Salesforce and PayPal are the number one CRM and multi-currency payment gateway in the world, that needs no introduction. Today, organizations in 200 countries offer a PayPal payment gateway as their method for financial transactions, across different online platforms. This empowers buyers and organizations in the same fashion holding equilibrium by their sides to transact more using their trusted PayPal wallets.
Furthermore, the PayPal cartridge integrates seamlessly with Salesforce and brings with it the best of features to global brands and leaders in e-commerce, helping them reduce operating costs while skyrocketing sales.
Also Read: Salesforce Authorize.net Integration: The Complete Guide
The Salesforce PayPal integration acts as a funnel to direct payments from multiple sources onto a centralized platform. While the Salesforce database plays an important role in receiving and managing payments. Since your sales team has already tended to the leads recorded in the database, feeding all their major details into the system, the process of receiving payments through Salesforce gets easier and quicker. As opposed to using independent gateways, the integration would help you match the receipt with the customer almost immediately, facilitating the quick transfer of funds while maintaining an efficient record.
Also, as you already have most of the customer details, they will not need to provide every single detail, every time they transact with you. Which would result in a hassle-free and convenient payment experience for the customer as well.
The integration gives you more control in receiving payments and configuring your payment options or even modifying them according to your customers' changing needs. If you happen to offer services, on a subscription, payable on a periodic basis, you can opt for setting up a recurring payment model or schedule the payments in any other way, as per your preferences. The integration would also allow you to reconcile errors without the hassle of going on to any external system. You can also choose to set up a unique proprietary billing system or even create a virtual terminal interface.
The Salesforce PayPal integration gives your staff admittance into live PayPal client information, like PayPal payments and payment methods from inside Salesforce, including bank account transfers, credit, and debit card payments. Also, PayPal payment methods are PCI compliant, with sensitive data being stored in PayPal, so you can rest assured that your data is secure.
With this integration, you can obtain a 360-degree view of your customers. As you can track any individual customer’s purchase history and the amount they spent buying your products. You can also ascertain details such as their declined payments, refunds, accounts standing, and scheduled orders. This will help you ascertain how loyal a customer is, so you can reward them with exclusive offers, deals, and discounts to benefit both of you.
The Salesforce PayPal integration brings PayPal information into Salesforce. It helps you leverage intuitive and responsive dashboards and user-friendly reports, sourced from your live PayPal analytics, and synced into your Salesforce. This enables your teams to get an accurate and thorough view of your customer’s payment history and match them conveniently with your Salesforce accounts or contacts.
The integration makes all PayPal payments visible in Salesforce as native data, which is presented in an intuitive and user-friendly format. So, your team gets access to the client’s PayPal payment details in Salesforce (in real-time) and is always updated. They can also track the status of those PayPal payment transactions to create triggers, for an automated flow in Salesforce.
Traditional manual methods of keeping track of payments are bound to cost you sooner or later. Hence the Salesforce PayPal integration, provides you with the necessary automation, to automate a majority of these processes, leading to increased accuracy of processing and recording payments.
All the data you possess is constantly monitored preventing any scope for duplication of information. For example, as soon as a payment is completed, the system automatically links it to the concerned lead, recording the transaction in the database in real-time, reducing the scope for human error to a great extent, while also facilitating seamless transfer of funds.
Making or receiving payments requires security as one of the topmost priorities. Removing an intermediary between you and your customers, in itself considerably decreases the exposure of sensitive information shared by your customers.
As it is, Salesforce developers, administrators, and operators are trained to maintain 100% security of all the information provided by the customers. Plus, along with that, PayPal undertakes tokenization of information, which is replacing critical information like credit card details, with tokens to considerably prevent any unauthorized access to information as it solely resides with the processor.
We can help you get the maximum out of your Salesforce integration. We are AppShark- a Gold Certified Salesforce Partner, specializing in the implementation and integration of Salesforce solutions. With more than 10 years of experience and 100 plus certified Salesforce experts, we give clients the advantage to engage in flexible models as per their requirements. From giving end-to-end Managed Services, to providing hard-to-find resources on an hourly and block of hours basis, AppShark can help reduce the go-to time of Salesforce projects no matter how complex they are!
Want to know how we can help you realize your unique business goals? Feel free to contact us, or mail us at sales@appshark.com