Invoices, Payments, and Your CRM
Many organizations have a need to allow their customers to make invoice payments and set up automated recurring payments in a simple and intuitive way that integrates directly with their CRM (Salesforce) and their payment system (Stripe). A lot of companies still receive checks in the mail for invoice payment. In the situations where they do allow some form electronic payment, their payment systems are typically not integrated with their CRM, so they do not get a 360-degree view of their customers. Trifecta’s Stripe Payment Launchpad is a 100% Salesforce native solution that allows customers to easily make self service payments and set up automated recurring payments, while giving organizations a clear view into what is happening with their customers in real-time.
Add a payment portal to your existing digital experience
Your company may already have a Salesforce digital experience such as a customer service or partner portal that allow your customers or partners to interact with you for support and related business. The Stripe Payment Launchpad can be added to any existing digital experience, without much effort. Additionally, it can be customized to match your company’s branding requirements and any business rules that are specific to your organization. If you do not already have an existing digital experience, the Stripe Payment Launchpad can be set up as its own digital experience and can be customized just the same.
Stripe Payment Launchpad In Action
Let’s explore the before-and-after customer experience of a corporate customer making monthly payments to their energy provider. Before, they would get a bill via mail. Someone would need to read it, get a check made out in the amount due, get an envelope, address it, and finally mail it to the energy provider. With Trifecta’s Stripe Launchpad, the same person logs into the digital experience once, sets up recurring payments to be deducted from a company bank account via ACH, and never has to do anything again. Each month, they will get an automated email telling them that a payment for a specified amount is going to be made, and after they payment is made, they will get another email that it has been made, and they will see it as an ACH withdrawal transaction in their bank account. This saves the customer significant time, but it also guarantees the energy provider that they get their payment on time every month. No more needing to follow up to find out where payments are, if they have been sent, when to expect them, etc. Lots of time is saved for customers and the organizations that implement Trifecta’s Stripe Payment Launchpad.
What If I Have a Commerce Storefront?
Lastly, it is worth noting that if your company plans to implement or has implemented a B2B or D2C Commerce storefront with Salesforce Payments, Trifecta’s solution can be added on to the storefront and will utilize Salesforce Payments in that situation for a unified commerce experience.
Trifecta’s Stripe Payment Launchpad will get your company quickly set up to enable self-service online payments and give you a 360-degree view of your customers. To learn more, visit our Stripe Payment Launchpad page.
