PYMNTS

JUNE 12, 2020

Additionally, users can use an add-on with Enterprise Diamond that brings together some accounting features with the client management functions of Salesforce CRM. The CRM connector, which can be tailored and is new, allows information to be harmonized in Salesforce CRM and Enterprise Diamond.

Payroll 56

Payroll CRM Client Management Accounts 56

PYMNTS

APRIL 5, 2017

Frédéric de Gombert, CEO of software startup Akeneo, first noticed the problematic methods by which brands managed product inventory information while working at an IT company helping clients manage or maintain their transitions to eCommerce.

CRM 40

CRM Product Client Management Participant 40

EBizCharge

MAY 23, 2024

Businesses can embed payments into standard business software, such as Enterprise Resource Planning (ERP) and accounting, eCommerce, Customer Relationship Management (CRM), and transportation systems. CRM Embedded payments can be very beneficial when your business integrates them into CRM software.

Embedded Payments 52

Embedded Payments Payment APIs and Integration ISOs Payments 52

Stax

JANUARY 17, 2024

To offer great customer experiences and maintain KYC records, crafting a tailored interface with a robust CRM system is important. Besides, recording customer payment information manually is time-consuming and in huge volumes, simply impossible! Unsuccessful transactions Failed transactions are a huge menace to SaaS companies and ISVs.

ACH 88

ACH Facilitators ISVS Payment APIs and Integration 88

Stax

APRIL 17, 2025

Lets say you offer a CRM that allows users to store up to 5,000 contacts on the base plan. Lets suppose youre selling a client management solution that allows users to keep track of their client engagements and projects.

Payment APIs and Integration 88

Payment APIs and Integration Process ISVS Push-to-Card 88

EBizCharge

APRIL 26, 2024

Accounts receivable management plays a pivotal role in businesses’ financial health and operational efficiency across industries. As businesses extend credit to clients, managing accounts receivable becomes essential for maintaining liquidity, ensuring timely payments, and fostering healthy cash flow.

Accounts 52

Accounts Best Practices Disputes Procedures 52

Nanonets

AUGUST 1, 2023

Seamlessly combining various customer relationship management (CRM), content management systems (CMS), and other applications into a cohesive system becomes achievable with the help of no-code tools. Integration is another prominent use case for no-code solutions.

Automation 52

Automation Professional Development Process API 52