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Online payment gateway integration with CRM turns your multipurpose platform allowing you to manage customers and receive payments from a centralized place. CRM systems are implemented into companies to enable them to generate leads, and revenue, and automate marketing workflows.

Payment gateways are not designed only for transaction processing but also for workflow enhancement. Combining the two transforms business/customer relationships boosts sales and success. Companies may implement bank-integrated, self-hosted, hosted, or API-hosted CRM payment integration. 

Why companies require integrating CRM with payment processing

Top-quality CRMs boost customer data management and accuracy by 42%. Reports show that companies that integrate CRM processing may achieve sales objectives by 86%. They close sales deals faster because customers complete the process on the same platform. Companies harness the power of these systems which help streamline operations and revenue flow.

Traditionally, companies capture leads and guide them through the funnel to the conversion point. Once they close a sales deal, the customer is directed to third-party online payment gateway providers.  The payment gateway services system completes the process by submitting payment to the customer account. There is a problem with using these payment gateway solutions due to privacy and security.  Integrating payment gateway services with CRM solves this problem. Companies should consider merging their customer system with gateway payment services. CRM payment services webpayment make the transaction smooth and secure.

Benefits of payment gateway integrations with CRM processing

  • Customer experience: CRM stores historical customer data making future payment CRM processing personalized. Customers feel prioritized leading to a better experience.
  • Limited risk. Payment gateway integrations eliminate the need to direct customers to third-party platforms through insecure portals. All transactions are done within the CRM enhancing safety.
  • Quicker deals. CRM processing increases deal closing speed which increases professionalism and accuracy. Hastened deal closing limits chances for customers to change their minds.
  • Enhanced services: CRM with payment processing improves service delivery and limits complaints.

How do CRM and payment gateway intercept?

CRMs connect with payment gateways to allow companies to receive payments within their CRM. The company buys an already-developed payment system and connects it with its CRM through secure APIs. This creates a positive impact on company data flow and sources improving data amounts, quality, and efficiency.

Online payment gateway integration brings customer, product, pricing, and payment data into a unified place. This allows both systems to understand customer’s purchase and payment histories. This data is stored in the system allowing both systems to communicate effectively.

The next time the same customer adds a product to the cart, the system remembers the payment details and streamlines payment processes. This leads to faster checkout without requiring customers to fill in their information again.

Top payment gateway services for CRM processing

A payment gateway is critical because it completes payment processes by processing payments. Its phase is critical because any error, delay, or suspicion could spoil an important sales deal. The gateway should maximize speed and security ensuring nothing goes wrong and customers feel happy. Here are the popular solutions for integrating CRM with payment processing:

Zoho 

Companies that focus on B2B marketing relationships do not always rely on cash payments for purchases made. B2B transactions are mainly closed through invoicing for later payment transfers. They require a system that automatically generates invoices and sends reminders when the due date nears. Zoho has all the features required for automated invoicing, reminders, and tracking.

PayPal

PayPal is friendly to SMEs seeking to complete payment processes in real-time allowing advanced online security. Small and medium businesses like this system because it allows varying payment methods. Companies use it to create invoices, accept cash transfers through wallets, or make payments with physical cards. PayPal CRM payment integration is seamless allowing same-day cash transactions. Card and bank transfers take 2 to 3 days.

Stripe

Stripe not only accepts payments but also manages and reconciles transactions across a large database. The platform integrates well on mobile and desktop devices allowing customers to use it on the go. Companies use this solution to process payment vouchers, manage invoice-based purchases, and provide wallet services. It is popular for low fees, safe transactions, and power to scale at super speeds.

Helcim

Helcim payment gateway integrations are best for companies that mainly deal with card transactions. It processes all major cards such as VISA, American Express, and Mastercard. The platform tracks all payment data and client orders ensuring smooth processes. It includes features for inventory management and card data storage ensuring information is safe.

HubSpot

HubSpot online payment gateway integration is best for startups, medium, and large businesses. It has many features that allow automated billing and payment processing enhancement. The platform monitors all online transactions and uses data to improve efficiency.

It can be programmed to automatically generate payment links and send them to customers via email. HubSpot also works as a CRM allowing companies to manage their customer and payment databases.

Considerations to make for CRM payment gateway integration

CRM payment integrations allow companies to service customers better and have become popular lately. The top considerations to make when deciding on integration are the features the payment gateway provides. The platform should provide advanced encryption for data protection and be compatible with your CRM.

It should have several payment options, languages, currencies, and superior customer support. Check the pricing options and consider whether the platform will help you save or lose. Choose a solution located near or within your region to save processing time.

Understand the complexity of integrating the system and the security infrastructure around it. Payment systems nowadays should be mobile-friendly. This allows customers to shop and make payments from wherever they are and from any device.

Conclusion

CRM payment gateway integration streamlines payment and shopping processes while improving customer experience. This process merges the two systems in a centralized place eliminating the need for third-payment platform migration at checkout. It improves data security and speeds up deals closing before customers change their minds. Choose a gateway for CRM integration based on a variety of features, costs, and security. The system should offer multiple languages, currencies, and payment options.

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