Salesforce Pay Now: A Game-Changer for Business Transactions

By RafterOne

In the digital era, seamless payment systems have transitioned from mere conveniences to necessities. Until recently, Salesforce solutions often resorted to third-party apps to handle payments — a significant gap in many implementations. As a seamless customer experience becomes more and more imperative among the vast competition, minimizing friction within the transaction process has become critical for any commerce business. Enter Salesforce Pay Now. 

Introducing Salesforce Pay Now 

Salesforce’s innovative approach to digital payments is revolutionizing the commerce business landscape. With the introduction of Salesforce Pay Now, businesses are gaining a competitive edge, prioritizing customer convenience. Salesforce’s Pay Now streamlines payment transactions. Embedded within any business process, this feature creates a payment URL, allowing customers to complete transactions with a single click, regardless of their device type. 

An Iterative Approach to Implementing Salesforce Pay Now 

Implementing a feature like Pay Now can seem daunting, but an iterative approach, which emphasizes gradual progression and consistent feedback loops, can ease the integration process. Following these high-level steps will ensure a smooth transition. 

Quick Start Main Phases: 

  1. Identify where payments need to be collected in your current business operations and the key stakeholders that must be included in the project. 
  2. Produce payment links from records such as Opportunities or Quotes and ensure the final payment amount is accurate.
  3. Develop email/SMS templates containing payment links. Note: Digital Engagement licenses and setup are required for SMS communications.
  4. Manually update the payment link status for enhanced control.

Advanced Features for Subsequent Phases: 

  1. Initiate daily batch uploads to Accounting or ERP systems before full integration.
  2. Grasp how reconciliation and accounting processes will leverage the Payment data upload. 
  3. Upgrade customer portals to showcase all invoices with their payment status, making viewing and payment more manageable.

Considering Pay Now? Ponder These Questions 

If you aren’t sure which payment option is best for your Salesforce commerce business, this series of questions will help you evaluate if Salesforce Pay Now is the right fit.

  1. Where will you embed payment link creation and distribution in your business process?
  2. How are you currently handling payments?
  3. Does your Salesforce setup already calculate customer charges?
  4. Which backend systems are essential for payment reconciliation?
  5. Are there audit and compliance standards for payments?
  6. Any accounts receivable or collection processes to factor in? 

Pay Now Benefits Various Stakeholders 

Your customers are not the only ones who will reap the benefits of Salesforce Pay Now. The Pay Now feature offers tangible advantages to every party involved, from service providers to accounting teams. Here are some feedback examples from various stakeholders impacted by the implementation of Pay Now.  

  • Health Care and Field Service Providers: Efficient post-service payment collection on-site fills the gap when insurance or service contracts fall short.  
  • Salespeople: Accelerated deal closures and no more lingering unpaid invoices.  
  • Customers: A one-click payment system fosters trust, transparency, and security.  
  • Finance Executives: Salesforce becomes a customer engagement layer, facilitating easy payment submissions and streamlining compliance and financial reporting.  
  • Accounting Teams: Enjoy enhanced payment traceability, simplifying reconciliation and elevating the customer experience.  

It’s more than just simplifying transactions — it’s about fostering trust and enhancing efficiency in the payment landscape. Various team members will experience process optimization with Pay Now which will ultimately save valuable time and resources, close deals faster and increase revenue. Everybody wins.  

RafterOne’s Pay Now Quick Start in Detail 

Our Salesforce Pay Now Quick Start can get your new efficient payment system implemented and running fast. Transparency, clear expectations and communication are of utmost importance within our partnerships. This comprehensive roadmap provides a comprehensive step-by-step breakdown of our Pay Now integration process. Our seasoned Salesforce certified experts will guide you through these steps and tailor to your business needs to ensure a smooth transition.

  1. Business Process Review: Identify optimal stages for link creation and distribution.
  2. Payment Link Creation: Confirm amounts using a screen-based flow before generating URLs.
  3. Email Distribution: Share payment links via email, either manually or automatically.
  4. SMS Distribution (optional): Disseminate links through WhatsApp or SMS (Note: Digital Engagement licenses required).
  5. Embedding in Documents: Insert clickable payment links in digital content, like PDFs.
  6. Customer Payment Experience: Utilize the “Pay Now Community Template” for public access.
  7. Tracking & Reporting: Monitor customer payments for tax obligations and customize views in the Payments Workspace.
  8. Outstanding Payment Management: Use the Payments Workspace to spot and track unpaid balances.
  9. Reconciliation & Records: Finance controllers can easily view and reconcile payments.
  10. Payment Link Oversight: Deactivate payment URLs once collected.

Just One Click Away 

Embedding Pay Now into your existing Salesforce solution will provide everyone involved a streamlined, efficient, and trustworthy payment experience. RafterOne’s commitment goes beyond merely providing a solution as you embark on an exceptional digital payment solution. We invite you to embrace this groundbreaking innovation and redefine your transactional experiences. We look forward to discussing your needs and paving the way.

Ready to experience seamless transactions with Salesforce Pay Now?