VISTA InfoSec

OCTOBER 21, 2024

Integration: Integrating seamlessly with your existing CRM and other business tools is vital. Most businesses already have customer relationship management (CRM) software, workforce management tools, and communication technology systems in place. CCaaS aims to complement these systems, not replace them entirely.

Cybersecurity 130

Cybersecurity CRM Disaster Recovery Encryption 130

EBizCharge

AUGUST 20, 2024

EBizCharge and PDI Technologies have teamed up to develop a seamless payment integration that will enable merchants to process payments directly within PDI Enterprise, providing new productivity gains and enhanced data security.

Technology 52

Technology Payment Gateways CRM Gateways 52

EBizCharge

AUGUST 8, 2024

Salesforce is a leading Customer Relationship Management (CRM) software offering a comprehensive suite of tools to support business operations and growth. The benefits of processing payments in Salesforce Salesforce payment processing integrates seamlessly into the CRM ecosystem, offering numerous advantages.

Processors 52

Processors Payment Gateways Fraud Detection Encryption 52

EBizCharge

AUGUST 16, 2024

Invoice delivery: Upon creation, the electronic invoice is securely transmitted to the buyer through the e-invoicing platform. Enhanced security: E-invoicing provides a higher level of security with data encryption and secure transmission protocols, minimizing the risk of invoice fraud.

Legal 52

Legal CRM Process Facilitators 52

EBizCharge

JUNE 4, 2024

Acumatica is a cloud-based enterprise resource planning (ERP) system that offers a full suite of business management applications, including financials, distribution, project accounting, and CRM. Because it’s cloud-based, Acumatica provides real-time access to business data from any location, facilitating remote work and business continuity.

Credit Cards 52

Credit Cards Process Payment Gateways Best Practices 52

Nanonets

SEPTEMBER 23, 2023

This not only saves time but also minimizes the risk of data loss. When it comes to security, accounting software offers enhanced measures to protect sensitive financial data. With password-protection, user permissions, and data encryption, businesses can ensure that their financial information remains secure and confidential.

Small Business 52

Small Business Accounts Automation Compliance 52

FloQast

JANUARY 22, 2024

Automation Improves Data Security Companies must often keep financial records for multiple years, depending on whether they are private or public. Data integration: The accounting automation software you pick should collect and integrate data from multiple sources, whether Slack, Teams, Excel, the ERP, or the CRM.

Automation 52

Automation Reconciliation Audit Accounts 52

EBizCharge

JUNE 3, 2024

It provides modules for finance, manufacturing, supply chain management, human resources, customer relationship management (CRM), and more. Epicor integrates data across departments, enabling businesses to improve efficiency, reduce costs, enhance productivity, and make informed decisions based on real-time insights.

Process 52

Process Payment APIs and Integration Payments Disputes 52

Nanonets

JANUARY 10, 2024

Specific Features : Depending on the nature of the data collection, users might need specialized features not available in Typeform, such as advanced conditional logic, offline data collection, or heightened security measures for sensitive information.

CRM 40

CRM Automation Assessments Process 40

Nanonets

APRIL 29, 2024

Security and Compliance : Prioritize software solutions that adhere to industry-standard security protocols and compliance requirements. Look for features such as role-based access controls, data encryption, and compliance certifications (e.g., SOC 2, GDPR) to safeguard sensitive financial data.

Reconciliation 52

Reconciliation Payment APIs and Integration Audit Regulatory Compliance 52

Nanonets

JANUARY 10, 2024

Improved Data Accuracy: Minimize human errors by automating data entry and synchronization between systems. Customized Solutions: Tailor your workspace to fit your specific needs by integrating with a wide array of tools, from email and communication apps to CRM systems and beyond. FAQ How secure is Monday.com?

API 40

API Automation CRM Process 40

Nanonets

JULY 21, 2023

Acting as a centralized platform, it retrieves data from the general ledger and compares it with bank statements and invoices, facilitating accurate and swift account reconciliation. Once approved, the reconciled data is securely stored in a centralized database, ensuring an auditable trail.

Reconciliation 52

Reconciliation Payment APIs and Integration Online and Mobile Banking Automation 52