By adding payments to Salesforce, you enable powerful process automation around the financial relationship with your customers. Salesforce Email templates, Flows, Process Builder and Workflow can all be used to customize and automate processes.
Reduce your team’s manual work, and improve customer satisfaction at the same time. Automate emails, order processing, and failed payment handling, while maintaining the personal touch where it counts with assigned tasks for phone calls. When they are able to focus just on high touch activities, with standard processes automated, your team can deliver even better service.
And with Chargent’s Automated Collections add-on module, you can automate the handling of failed or missed payments. Enable automatic retries and customer emails with payment links at a cadence you set. Get the analytics to see what works best so you can optimize the process. You collect a larger percentage of your receivables, while customers enjoy quick communication and the convenience of updating payment methods at the click of a link.