Do your sales and support personnel need to create order and invoices inside Salesforce?
Do you wish you could take a credit card or eCheck payment right there in Salesforce when you had the customer on the phone or in person?
Do your sales people wish they had better visibility into the account’s current and past orders, invoices and payment history before walking into a meeting?
Do your end customers wish they could also view and pay their bills when they are in the Salesforce Service Cloud?
Automatic invoicing at the plan frequencies
Bill presentment to the customer (Salesforce “Account”)
If desired, automatic payment processing with credit cards, ACH or Paypal (payment information can be securely stored with full PCI DSS compliance or tokenization provided by your payment processor)
Auto-updater automatically gets replacements credit cards for expired and closed accounts from MasterCard, Visa and Discover without customer involvement
If the Salesforce Service Cloud is overkill or too expensive, a customer self-service portal can be embedded inside your website for billing and payment capability
Contract auto-renewals and expiration
Automated and progressive customer messaging for overdue accounts, upcoming billing, payment receipts, etc.
Full visibility of all activities with Salesforce Chatter, ensuring that anybody “following” the Salesforce Account is fully abreast of all financial activity
Automate your bill payments. From Small Business to a Large Enterprise, BluSynergy will help you put your Billing, Invoicing and Payments on autopilot