Integrating Salesforce Into Your Payment Processing
Salesforce is the world’s fastest-growing and most popular customer relationship management (CRM) software. The company held a market share of 16.1% as of mid-2014 and has grown 24.7% faster than its nearest competitor in the past year. Its software-as-a-service (SaaS) CRM model is designed to boost revenues for small businesses and enterprise-level corporations alike, with features like cloud-based data storage, customer service solutions, and automated marketing campaigns.
If you currently use Salesforce to manage your sales process, you might be interested in finding a way to directly integrate your merchant account with the Salesforce software. This way, all of your data—from transaction history to conversion analytics to customer tracking—is searchable, sortable, and up-to-date within a single program.
Unfortunately, linking a merchant account to Salesforce is a slightly complicated process. Salesforce appears to only allow payment processing integration through apps developed for AppExchange, the Salesforce app store. Therefore, your options are limited to providers that offer payment gateways that are compatible with apps found in the AppExchange store. To help you determine which of these options is best for you, we’ve compiled the following list of highly rated merchant account providers who offer Salesforce integration.
How to Select the Best Salesforce Credit Card Processor
When selecting a credit card processor for a Salesforce business in the USA, there are several factors to consider:
Integration with Salesforce
The credit card processor should seamlessly integrate with Salesforce, so that transactions are processed directly within the Salesforce platform. This helps to streamline processes and minimize errors.
Security and Compliance
The credit card processor should be PCI-compliant and have robust security measures in place to protect customer data. This is particularly important in the Salesforce industry, where customer data is often sensitive and valuable.
Payment Methods Supported
The credit card processor should support a variety of payment methods, including credit cards, debit cards, and ACH payments. This ensures that customers have a range of options for making payments.
Credit Card Processing Transaction Fees
The credit card processor should offer competitive transaction fees, as these can have a significant impact on a Salesforce business’s bottom line. It’s also important to consider any other fees or charges, such as setup fees or monthly fees.
Excellent Customer Support
The credit card processor should offer responsive and reliable customer support, as issues with payment processing can quickly become a headache for Salesforce businesses.
Reporting and Analytics
The credit card processor should offer robust reporting and analytics tools, so that Salesforce businesses can easily track sales, payments, and other important metrics.
Reputation and Track Record
The credit card processor should have a strong reputation in the industry, with a track record of reliable and high-quality service. This can be assessed through online reviews and testimonials from other Salesforce businesses. You can consider our review on this website, by simply searching for the processor in the search bar at the top of this page.
Some specific credit card processors that are popular among Salesforce businesses in the USA include Stripe, PayPal, and Square. However, it’s important to carefully evaluate each option based on the factors above to ensure that the best fit is selected for your particular Salesforce business needs.
Top Picks for Salesforce Merchant Services
#1 Host Merchant Services
Top Pick for SalesForce Credit Card Processing
Host Merchant Services is a Newark, Delaware-based merchant account provider that is well-suited for most general business types and some high-risk merchants. The company’s products and services include point-of-sale solutions (with specific packages for the restaurant, salon, professional service, and contractor sectors), online marketing tools, an online payment gateway and virtual terminal, mobile credit card processing, gift and loyalty programs, merchant cash advance, and offshore merchant accounts. Host Merchant Services specializes in e-commerce businesses and provides a free website and email address to interested merchants.
Host Merchant Services integrates with SalesForce via the Authorize.Net payment gateway, which the company sells alongside its proprietary gateway. Host Merchant Services has received exclusively positive feedback on public forums, with most reviewers singling out the company’s customer service for praise. Host offers interchange-plus pricing with no early termination fees to all of its merchants, meaning that users will enjoy the most transparent pricing model and can cancel service without penalty. The BBB gives Host an “A+” rating, and CPO also gives the company an “A+.”
Top Reasons to Choose Host Merchant Services for Credit Card Processing for SalesForce Products
If you are a business owner who sells SalesForce products and needs to accept credit card payments from customers who are buying these products, Host Merchant Services is an excellent option for you. Here are some reasons why:
Seamless SalesForce Integration
Host Merchant Services provides seamless integration with SalesForce, allowing you to process payments directly within the SalesForce platform. This eliminates the need for manual data entry and makes the payment process faster and more efficient.
Customized Payment Processing Solutions:
Host Merchant Services offers customized payment processing solutions tailored to the unique needs of your business. Whether you need a point-of-sale system, online payment processing, or mobile payment solutions, Host Merchant Services has you covered.
Competitive Pricing
Host Merchant Services offers competitive pricing for its credit card processing services. With transparent pricing and no hidden fees, you can be sure that you are getting the best value for your money.
Exceptional Customer Service
Host Merchant Services is committed to providing exceptional customer service to its clients. With 24/7 support and a dedicated account manager, you can be sure that any issues or concerns you have will be addressed promptly and efficiently.
Host Merchant Services is an excellent option for business owners who sell SalesForce products and need to accept credit card payments from customers who are buying these products. With seamless SalesForce integration, customized payment processing solutions, competitive pricing, and exceptional customer service, Host Merchant Services is a reliable and trustworthy partner for your credit card processing needs.
For more information, visit the Host Merchant Services website or call (888) 727-4538.
PaymentCloud
Top Pick for SalesForce Credit Card Processing
Based in Woodland Hills, California, PaymentCloud is a merchant account provider that specializes in serving standard to high-risk business types. The company’s products and services include point-of-sale solutions, mobile phone swipers, an online payment gateway and virtual terminal, EMV-compatible terminals, and merchant cash advances. These features allow merchants to accept payments on-site using their phones as well as through online billing. For those reasons, PaymentCloud is a good option for merchants who utilize Salesforce.
PaymentCloud provides a dedicated account rep to all new merchants for the life of the account. The company has not received any negative complaints on consumer forums, and it customizes its pricing according to each merchant’s business type and processing history. The BBB does not maintain a profile for PaymentCloud at this time, but CPO gives the company an “A.”
PaymentCloud: The Best Credit Card Processing Solution for Small Businesses Selling Salesforce Products
If you are a small business owner selling SalesForce products, you need a reliable and efficient payment processing service that integrates seamlessly with SalesForce. PaymentCloud is the perfect option for you. Here are a few reasons why:
Integration with SalesForce
PaymentCloud offers a seamless integration with SalesForce, allowing you to accept credit card payments from your customers directly through the SalesForce platform. With PaymentCloud, you don’t have to worry about manually entering payment information into SalesForce, as the integration automatically transfers the data for you.
Customizable Payment Pages
PaymentCloud offers customizable payment pages that can be branded to match your SalesForce store’s look and feel. This feature can help you maintain a consistent brand identity and improve your customers’ trust in your business.
Fraud Prevention
Tools: PaymentCloud offers a range of fraud prevention tools, such as PCI compliance, chargeback prevention, and fraud detection algorithms, to help protect your business from financial losses due to fraudulent transactions.
Competitive Rates and Fees
PaymentCloud offers competitive rates and fees compared to other credit card processing services, making it a cost-effective option for small businesses.
In summary, PaymentCloud is an excellent credit card processing solution for small businesses selling SalesForce products. With its seamless integration with SalesForce, customizable payment pages, fraud prevention tools, and competitive rates and fees, PaymentCloud offers everything you need to accept credit card payments from your SalesForce customers.
For more information, visit the PaymentCloud website or call (888) 506-7859.
CDG Commerce
Top Pick for SalesForce Merchant Services
Located in Chesapeake, Virginia, CDG Commerce is another ideal option for merchants that need SalesForce integration. CDG has been privately owned since 1998 and offers a proprietary payment gateway (as well as a discount on Authorize.Net’s payment gateway), a virtual terminal, QuickBooks integration, mobile phone processing, sales reporting, security breach protection, and vulnerability scanning. CDG Commerce is ideal for merchants that require a simple, low-cost, integrated method for accepting online and in-person payments.
CDG Commerce appears to only integrate with Salesforce via an Authorize.net payment gateway and an app like Chargent. However, CDG Commerce’s Authorize.net solution is especially appealing due to the fact that it offers free setup (usually $99 directly through Authorize.net), a monthly fee of $15, and a transaction fee of $0.05. These costs are in addition to CDG Commerce’s standard merchant account pricing.
CDG Commerce only charges a low, fixed fee per transaction and offers competitive contractual terms, including no annual fees, monthly minimums, or termination fees. CDG also offers next-day funding to most business types. CDG has earned an “A+” rating in our review as well as an “A+” rating with the BBB.
CDG Commerce: A Top Choice for Small Businesses Selling SalesForce Products
As a small business owner selling SalesForce products, it’s crucial to have a payment processing solution that integrates seamlessly with your SalesForce CRM. This is where CDG Commerce comes in as a top choice for businesses in this niche.
Direct Integration with SalesForce
One of the main benefits of CDG Commerce’s payment processing solution is its direct integration with SalesForce. With this integration, businesses can easily accept credit card payments directly within their SalesForce CRM. This saves time and effort by eliminating the need for manual data entry and reducing the risk of errors.
Multiple Payment Processing Options
Additionally, CDG Commerce offers a variety of payment processing options, including online payments, mobile payments, and recurring billing. This flexibility allows businesses to cater to their customers’ needs and preferences, ultimately leading to increased sales and customer satisfaction.
Competitive Pricing
Another advantage of CDG Commerce is its competitive pricing and transparent fee structure. Unlike some payment processors that charge hidden fees and markups, CDG Commerce offers straightforward pricing with no hidden costs. This makes it easier for small businesses to budget and plan their finances, knowing exactly what they’ll pay for each transaction.
CDG Commerce is a top option for small businesses selling SalesForce products and needing a reliable and user-friendly payment processing solution. With its direct integration with SalesForce, flexible payment options, and transparent pricing, CDG Commerce offers businesses the tools they need to thrive in this competitive market.
For more information, see the CDG Commerce website or call (888) 393-1079.
Additional Options
Shopify
Shopify is primarily known as an e-commerce platform for online merchants, but the company also offers a point-of-sale software solution for iPad and iPhone. The Shopify POS app can accept cards via a headphone jack card swiper, or a $129 EMV reader and includes features like inventory syncing with a web store, emailed receipts, automatic tax calculations, basic email marketing, and in-store refunds. These online payment options and the familiarity of the Shopify brand are great for merchants who will feel safe and comfortable using the service.
The Shopify payment service can also be paired with a Shopify online store, which comes with numerous customization options and integration with SalesForce. Shopify POS is a great fit for merchants who would like to accept payments on-site using their phones as well as through online billing. Shopify has an “A+” rating with the BBB, and we give it an “A+” rating as well.
Shopify: The Ultimate Payment Processing Solution for Salesforce Sellers
If you are a business owner selling Salesforce products, you need a payment processing solution that integrates seamlessly with your CRM system. That’s where Shopify comes in. With Shopify, you can easily accept credit card payments from your customers, without any hassle. Here are some of the reasons why Shopify is a good option for business owners who sell Salesforce products.
Seamless Integration with Salesforce
Shopify offers a seamless integration with Salesforce, allowing you to manage your payment transactions directly from your CRM system. You can easily track your payment history, view payment reports, and reconcile your payment data with your sales data, all within your Salesforce account. This integration saves you time and streamlines your payment processing, so you can focus on growing your business.
Flexible Payment Options
Shopify also offers flexible payment options that are tailored to meet the needs of your business. Whether you want to accept credit cards, PayPal, or other payment methods, Shopify has you covered. You can also customize your payment options to offer discounts or promotions, making it easy for your customers to purchase from you.
Secure Payment Processing
As a business owner, you want to ensure that your customer’s payment data is always secure. Shopify’s payment processing solution is fully PCI compliant and meets the highest security standards. This means that your customers can trust that their payment data is safe and secure when making a purchase from your online store.
Shopify is the ultimate payment processing solution for business owners selling Salesforce products. With its seamless integration, flexible payment options, and secure payment processing, you can focus on growing your business while Shopify takes care of your payment transactions. So, whether you are a small business owner or a large enterprise, Shopify has everything you need to accept credit card payments from your customers.
For more information, visit the Shopify website or call (888) 746-7439.
Frequently Asked Questions: Salesforce Credit Card Processing
A merchant account is a type of bank account that allows businesses to accept payments in multiple ways, often debit or credit cards. It is an agreement made between the retailer, a merchant bank, and payment processor for the settlement of card transactions.
Salesforce is a global cloud computing company known primarily for its customer relationship management (CRM) product. The CRM allows businesses to track and analyze interactions with their customers and potential customers, streamlining processes and improving customer service.
If your business uses Salesforce for customer relationship management and you want to accept payments directly through this platform, you’ll need a merchant account. This could be especially useful if you’re selling products or services directly from your website or over the phone, as it simplifies the payment process for your customers
The best merchant account for your Salesforce platform will depend on your business needs. Some things to consider include transaction fees, setup fees, any monthly fees, the level of customer service, and how well the merchant account integrates with Salesforce. It’s recommended to research multiple providers and read reviews from other businesses using their services.
Yes, certain merchant account providers are known for their good integration with Salesforce. Some of the popular ones include Chargebee, Chargent, Stripe, Square, and PayPal. However, the “best” provider will depend on your unique business needs and goals.
The integration process will vary depending on the merchant account provider. Usually, it involves installing the provider’s app or API into your Salesforce platform and configuring the settings to suit your needs. If you’re not tech-savvy, you may want to enlist the help of a developer or your provider’s customer service.
Important factors to consider when choosing a provider include the cost per transaction, any setup or monthly fees, customer service quality, fraud protection measures, and how well the provider’s services integrate with Salesforce. You should also check the provider’s reputation and read reviews from other customers.
Reputable merchant account providers should be very secure and comply with Payment Card Industry Data Security Standards (PCI DSS). However, it’s crucial to read up on a provider’s security measures and ensure they’re appropriate for your business before making a decision.
Yes, if you’re not satisfied with your merchant account provider, you can usually switch to a different one. However, it’s important to check the terms of your agreement, as there may be fees or other considerations involved in making a switch.
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