What exactly is a Payment Gateway?
A payment gateway is an e-commerce website application that allows the website to link the client's payment account to the website's account. When your customers make an online purchase, payment gateways allow you to charge their credit/debit cards directly from your website. Let's look at how a Perfex CRM integration with such a payment gateway could be extremely useful.
The Value of Including a PCI Compliant Payment Gateway
With the world rapidly moving toward a cashless economy, businesses are under unprecedented pressure to accept credit and debit card payments. A perfex crm paypal with a payment gateway will help you align your business model and grow your customer base. However, it is critical that the payment gateway is dependable and ensures a secure transaction. This opens the door to investigating the PCI (Payment Card Industry) compliant gateway, which ensures that all sensitive data entered by customers is well protected.
PayPal
PayPal Holdings, Inc. is an American corporation that operates a global online payment system that allows for online money transfers and serves as an electronic alternative to traditional paper methods such as checks and money orders. PayPal is one of the largest Internet payment companies in the world. The perfex crm setup processes payments for online vendors, auction sites, and other 6 most important advantages of CRM
. PayPal protects your information with data encryption and anti-fraud technology, lowering the risk of online fraud.
PayPal features include:
- Online payments without the use of a debit or credit card.
- Quickly and efficiently transfer funds to other PayPal accounts (in over 100 supported currencies).
- Convert and withdraw PayPal funds to any bank account that accepts them.
- Apps for Android, iOS, and Windows Phone are available.
- Sellers can generate and manage invoices directly within the app.
- Asks for money from anyone who uses their email address, even if they don't have a PayPal account.
Why should you integrate Perfex CRM with PayPal?
Sugar is a CRM software master, and PayPal is an e-commerce master. By combining the two, you can gain a number of advantages, including:
Recurring Billing Automation (ARB)
ARB enables you to bill your customers at predetermined intervals. The intervals can be customised for each customer.
Transaction History Synchronized
All PayPal transactions are automatically synced and maintained against records in Contacts, Leads, and Opportunities. Payment dates, successful and failed payments, and upcoming payments can all be viewed by Sugar users. This also reduces the amount of manual work required to enter billing information.
Notifications of Payment
You can receive all payment-related notifications right inside Sugar with this integration. This feature allows for real-time reporting.
Data Storage that is both efficient and secure
Your client's billing information is completely secure and is kept in a secure location.
Order Administration and Tracking
With this integration, you get full order management and tracking support on a single platform.
The Big Idea!
PayPal integration with Perfex CRM opens up a world of possibilities and makes payment and billing processing in your business smooth and secure. So, what are you holding out for? Accelerate your pace and contact us today to integrate your Perfex CRM with PayPal. After a FREE Business Analysis, our team of dedicated Sugar experts and developers can help you find the right fit among a plethora of other payment gateway options.
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