Salesforce PayNow Quickstart
from CloudStreet
from CloudStreet
If you are already using Salesforce, and your customers want more convenient ways to pay you for your products and services, PayNow generative payment links are a great add-on to your Salesforce org. Seamless payment systems have moved from helpful conveniences to expected necessities. However, even with recent advancements in the digital era most of these solutions have been costly and difficult to implement. That meant the opportunity for breakdowns in communication, along with increasing frustration. Now, CloudStreet offers Salesforce’s PayNow as an affordable Quickstart package for a seamless customer experience throughout the transaction process.
Introducing PayNow Quickstart
With PayNow’s innovative approach to taking digital payments, CloudStreet can help companies gain an edge on their competition. PayNow Quickstart helps streamline the transaction process, and can be embedded within other processes for ease and convenience. It creates a URL for payment from any Salesforce record, so customers can just click and complete their transaction, no matter what device they’re using. Common use-cases include sending payment links from a sales quote, field service ticket, or order record.
The Right Approach to Implementation
It can feel daunting to implement something like PayNow Quickstart, but it doesn’t have to be that way. The process is much easier when you take an iterative approach. Through strong feedback and an ongoing progression your company can integrate what CloudStreet has to offer into everything you already have, so it all becomes seamless over time. Here’s how.
The Main Phases of Our Product
- Determine stakeholders and payment collection points.
- Create links from records to ensure payment accuracy.
- Create templates for payment links (both SMS and email).
- Make manual updates to the link status to increase control.
Add More Features in Ongoing Phases
- Send daily uploads to accounting systems.
- Determine how the payment data will be leveraged.
- Make upgrades to customer portals to make payments easier.
Questions to Think About When Considering PayNow Quickstart
Not sure if PayNow Quickstart is right for you? Here are a few questions to ask yourself, so you can make the right decision for your company.
- How do you process payments now?
- Where will you add payment links in your business’ processes?
- Do your payments have compliance or audit standards?
- What backend systems do you have for reconciling payments?
- Does your current setup calculate charges?
- Will you need to include collection or accounts receivable?
You Can See Big Stakeholder Benefits
Customers can appreciate the benefits of a convenient and fully integrated payment option, but they aren’t the only ones. Your stakeholders will also benefit from making the change to PayNow Quickstart. Considering how those stakeholders will be impacted is an important part of your implementation plan.
For example, accounting teams will have better traceability and salespeople can speed up deals and reduce unpaid invoices. If your company is in healthcare you can get payment for services more efficiently when insurance doesn’t cover everything, and finance executives can experience better compliance.
It’s a winning option for everyone that improves trust and enhances efficiency. Optimizing a number of processes through easier payments will save time and other resources, adding value for everyone involved.
The Details on PayNow Quickstart From CloudStreet
You can get your system up and running quickly with us. We offer clear and transparent communication and a strong roadmap of the integration process. Ask us questions during the process, and get the help your business needs for the transition. Here’s what to expect.
- A review of business processes
- The creation of payment links
- Sharing of links via email
- SMS distribution, if desired
- Clickable links for PDFs
- Provide access for customers
- Track and report payments
- Find unpaid balances for follow-up
- Reconcile payments and other records
- Deactivate URLs when no longer needed
All It Takes Is One Click
When you embed PayNow Quickstart into the solutions you already use, you’ll get streamlined efficiency. You can also expect an efficient payment experience you can trust, because CloudStreet is committed to provide you with excellence. The right digital payment solution can make all the difference, and we can provide that difference for you. Come and explore our innovative creation, and redefine how you transact business for the future. We’re here to meet your needs.
