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Get Paid Faster: Adopt an AI Solution That Integrates Credit Decisions into Your CRM

Trade Credit & Liquidity Management

The Missing Link: CRM-Integrated Credit Intelligence Sales teams are the first line of engagement. Here are 8 ways technology can now fill the gap: CRM-Embedded Credit Intelligence: By integrating natively with CRMs like Salesforce, sales teams don’t need to toggle between platforms. No delays, no chasing finance.

CRM 52
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Finance AI Chatbots for Businesses

The Finance Weekly

What started as simple, rule-based programs has evolved into smart conversational agents powered by advanced technologies. With over 200 integrations (think ERP and CRM systems), its built to streamline financial data management, budgeting, forecasting, and more. Gone are the days of generic scripts and limited functionality.

AI 130
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How To Integrate a Payment Gateway into Salesforce

EBizCharge

Popular customer relationship management (CRM) platforms like Salesforce continue to streamline these operations with robust sales, marketing, and service tools, making the ability to process payments directly within this system the cherry on top. What is Salesforce?

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My Thoughts on the Dopamine Rush of Money20/20

Finovate

The majority of people on the networking floor I spoke with had not read the entire, 594-page ruling. Panel discussions surrounding the rule also tended to agree that the purpose of the rule is data ownership, and not necessarily data portability. This figure does not include AI usage in a CRM setting.

AI 59
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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. Payment data is frequently copied, stored, and used across spreadsheets, shared drives, and supplier portals — far beyond the safety of core systems. We use cookies to help us to deliver our services.

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Why the Smartest Fintechs Are Scaling with AI Agents – Not Headcount

Finextra

Imagine an agent that scans customer interactions across CRM, support, and marketing tools, then identifies churn risks and recommends retention strategies - autonomously. Now, an agent sits between those tools, compiles a customer’s profile in seconds, drafts the reply, and even pre-fills CRM updates. Please read our Privacy Policy.

AI 59
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The Ultimate Guide to Ecommerce Payment Solutions

Stax

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. The rule of thumb is to evaluate whether a payment processor has restrictions in your industry before signing up.