How to Integrate Payments in Sales Cloud

How do you Optimise Salesforce Sales Cloud for your end users? During this five-part blog series we are going to look at the ways to maximise the features of Sales Cloud harnessing the power of third party apps to get a full end to end solution for your business. 

• Part 1 – How to Optimise the Design of Sales Cloud for Users
• Part 2 – How to Implement a CTI for Sales Cloud
• Part 3 – How to take Payments in Salesforce Sales Cloud
• Part 4 – How to do Financial Accounting in Salesforce Sales Cloud
• Part 5 – Sales Cloud vs Revenue Cloud: What’s the Difference?

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3 ways to take payments online with Sales Cloud

There are different ways you can take online payments to integrate with Sales Cloud:

• E-commerce integrations are best for organisations trying to sell multiple products to consumers at once – e.g. Commerce Cloud, Third Party E-Commerce Solution
• Integrated Payment Gateway Solutions are best for high-volume one-off payments. Can you also be used for multiple payments but an e-commerce solution might be better 
• Online Form Solutions with a Payment Merchant Integration are best for small volume one-off payments as a cheaper quicker solution

To propose the best solution it’s important to ask a series of business analysis questions to gather requirements. Here are 20 questions to ask when appraising the best online payment solution:

Detail of Services

• What type of activities will you be taking payment for online and who are your customers – individuals or organisations?
• Volume – Please indicate Number and £ value of transactions per month/year now and in the future.
• Are they one off or recurring payments?

Existing systems

• Do you have any current and/or preferred online/card processing payment tools?
• If applicable – Reason for changing – what are the current limitations?
• What do you expect your future email base to grow to in one year, and five years?

Features of the Tool

• What features do you need the payment tools to have?
  • Eg: Online forms for taking information
  • Automated receipts
  • Take payments over the phone
  • Ability to do refunds

Mapping with Salesforce

• What data do you want to collect in Salesforce during the payment process

Payment Tools/Payment Gateways Tools Review

• Are there any tools that you are particularly interested in/reviewed already?
• If applicable, what do you like/not like about them.

Budget

• Do you have a budget for implementation/management costs?
• Do you have a % margin you are willing to pay per transaction?

Payment Receipt Options

• What payment receiving options do you require?

Links to Financial System

• Will the payments be linked into a financial management system?
• Evaluation, reporting, monitoring capabilities
• What are your key performance indicators?
• What reports and dashboards will you require?

Measures of Success

• What would success look like?

Implementation

• How many people will be using the payment integration tool(s) or data collected by the tools and what level of admin?

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