Remove Audit Remove CRM Remove PCI DSS
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The Ultimate Guide to Ecommerce Payment Solutions

Stax

Businesses using self-hosted gateways must handle data security measures and comply with industry standards like PCI DSS. Your sales team would also love it if your payment solution integrates with CRM tools like Hubspot, Zoho, and Salesforce to monitor customer transactions and customize outreach efforts.

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Beyond the Firewall: Rethinking Payment Data Security

Finextra

While enterprise systems like ERP and CRM often have strong security protocols, these systems don’t operate in a vacuum. That eliminates data sprawl, reduces audit complexity, and gives finance teams greater peace of mind. Strategic Benefits Beyond Security The appeal of tokenisation goes beyond protecting against fraud.

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Credit Card Processing for Small Business: Everything You Need to Know

Stax

It also ensures that data security best practices, particularly PCI DSS (Payment Card Industry Data Security Standards) requirements , are followed to the letter to prevent any breach or loss of sensitive customer data. The company facilitates the transfer of information and funds between the customer’s bank and your business’ bank.

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What is a Payment Processing System and How Does It Work?

Stax

You also have to manually reconcile payments with accounting, inventory, or customer relationship management (CRM) systems. Additionally, ensure the processor works well with other business tools like CRM, enterprise resource planning (ERP), and accounting software. The transactions are processed separately from other systems.

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The Ultimate Guide to Salesforce Payments

EBizCharge

Salesforce, a popular customer relationship management (CRM) solution, allows businesses to manage customer data, sales, operations, and finances within a single, cloud-based system, eliminating the need for disconnected systems. What is Salesforce?

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The Top Payment Methods For Small Businesses

Stax

You also need a payment services provider that supports your chosen payment methods, but that providers platform must integrate seamlessly with your existing CRM, ERP, payroll, CMS, and accounting software systems. Benefits of invoice payments Its a document that carries your brands visual identity (logo, business name, colors, etc.),

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What Are Merchant Category Codes (MCCs)?

EBizCharge

It also aids in matching transactions to specific accounts during financial audits. Tax reporting and compliance: MCCs aid in tax reporting and compliance with regulatory bodies like Payment Card Industry Data Security Standards (PCI DSS) and Anti-Money Laundering (AML).