In addition, we’re working on building out the new YouTube Channel and Instagram Account that will be showcasing these integrations on the SmartIntegration Platform. Leading this initiative is our first offering, the Customer Payment Portal 2019 with extended processing capabilities (48 Merchant Service Providers to date) and Payment processing features like Real-time, Scheduled and Recurring Payments.
The Portal is a force.com application which is directly integrated with your Salesforce. The Portal allows your customers to Register, Authenticate and then review their outstanding Invoices – which they can pay any time – 24 hours day, 7 days a week. ACH/Credit Cards will be processed in accordance with your Merchant Services Provider. For example, if Authorize.net is your MSP, then Visa • MasterCard • Discover • American Express • JCB • PayPal • Visa Checkout • Apple Pay • Chase Pay • E-checks are supported. When these transactions are processed, transaction Records are created in the Salesforce Custom Object (Transactions). These are essentially Sales Receipts, which are then brought over your Financial Accounting System (QuickBooks, Sage, MS Dynamics, Oracle, etc.) which creates a Sales Receipt record. One entry = many actions.
Summary of 2019 to Date:
- Building the new look, feel and message of the company – it’s based on the SmartIntegration Platform
- New website, new Youtube Channel and new Instagram
- New partners on board; bpmonline and OROCRM
- New offices being opened – in the Boston Financial District
- New Solutions being produced – the Customer Payment Portal 2019 is a great example
- More in the Pipeline…
You can subscribe to our new Youtube Channel – https://www.youtube.com/channel/UCnAewk2-6xdtRv0QCHfZ1wA? and Instagram – https://www.instagram.com/brucemagown/ at these URL’s.
From all of us at SmartIntegration, thank you for your support. We’re not just building a product – we’re building a SmartIntegration Platform for CRM and we couldn’t do it without you.