Get Started
Get Started
4.9/5 Salesforce Customer Satisfaction

Dealing with Clunky Payment Systems?

Manual follow-ups, siloed customer views, and slow invoice resolution. These are common troubles that we can eliminate with one of Trifecta’s payment solutions.
“ In only a few short months, we have nearly completed a thorough health check of our Salesforce instance and significantly reduced our backlog of development requests. We now view Trifecta as both our expert advisors and adjuncts to our IT team – we look forward to continuing our journey with them.
Bill Berson
Chief Information Officer
Text + URL Example

Trifecta will use the contact information you provide to reach out to you about our products and services. To learn more about our privacy practices and our commitment to protecting your personal data, please review our Privacy Policy

Services

Improve Your B2B Payment Processing

Eliminate manually processing invoices and communications while boosting your real-time access to information. Invest in streamlining your checkout and payment process!

An underrated way to ensure your customer retention rates are up is to enhance your checkout process. When customers deal with a clunky or slow process while trying to make their payment, they are less likely to return in the future.   

programs

Our Payment Solutions

Salesforce Payments Launchpad

For B2B / D2C Commerce Cloud users to offer their customers secure transactions and flexible payment options.
  • Store Payment Methods and Make Payments
  • Enables Customer Self-Service
  • Mobile-Responsive with Customizable UI/UX
  • Customizable Email Notifications
  • Save Payments
  • Pay Invoices Manually in Real-Time
  • Set Up Recurring Payments
  • Pay Multiple Invoices at Once
  • Manage Payment Methods
  • Pay with Credit Cards or ACH

Stripe payment launchpad

Creates Salesforce native payment portals for your customers to manage and make payments. Potential for implementing autonomous agents.
  • Runs on Salesforce platform
  • Mobile Responsive, Self-Service Experience
  • Easily Extensible for Org-Specific Requirements
  • Pay Invoices Manually or Automatically
  • Pay Multiple Invoices at Once
  • Manage Automatic Payments and Methods
  • Pay with Credit Card or ACH
  • Supports Using One or More Stripe Accounts
  • Integrates with Salesforce Standard Objects

paynow rapid start

For processing card payments through web or mobile. Your customers will experience a seamless transaction. Send PayNow link through email for secure and unique checkout.
  • Discovery
  • Enable and Configure Salesforce Payments
  • Configure Stripe
  • Enable and Configure PayNow
  • Add to Page Layouts
  • Style PayNow Experience
  • Additional Org Configuration for PayNow Link
  • Additional Custom Automation as Needed

Should I Begin a Payment Solutions Program?

Is one of our payment solutions the right fit for you? If your organization relates to any of these statements, you could benefit from one of our launchpads or rapid starts. We are happy to discuss which program suits your Salesforce environment best.

  • You struggle with customer retention.
  • Your teams have a limited view of the customer and do not have access to data in real-time.
  • Your staff spends time manually processing invoices.
  • Your systems are siloed and creating and processing invoices requires jumping across tabs and platforms.
  • Your organization has slow transaction speeds.
  • You want to offer self-service capabilities to your customers.
  • You want to offer personalized commerce portals to your B2B customers.
credit-card