Seamless Invoice Payment Experience
Our Salesforce Payments Launchpad is designed for B2B / D2C Commerce Cloud users to offer their customers secure transactions and flexible payment options. This solution will improve your customers’ experience as they pay invoices in this branded portal. Deliver improved functionality with the ability to pay one or multiple invoices in the same payment, save payment methods, and set up automated recurring payments.
Encourage on-time payments and increased communications through customizable email notifications. Alert your customers to upcoming due dates, payment confirmations, overdue invoices, and more. This solution is built using Salesforce Payments – a Salesforce native payment service – so your customers will know their information is secure with top-notch compliance.
Deliver a Powerful Portal
See the capabilities of our Salesforce Payments Launchpad by watching as we explore the portal from the perspective of an Alpine Group customer and glimpse into the Salesforce internal view.
Salesforce Payments Launchpad
- Store payment methods and make payments using Salesforce Payments
- Enables customer self-service by integrating with Commerce storefronts
- Mobile responsive with customizable UI/UX
- Customizable email notifications for payment related communications
- Enables your customers to:
- Save payments for future use
- Pay invoices manually in real-time
- Set up recurring payments to be made automatically on a schedule
- Pay one or multiple invoices at a time
- Manage recurring automatic payment settings
- Manage payment methods
- Pay with credit cards or ACH
Agentforce
We offer a Salesforce Payments Launchpad + Agentforce combined implementation so you can scale your payment and invoicing capabilities by combining humans + AI.
Potential Use Cases Include:
- Create New Cases
- Answer Questions from your Knowledge Base
- Answer Questions about Invoices and Payments
- Email Customers Additional Information
Flexible Payment Options
Empower your customers by offering multiple payment methods so they can choose what works best for themselves or their organization. The primary options are credit card or ACH, however we can implement additional options to align with your org’s needs. Salesforce Payments is fully PCI compliant so you can have confidence in the security of your customers’ information. Your customers can also ensure timely and reliable payment schedules by setting up automatic recurring payments. This benefits you and your customers by eliminating labor related to making payments and chasing down overdue invoices.
Customers Will Manage Payments with Confidence
Easily identify the status of invoices, especially for overdue invoices. They will have a red tag to draw attention to the fact that a payment needs to be made as soon as possible. Visibility into other paid and outstanding invoices is equally offered. Your customer can see the details of any invoice, including line items, chosen payment methods, confirmations, and more. Increase your customer satisfaction with an expertly crafted payment portal by Trifecta.
Get Started
Interested in how our Salesforce Payments Launchpad could work for your organization?
