Discover the Benefits of Salesforce Pay Now

Blog Objectives

• Understand the advantages that Pay Now provides for both your business and furthermore, your customers.
• Understand how Pay Now links can help reduce overdue payments.
• Understand how Pay Now streamlines payment processes across various channels, including Commerce, Sales, and Service.

 

Accelerate Your Payments:

Late or overdue payments can significantly affect your business operations.

Here are some striking statistics to consider:

• Midsize companies spend an average of 14 hours weekly pursuing unpaid invoices.
• Approximately one-third of small businesses in the Market. are at risk of closing due to late payments.

These delays can hinder your ability to pay suppliers, drive revenue, and expand your business. Additionally, the time and resources spent on collecting overdue payments can be considerable.

Introducing Salesforce Pay Now:

Salesforce Pay Now is a straightforward payment solution that simplifies the collection process. By embedding payment links within your Salesforce applications, you provide customers with an easy and convenient way to complete transactions. The process is seamless: just share the link, and get paid.

Salesforce Pay Now is uniquely designed to extend payment functionalities throughout the Salesforce CRM ecosystem. With all your data integrated on one platform, you can accelerate revenue collection without complicated setups.

Prerequisites:

Before you can enable Payments manually, first enable Digital Experiences and set up a dedicated Experience Cloud site for Payments.

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How Does Pay Now Work?:

With Pay Now, you can create a unique or reusable payment link to share with your customers. This link directs them to a customized, mobile-responsive webpage where they can select their preferred payment method. Pay Now even allows you to customize payment options and supports multiple currencies.

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Pay Now with Salesforce Starter Suite:

Both the Salesforce Starter Suite and Pro Suite now include Pay Now, making it an ideal solution for driving revenue growth through direct payments. When an opportunity closes, creating a Pay Now link is simple, allowing customers to make payments easily.

Enhance Field Service Operations:

Your field service technicians are not only skilled workers but also potential sales representatives. With Pay Now, they can collect payments on-site for services and products, or even upsell additional offerings.

 

For instance, a technician can quickly generate a Pay Now link and send it to a customer’s phone. The customer can pay immediately before the technician leaves, ensuring a smooth transaction and an improved service experience.

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Upselling and Cross-Selling Made Easy:

Field service agents have unique opportunities to engage with customers during service calls. For example, Jessica Tanaka, a support agent at Ursa Major Solar, utilizes Pay Now within the Salesforce Service Cloud to promote add-ons or warranties. After making a sale, she sends a payment link directly to the customer’s mobile device, allowing for instant payment and turning service calls into revenue opportunities.

 

Integrate Pay Now into Bot Interactions:

Sales bots can also leverage Pay Now to facilitate transactions. By embedding Pay Now links, these bots can assist customers with order payments and prepayments seamlessly. Furthermore, using Einstein bot recommendations, your service team can identify and act on revenue-generating opportunities based on customer interactions.

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Key Advantages of Pay Now in Starter and Pro Suites:

1. Available out of the box with both suites.
2. Easy guided setup for configuring Pay Now.
3. Quickly generate and send payment links directly from opportunity records.
4. Start collecting payments within days of setup.
5. Enhance cash flow and reduce the risks associated with late payments.

Recent Enhancements Include:

1. Expanded Checkout Options: Customers can view taxes and shipping on a new Pay Now Checkout page.
2. Link Management: Configure payment links for single or multiple uses and set expiration dates.
3. Itemized Billing: Customers can see detailed charges on the Pay Now page.
4. QR Code Payments: Customers can make payments via a scannable QR code sent via text or email.
5. Express Payments: Enable fast checkout options using digital wallets.

 

Pay Now Across All Salesforce Clouds:

Salesforce Pay Now is versatile and integrates seamlessly across all Salesforce clouds—be it Commerce, Sales, Service, or Marketing. With Pay Now, the possibilities are limitless. Engage customers wherever they are and streamline your payment process with just a click.

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