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Author: Jerus Ortiz

University of Fredericton

Posted on by Jerus Ortiz

University of Fredericton

Empowering Higher Education: Integrating CRM and Billing Systems for Seamless Payments

University of Fredericton

Empowering Higher Education : Integrating CRM and Billing Systems for Seamless Payments

Based in Canada, the University of Fredericton is a fully-online higher education institution that offers a variety of degrees such as Associates, Bachelors, MBAs, and Master’s Certificates. Their remote learning model provides unparalleled convenience for adult students, empowering them to seamlessly balance their personal obligations while pursuing their education from any corner of the globe.The University of Fredericton has been ranked one of the best online universities in Canada by Course Compare.

The university helps students from all over the globe, from all backgrounds, to get a world-class education at a fraction of the cost of going to traditional universities. Because UFred gets enrollees from different parts of the world with various types of payment mechanisms, the university needed a powerful payment system that can handle different payment methods such as credit card, PayPal, bank transfer, and others.

Prior to installing Kulturra, the University of Fredericton had two separate systems for billing and CRM. As their business scaled, it became increasingly difficult to manage the two systems, thus compromising their time, resources, and productivity. Looking in the Salesforce Appexchange to find a comprehensive solution, they struggled to find an app that could do it all – invoicing and payments.

However, the University of Fredericton's payment process has been seamlessly transformed by Kulturra, mirroring the convenience of the University’s remote learning model. By integrating their CRM and billing systems into a single platform, Kulturra allows them to instantly generate invoices, accept a wide range of payment methods, and consolidate all relevant information in a centralized platform all within Salesforce. Notably, students can conveniently pay their fees directly from their invoices using check, cash, or credit card. Additionally, with this user-friendly interface, the University’s employees can easily create reports and dashboards to track payments and receivables.

With the installation of Kulturra, the University of Fredericton has discovered the holistic solution they were looking for: a Salesforce platform capable of seamlessly managing both invoicing and payments.

Like University of Fredericton, let us help improve your invoicing and payments process using Kulturra. Schedule a FREE demo today!

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Inception Online Marketing

Posted on by Jerus Ortiz

Inception Online Marketing

Inception Online Marketing is a marketing agency that has one goal: to help chiropractic practitioners tell their stories in the most effective way possible. They understand what it takes for a practice to stand out in today’s digital world and are committed to helping their clients achieve their goals.

They offer a six-step approach to total personalized marketing optimization which includes: website optimization, Google Adwords utilization, social media optimization, reputation management, content creation, and customer connection. Their approach is designed to help practitioners attract more patients and increase revenue.

With Kulturra, Inception Online Marketing can take payments online for their clients across the country. This partnership, now three years old, enables their clients to have a wide range of payment options, including ACH (Automated Clearing House), credit cards, debit cards, and checks.

Kulturra also enables Inception Online Marketing to process recurring payments from satisfied clients and send automated reminders for outstanding invoices. This is a great feature for clients who want to pay on a regular basis and are too busy to remember when the next invoice is due. All these features are fully integrated with Salesforce CRM.

So, we've asked the Inception Marketing team to tell us more about their experience with Kulturra and how it has changed the way they do business. We interviewed, John Owens, the Chief R&D Officer of Inception Online Marketing:

JOHN OWENS

What challenges were you looking at prior to implementing Kulturra?

We offer subscription services to our clients, and it was a little challenging to find a payment service that would fit our build out.

What role did Kulturra play in helping you reach your objectives, improve your company, and become more successful?

We built our Salesforce system in a unique way. So, couldn’t use any of the “out of the box” systems on the market. It was only Kulturra and its team that was able to create a workaround that perfectly fits our unique needs that integrates well with our build out.

How did Kulturra help you solve those challenges?

We were able to work closely with the tech support team to develop a custom solution for our needs. It was a pleasure working with the Kulturra Team.

Why would you recommend Kulturra and their team?

Customer service has been fantastic and prompt. Their software solution just simply works with almost no issues. If anything does come up, they’re able to resolve it in a timely manner.

Has Kulturra made any particular steps in your Salesforce process simpler? (example: invoice creation, payment reminders, automatic retry of failed payments, reports of outstanding invoices, etc) If so, please explain the difference.

Kulturra has been our only payment solution, so I don’t have a comparison. I will say that we were able to develop a one click invoicing setup that has been fantastic to use and has saved us and our clients a lot of their time.

Like Inception Online Marketing, let us help improve your invoicing and payments process using Kulturra. Schedule a FREE demo today!

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Want to learn more how you can streamline your payments using Kulturra? Talk to us.

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Ascent Solutions

Posted on by Jerus Ortiz

Ascent Solutions

Ascent Solutions is an end-to-end Enterprise Resource Planning (ERP) solution providing an enterprise class inventory and order management solution.

About Ascent Solutions

It goes beyond inventory management. Ascent has Operations 360 that extends the utility of the Salesforce Sales Cloud with real-time inventory, purchase, sales, rental orders, finance management, and even reverse logistics data. Ascent Solutions basically arms business owners with the tools to help them make the best decision for their business based on real-time, accurate, and accessible information.

The company also gives businesses the ability to focus on big decisions. By automating some of order management and fulfilment processes, business owners can have more time developing the business rather than simply running it.

What makes them truly stand out from the rest of the ERPs available on the Salesforce platform is in how quick and easy it is to deploy the Ascent Solutions system. There’s no need for expensive and laborious network infrastructure or hardware set-up.

To help Ascent Solutions send automated invoices and accept a wider range of payment options, they decided to use Kulturra.

We caught up with Ascent Solutions, to talk about how Kulturra has helped their company in giving their customers a truly hassle-free experience in dealing with the company.

According to Ascent Solutions Co-Founder and President, Shaun McInerny, processing credit card information was a sore point prior to deploying Kulturra

“Ascent would have to enter a customer’s credit card information directly into the payment processor’s website. Then we would have to close out the invoice in Ascent and enter the payment details into our accounting system, Xero.”

Kulturra made the process much easier by managing and safeguarding customer information. This allowed Ascent to enter customer information only once in the beginning and just retrieve the information when it’s needed again at the next billing cycle.

McInerny also likes Kulturra’s automated invoicing features. It streamlines the invoicing and payment processing which leads to savings in both time and effort.

“We have automated all of our monthly and quarterly recurring customers. There is zero human intervention with our recurring clients. Credit cards are processed automatically and invoices sent without any human intervention. If this process was still manual, we would need to dedicate 4 to 5 hours to complete the monthly tasks.”

If freeing up some precious time from draining work in invoicing and payment processing is important to you, then let Kulturra take over for you. Contact us now!

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Want to learn more how you can streamline your payments using Kulturra? Talk to us.

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Smithbucklin

Posted on by Jerus Ortiz

Smithbucklin

The association management and services company more organizations turn to than any other.

www.smithbucklin.com

About Smithbucklin

Smithbucklin is an association management and services company more organizations turn to than any other. They serve a wide range of industries and sectors such as trade associations, professional societies, technology communities, charitable organizations, and corporations.

They also provide a number of highly specialized professional services for specific functions and long-term projects by matching the right level of staff expertise and experience to client organization programs, activities, and objectives.

To help them handle their diverse payment options, Smithbucklin chose Kulturra back in 2019 to take care of their payment processing needs. We caught up with Smithbucklin Sales Services Vice President Tom Myers to talk to him about the partnership.

What challenges were you looking to solve when you found Kulturra?

One of the services Smithbucklin offers is providing trade shows, events, and convention management. As such, they’ve had to handle booth-space payment processing from a lot of different organizations. With the varied ways that each organization handled their finances, it was difficult to process them all in one place. Kulturra, therefore, was the perfect choice.

“Our unique multi-client Salesforce environment has been a challenge for many of the applications we investigated in the AppExchange. Kulturra is a Salesforce app we selected to automate the invoicing of vendor partners for the booth space, sponsorships or advertising they purchased from one of our client organizations.”

How has Kulturra helped you solve the challenges?

While it was Kulturra’s versatility that initially drew them in, Smithbucklin and Thomas were pleasantly surprised that the whole system functioned so seamlessly. In a company that dealt with a copious amount of organizations, this seamless integration went a really long way

“Kulturra’s architecture is flexible and was able to support our requirements to manage invoicing on behalf of different clients whom we sell for and service. It has allowed us to move seamlessly from closing opportunities to invoicing to tracking payments, credit memos, etc. all within the same system. More efficient than re-entering order details into a separate invoicing system.”

Why would you recommend Kulturra?

There’s a whole lot more to like about Kulturra. Mr. Myers says that Kulturra’s versatility combined with an excellent post-sale support and ease-of-implementation make it an excellent value for money purchase for their business.

“What we liked best about Kulturra is that it works with custom projects. It’s also priced competitively while also being one of the best in terms of ease of implementation and post-sale support.”

Contact us today to improve your billing and payments process.

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PUPS Pet Club

Posted on by Jerus Ortiz

PUPS Pet Club

PUPS Pet Club is one of Chicago’s fastest-growing pet services companies. Staffed by compassionate professionals, the company offers a variety of much-needed services that range from basic grooming, daycare, and overnights to more critical services such as veterinary care training.

PUPS Pet Club currently has 6 locations all over the Chicagoland area. And, they were thrilled to announce that PUPS Pet Club will be coming soon to the lively Williamsburg neighborhood of Brooklyn!

They offer three membership tiers that give customers different levels of access to their services. The Basic level entails fur parents to consult about the products and services. Moving up with the Plus membership tier gives customers additional access to the wealth of highly-recommended services and exclusive access to promotions offered year-round. Lastly, Premium members get priority reservations and exclusive discounts to in-demand services such as overnights and grooming, enrollment into the PUPS BUCKS rewards program, and access to the club’s webcams so you can monitor how your pup is doing at all times.

Managing payment for the various services and products is understandably difficult for PUPS Pet Club. Dan Rubenstein, CEO and Founder, decided to engage with the Kulturra team to help in the invoicing and payments process in 2019. We had a chat with him about the PUPS Pet Club’s partnership with Kulturra.

“We have been a Kulturra customer for almost three years. The product fits perfectly for the core of our business processes. We have engaged Kulturra’s team for customization work and support for internal customization efforts that require access to the product. They are quick to respond and work with us. Overall, Kulturra is a great product supported by a competent and responsive team.”

What were the challenges you were facing before Kulturra?

Before Kulturra, we faced challenges securing, storing, and utilizing credit card information for our customers. We also had difficulties using Salesforce Opportunity for Invoice creation and payment automation.

How did Kulturra help you solve those challenges?

Kulturra had every challenge covered as their native Salesforce integration makes it easy to use every tool Salesforce offers. Additionally, concerning credit card storage and utilization, the Kulturra’s security and ease of use give us the confidence to focus on pets and not on payment processing.

In terms of metrics, can you let us know how Kulturra has improved your process?

From invoicing, payment collection, and even in the call center inside the sales channel, Kulturra improved our performance by 100% across the board.

Why would you recommend Kulturra and their team?

Kulturra is already a great product. But, the support of a competent and responsive team takes it to the next level.

Let Kulturra help your business take easier payments in Salesforce! Contact us today to schedule a FREE demo.

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Want to learn more how you can streamline your payments using Kulturra? Talk to us.

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TWA Mentale Innovation GmbH

Posted on by Jerus Ortiz

TWA Mentale Innovation GmbH

Thomas Wilhelm Albrecht

Founder and CEO

About Us

TWA Mentale Innovation is an executive coaching business based in Austria that works with leaders, executives, bosses, entrepreneurs, and the self-employed. The company’s founder and CEO, Thomas Wilhelm Albrecht, is an author with three widely-read books on professional communication, persuasion, and the nuances of language in politics, business, and day-to-day affairs.

Through TWA Mentale Innovation GmbH, Thomas offers his services as a keynote speaker, consultant, and lecturer on communication, language, and speech. He helps business leaders, entrepreneurs, and self-employed individuals find effective communication tools and methods designed to improve their business and personal lives through these services.

“Sparrings-Partner for Leaders” is one of Thomas’ most critical consulting services in which he serves as a sounding board for leaders through the whole process of ideation. It’s a highly-recommended service as it helps leaders navigate analysis paralysis for the most demanding topics. Through the “Sparrings-Partner for Leaders” program, Thomas has helped countless leaders generate solutions to some highly complex problems.

To help him focus on his clients, Thomas recently got hold of the Kulturra team and implemented Kulturra across his business. We caught up with him recently and asked for his thoughts on how Kulturra is working for him

What role has Kulturra played in accomplishing your goals, bettering your business, and making you more successful?

Kulturra is the ideal Salesforce extension when it comes to invoicing. I no longer have to deal with multiple databases because of its excellent integration with Salesforce.

What challenges were you looking at before implementing Kulturra?

Because my previous invoicing software was not as well-integrated to Salesforce, I’ve been handling data from Salesforce and importing them to my invoicing software, which can be problematic, especially as my clientele grows. The multiple databases also made it challenging to track outstanding invoices.

Customers nowadays prefer the convenience of online payments, Kulturra’s easy online payment feature is one way of future-proofing my business.

How did Kulturra help you solve those challenges?

Since Kulturra is a native Salesforce integration, it works seamlessly with my Salesforce database. As a result, I no longer have to deal with multiple databases, which has helped me save precious time.

Why would you recommend Kulturra and their team?

The extension is easy to install and implement. The support team is also top-notch as they respond swiftly, even to the most basic queries.

Are there particular aspects of your process that are now easier because of Kulturra?

Payment reminders and reports of outstanding invoices helps me monitor my cash flow. In addition, creating invoices directly from Salesforce opportunities makes invoice creation easy and convenient. Less steps and easier to manage.

How much time has our solution allowed you to save overall in payment processing?

I’m saving 10-15 minutes per invoice. With the volume of my clients, Kulturra saves me multiple hours per week doing administrative tasks.

How much improvement has Kulturra help you in managing your invoicing process, payment collection, and financial reporting?

Invoicing and financial reporting have improved 100%. From outstanding to paid invoices, I can see everything in one place. This complete overview will make it easier for decision-making and managing my business finance.

On the other hand, my payment collection only partly improved as my existing clients prefer not to change our current arrangements through money transfers. However, a few clients are starting to prefer to pay via online payments which Kulturra handles perfectly.

Like TWA Mentale Innovation GmbH, let us help improve your invoicing and payments process using Kulturra. Contact Us today.

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Want to learn more how you can streamline your payments using Kulturra? Talk to us.

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Mestrelab Research

Posted on by Jerus Ortiz

Mestrelab Research SL

A software development company focused on the development and supply of high-quality software for Analytical Chemistry and its data management.

About Mestrelab Research SL

The company develops software for the scientific community focusing on highly intuitive Graphical User Interface and top-end software integration. MNOVA is their top-class software suite that processes analytical chemistry data. One of its features is it can combine all analytical data using the same interface. Thus, saving a lot of time and effort in processing, analyzing and reporting critical data.

In the pursuit of its mission, Mestrelab Research SL deals not only with transnational pharma, chemical and industrial companies but also with various customers and clients in the scientific community. Students, researchers, and even entire academic institutions serve as the primary user base of their software. This international company has key people located in several countries. They have resellers of their software in China, Japan, France, Korea, Poland and India.

Mestrelab Research SL deals with many customers with different backgrounds, from well-funded universities to self-funded students. As their company grows, they started looking for a financial app on the Salesforce AppExchange that will help consolidate their invoicing and payment processing in one place to make it more efficient to keep track of their finances. That’s when they found Kulturra.

We caught up with Mestrelab Research SL, Chief Marketing Officer, David Carballas, to get his insights on Kulturra:

What challenges were you looking at prior to implementing Kulturra?

We wanted to implement payment solutions across different objects such as invoices, quotes, and pro-forma invoices in a straightforward, intuitive process for our broad consumer base.

How did Kulturra help you solve those challenges?

Kulturra has helped us deploy payment solutions across various salesforce objects with a simple and effective solution, driving customer adoption and increasing our collecting rates.

From Salesforce integration to implementation, Kulturra helped us all the way. And once the system was deployed, we didn't have to do much work as the software was doing most of the work for us.

Why would you recommend Kulturra and their team?

It's a brilliant solution that makes invoicing and payment simple for our customers and us. The quotes and invoices we send out already have links where customers can use their credit cards and other modes of payment. The support team is also phenomenal! The Kulturra team didn't just help us deploy and integrate the app; they also helped us create custom objects that we need for our operations.

In terms of metrics, can you let us know how Kulturra has improved your process?

One of the most critical metrics that improved when we implemented Kulturra is that we doubled payment collections using our Stripe account.

We've also increased overall productivity by 20%. As a result, we no longer have to spend precious resources tracking invoices and checking receivables.

We're so satisfied with the software that we have it deployed on 100% of our business operations. So, for sales quotes, invoices, payments, and everything in between, we use Kulturra.

Like Mestrelab Research, let us help improve your payment process using Kulturra. Email us today.

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Want to learn more how you can streamline your payments using Kulturra? Talk to us.

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Sollis Health

Posted on by Jerus Ortiz

Bringing Concierge Payment Options to Concierge Medicine

ABOUT SOLLIS HEALTH

In concierge medicine, doctors make it a point to put their patient’s convenience at the top of the priority list. Sollis Health goes above and beyond as they provide a full-service and personalized service that patients love. The concierge medical practice specializes in providing expert medical care infused with the art of hospitality at every step of the way.

In line with their goal of providing the finest medical care, Sollis Health decided to engage with Kulturra. The goal is to make the experience even more seamless by incorporating a hassle-free medical billing process for its members. From their invoicing, collection, and financial reporting, Sollis Health uses Kulturra’s full-suite to add to the finishing touches of a truly first-class medical care.

We checked in with Sollis Health’s Business Analyst, Grace Conway, to find out how implementing Kulturra is moving their business forward to more seamless, convenient, and hassle-free transactions for their members.

What challenges were you looking at prior to implementing Kulturra?

Prior to implementing Kulturra, the billing software we had in place was unwieldy, disjointed, and could not keep up with the needs of our growing business. It was a real limitation and constantly created errors that ate up a lot of our team’s time and energy to correct.

How did Kulturra help you solve those challenges?

Kulturra has proven to be an excellent solution for our annual subscription-based  business model’s requirements, and has provided us with more flexibility and efficiency than I could have imagined. We were able to customize it perfectly to suit our needs with great results.

Why would you recommend Kulturra?

With Kulturra, our invoicing and billing workflows are finally streamlined and running smoothly, and continue to keep up as our business needs evolve. Kulturra’s team has been most helpful in providing guidance along the way.

In terms of metrics, can you let us know how Kulturra has improved your process?

Since deploying Kulturra, we’ve doubled our operational efficiency in both invoicing and payment collections. The platform’s customizability and automation were also monumental in increasing our productivity by 75%. As for financial reporting and visibility, we improved by 100%.

Contact us today to improve your billing and payments process.

Let's Get Started

Want to learn more how you can streamline your payments using Kulturra? Talk to us.

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Driver Defense Team

Posted on by Jerus Ortiz

Driver Defense Team

We are Illinois-based law group that specialize in traffic-related cases

About Driver Defense Team

Driver Defense Team is an Illinois-based law group that specialize in traffic-related cases. The team consists of lawyers and legal assistants always ready to protect the legal rights of their clients in an array of scenarios.

The law group commonly gives advice on petty and misdemeanor traffic violations. However, the team is also fully equipped to handle more serious traffic cases such as DUI and driving under a suspended or revoked license.

The DDT Law Group has a lot on their plate in defending the legal rights of Illinois residents that come from different walks of life. It’s important, therefore, that invoicing and billing are not a hindrance to their workflow. Because of this need for versatility, they chose to deploy Kulturra in their day-to-day operations.

We had a chat with Derek Martin, one of the firm’s partners, about how Kulturra has made it possible for them to focus on their clients.

Derek Martin

Attorney/Partner

Driver Defense Team

What challenges were you trying to overcome before using Kulturra?

The Driver Defense Team attracts clients from a diverse demographic. As such, their client’s preferred payment methods vary wildly. This makes Invoicing and billing complicated.

I implemented two other popular payment apps before testing Kulturra. They were never quite right. Our attorneys had difficulty billing clients on our previous Salesforce Financial app, as it could not handle our different payment options (cash, credit card, checks, money order, etc). We’d have to make 25 clicks just to accept a cash payment.

How has Kulturra helped you in solving the challenges?

Kulturra’s ability to handle an assortment of payment options attracted the Driver Defense Team. It gave the firm the ability to process their client’s payments with a few simple clicks.

Kulturra’s out-of-the-box features allow down payments and multiple installments that suits our needs. We now have a simplified way of billing our clients. It works perfectly and easily on all different payment options (credit card, check, cash, money orders, etc) including customized payment plans with different installment amounts. Also, we now have a good visibility of our cases, allowing us to see which one is paid, closed or still open. It allows for easier tracking, automatic notifications to our clients, and better insights on the status of all the cases we are handling.

Kulturra is the perfect solution for our law firm. It is extremely versatile which allows us to focus more on protecting our clients.

Why would you recommend Kulturra?

Versatility might have been what attracted DDT to Kulturra but it was Kulturra’s hands-on approach to solving the law group’s problems that made them fully commit. Kulturra’s team worked hard to provide the precise solution to the law firm’s unique requirements.

Kulturra was very “out of the box” and after a phone call with the support team, they customized it to be perfect for our needs. I cannot recommend them enough!

Contact us today to improve your billing and payments process.

Let's Get Started

Want to learn more how you can streamline your payments using Kulturra? Talk to us.

Contact Us
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Sage Music® ▶

Posted on by Jerus Ortiz

Sage Music®

Custom music lessons for all ages and levels

Jason Sagebiel, founder of Sage Music®, talks about how they overcame their invoicing challenges with the help of Kulturra.

Sage Music Founder, Jason Sagebiel

Jason Sagebiel is not like any music teacher you may have encountered before. After suffering a traumatic brain injury in the Iraq war, his cognitive and motor skills were left impaired. He turned to music during his recovery and coincidentally began the next chapter in his life, as a music teacher.

Inspired by the research and therapy that helped him to recover from his injuries, he developed a pedagogy and approach to learning and teaching music using techniques based on the science and psychology of learning.

His inspiring story has been documented on TV, radio, and in two books: Jon Pieslak’s SoundTargets, and J. Martin Daughtry’s Listening To War.

Do what you do best and let Kulturra do payments for you. Contact us today.

Let's Get Started

Want to learn more how you can streamline your payments using Kulturra? Talk to us.

Contact Us
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