article thumbnail

How Adopting Stax Connect Plus Transformed Internal Lift & Customer Experiences for ClientTether

Stax

Challenge ClientTethers partnership with Stax began with a familiar goal: delivering seamless, embedded payments to its customers and franchisees. While ClientTether adopted most of Stax Connects payment solutions, it initially opted to handle payment support internally. Talk to sales

CRM 88
article thumbnail

How To Integrate a Payment Gateway into Salesforce

EBizCharge

Real-time payment visibility: With real-time transaction tracking, your team can immediately see the status of payments whether pending, completed, or failed without leaving Salesforce. This visibility allows for faster follow-ups, accurate forecasting, and timely resolution of payment issues.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Ultimate Guide to Salesforce Payments

EBizCharge

Provide training and documentation for users To maximize the benefits of your integrated payment system, ensure that your team knows how to use it effectively. Provide training for relevant departments on processing payments, issuing refunds, generating reports, and troubleshooting common issues.

article thumbnail

The Benefits of SaaS and Implementing SaaS Payments

Stax

Hence, businesses looking for embedded cloud-based payment solutions need to verify the data protection methods used by SaaS payment providers. You also need to consider providing 24/7 customer support to help customers with any payment issues. However, such software needs to be implemented with the utmost care.

article thumbnail

Managing Accounts Receivable in NetSuite: Tips and Tricks to Handle Credit Card and ACH Transactions

EBizCharge

Use real-time AR dashboards and reporting With real-time data, finance teams can quickly identify overdue accounts, track payment performance, and make informed decisions to improve collection efforts.

ACH 59