities lets customers and partners manage simple requests at their convenience. Most customers don’t want to call or interact with customer service for issues they expect to quickly resolve online themselves, resulting in a better customer experience. In addition, your team is able to focus on more strategic or complex tasks and provide better service to those who need more guidance.

Overcome and eliminate billing worries

Partner Access and Ordering

A Salesforce Partner Community online portal gives your partners access to important information, pulled directly from Salesforce. Information is up to date and pulled from a central system. Your team and your partners can work with the same data, without the need for phone calls or emailed documents. Chargent adds functionality for:

  • Updating payment information
  • Ordering equipment or supplies
  • Accessing invoices and payment records

Explore More Ways to Take Payments with Chargent