5 Reasons To Take Credit Card Payments In Salesforce

Posted on November 26, 2023November 27, 2023 by web1

1. Cash flow is king

One of the main advantages of taking credit card payments in Salesforce is the ease of taking payments right after a sale.

Imagine a scenario where a salesperson is talking with a customer over the phone and the customer is ready to pay with their credit card. You probably would not want to delay that payment, you would want to take that then.

Or imagine a service company sending their technicians to the field. If, after completing the service, the customer is ready to pay with their credit card, you would want to take that too. That would save you time from having to chase payments afterwards.

By arming your sales and service teams the ability to take credit card payments, your payments are on-time, ultimately improving your cash flow.

2. Keep your data in one place

Salesforce has become the system of record for most companies. Salesforce is where your customer data lives, so it makes sense to do your other business functions there as well, as opposed to using other systems where you have to duplicate your customer data.

There’s a lot of manual entry involved in maintaining multiple systems. These systems can be integrated but there’s likely complications involved during and after the integration, not to mention the work involved in dealing with multiple vendors.

By taking credit card payments in Salesforce, you’re simplifying your tech stack and you have payment history right where your customer data lives.

3. Automation

After a business gets paid for their products or services, there’s generally a series of activities that need to be done, whether it’s to fulfill the order, to schedule a project kickoff meeting, or to simply send a thank you email.

In Salesforce, automating these activities is possible, if not simple. The Salesforce platform comes with workflow automation tools that are relatively simple to use. And while other systems in general have limited automation capabilities, Salesforce has few limitations, if any.

4. Your customers can self-serve

Many businesses come to Salesforce for its “portal” capabilities. With this capability, they are able to offer their customers the ability to login to a portal where they can serve themselves, such as create support tickets or view their invoices.

Through your portal, you can also have your customers pay or update their credit card information for future payments.

5. Security

The Salesforce platform comes with state of the art security and the latest encryption technology. They maintain a comprehensive set of compliance certifications and attestations, including PCI Compliance.

If you’re taking credit card payments, it is important to protect your customers’ credit card information. Doing so in Salesforce ensures your customers’ payment information is protected. This helps build trust, leading to more business in the long term.

How can you take credit cards in Salesforce?

The first step is to sign up for a merchant account or a gateway. If you have one existing, you should be able to use that.

Once you have the merchant account or the gateway, install an app like Kulturra’s Payment Center in your Salesforce org. Using an app like this gets you up and running quickly and helps you take advantage of the benefits of taking credit card payments in Salesforce!

Sales Engineer

Posted on May 13, 2022May 13, 2022 by web1

Careers

Sales Engineer

Kulturra is a US software company developing financial apps on the Salesforce platform since 2012. Our company aims to help businesses manage their billing and payments process by providing well-designed and secure solutions. Our app, Payment Center, is now widely used by hundreds of small, midsize and enterprise companies that are in the Salesforce platform. It is currently one of the top-rated financial apps on the Salesforce app store – AppExchange.

Kulturra is growing and we’re scaling our sales team to enable and accelerate our growth. We are looking for a candidate who shares our values, is excited to be with a startup, enthusiastic, and will love to grow with Kulturra.

Job Description

We are looking for a Sales Engineer to join our Sales team, working primarily on putting together and giving technical presentations to prospective customers. The ideal candidate would have knowledge and experience with the Salesforce platform in a consulting and/or administration capacity.

Main Responsibilities

Work closely with Account Executives to identify prospects’ key pain points and strategize how to present Kulturra’s value proposition.
Put together and give technical presentations to explain to prospective customers how Kulturra’s products can solve their pain points.
Build demo and trial environments to support sales presentations.
Use your in-depth product knowledge and technical skills to suggest and implement solutions for prospects.
Support prospects during their trial by coaching/training them on Kulturra’s products.
Act with urgency and precision to give users best in class pre-sales support in troubleshooting issues as they arise.
Communicate customer use cases to the implementation and development teams and work with them to ensure customers are onboarded properly.
Works with customers to train their teams on the product and identify (and solve) problem areas in their processes.

Minimum Qualifications

3+ years of sales engineering, technical support, or engineering experience on the Salesforce platform.
Ability to give technical presentations to prospective customers.
A naturally helpful mindset, great attention to detail, and high technical aptitude.
Experience in a start-up or a start-up mentality.
A scrappy, hands-on, get stuff done attitude.
Ability to effectively convey customer requirements to implementation and development teams.
Intermediate to advanced Salesforce Administrator preferred.
Salesforce development experience is a plus.

Benefits

Competitive salary
Medical Insurance, Dental, Vision
401K
Remote work

Kulturra is committed to being an equal opportunity employer, and we consider all applicants regardless of their age, race, color, gender, sexual orientation, ethnicity, religion, national origin, disability, or veteran status.

Please submit your resume to careers@kulturra.com including your LinkedIn profile if any.

Senior Salesforce Developer

Posted on September 20, 2021October 18, 2021 by web1

Careers

Senior Salesforce Developer

Kulturra.com is a US-based software development company specializing in enterprise cloud applications, focused primarily on developing applications on the Force.com platform.

Job Description

Kulturra.com is looking for a talented Salesforce Developer who will be working closely with the Solutions Architect in the technical design and development of Kulturra.com’s product line within the Salesforce platform.

The Senior Salesforce Developer will be responsible for the technical design, development, and code review of the product feature enhancements of Kulturra.com’s product lines. This role will actively build solution components, develop unit tests, guide testing strategy and play an active role in ensuring quality through the development lifecycle.

Responsibilities:

Work closely with the Solutions Architect to set the high-level technology strategy for Kulturra.com’s product lines.
Develop, test and code review all product feature enhancements on the Force.com platform.
Troubleshooting and debugging code to provide solutions to customer issues
Develop technical documents that will support the development team, QA/Support team and Kulturra.com’s customers.
Create and streamline new or existing documents on our Knowledge Base based on the customer support tickets that you have handled.

Required Skills:

BS in Computer Science, Computer Engineering, Mathematics or any related field.
5+ years development experience in the Salesforce.com platform with Salesforce.com certifications is a plus.
3+ years of experience in technical leadership and/or technology consulting
Advanced skills on various Salesforce.com technologies like configuration, triggers, process builder, workflows, Apex, Classes, Visualforce, Lightning web components, SOQL, REST Services and HTTP callouts.
Experience in HTML, CSS, JavaScript, AJAX, and other technologies is a plus.
Design and improve user interfaces to improve user experience
Ability to take business requirements and translate into technical specifications.
Ability to problem solve high-level software and application issues.
Ability to work remotely and attend daily stand-up meetings.
Ability to work independently.
Ability to manage your own time.
Strong oral and written communication skills.

Benefits:

Competitive salary
Vacation Leave – 15 days
Sick Leave
Internet allowance
Medical Insurance
Dental Insurance
Life Insurance

Please submit your resume to careers@kulturra.com including your LinkedIn profile if any.

Salesforce Developer

Posted on September 20, 2021October 18, 2021 by web1

Careers

Salesforce Developer

Kulturra.com is a US-based software development company specializing in enterprise cloud applications, focused primarily on developing applications on the Force.com platform.

Job Description

Kulturra.com is looking for a talented Salesforce Developer who will be working with the Solutions Architect in the technical design and development of Kulturra.com’s product line within the Salesforce platform. The candidate will also be involved in troubleshooting and debugging codes to resolve customer’s support tickets.

Responsibilities:

Develop, test and document high quality business applications on the Force.com platform.
Troubleshooting and debugging code to provide solutions to customer issues
Create and streamline new or existing documents on our Knowledge Base based on the customer support tickets that you have handled.

Required Skills:

BS in Computer Science, Computer Engineering, Mathematics or any related field.
2+ years development experience in the Salesforce.com platform.
Expertise on various Salesforce.com technologies like Apex, Classes, Triggers,
Visualforce, Lightning components, SOQL, REST Services and HTTP callouts A MUST.
Experience in HTML, CSS, JavaScript, AJAX, and other technologies is a plus.
Ability to take business requirements and translate into technical specifications.
Ability to problem solve high-level software and application issues.
Ability to work remotely and attend daily stand-up meetings.
Ability to work independently.
Ability to manage your own time.
Strong oral and written communication skills.

Benefits:

Competitive salary
Vacation Leave – 15 days
Sick Leave
Internet allowance
Medical Insurance
Dental Insurance
Life Insurance

Please submit your resume to careers@kulturra.com including your LinkedIn profile if any.

Sage Music® ▶

Posted on January 20, 2021November 27, 2023 by web1

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 Payment Center.

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 Payment Center do invoicing and payments for you. Contact us today.

Let's Get Started

Want to learn more how you can streamline your payments and invoices using Payment Center? Talk to us.

Ascent Solutions

Ascent Solutions streamlines Payment Process with Kulturra’s Payment Center.

Sollis Health

Sollis Health experienced vast improvement in invoicing and bill collecting using Kulturra Payment Center.

University of Fredericton

Integrating CRM and Billing Systems for Seamless Payments

Fishbowl

Posted on January 17, 2021November 4, 2021 by web1

Fishbowl

The #1 Manufacturing and Inventory Management Software for QuickBooks

Kulturra interviewed Taylor Boyer, Senior Salesforce Administrator, at Fishbowl.

What does Fishbowl do?

Fishbowl has an Inventory Management Software that is the #1 Manufacturing Software for QuickBooks. We help businesses track and streamline the automation of their inventory, while also providing a seamless integration with over 60 different software solutions.

Fishbowl also provides Hosting Services that give customers the ability to use Fishbowl without needing the IT knowledge or computing infrastructure to run it at their local environment. We understand inventory and provide a solution to managing it.

How long have you been using Payment Center?

We’ve been using Payment Center since December 2018. We discovered it while implementing Salesforce into our Organization through the Salesforce AppExchange.

What challenges were you looking to solve when you found Payment Center?

The Executive Team at Fishbowl wanted something that would easily integrate with our Salesforce CRM and could be customized to our business processes. Some of the other challenges included:

Finding a software with a Payment Portal that would connect to our existing payment processor. This would allow customers to easily make a payment on an invoice at any time.
Capability for Sales Reps to send invoices to customers from within Salesforce.
Receipt Automation
Payment Plan options for customers
Recurring Billing options
Easy Administration, wouldn’t require a Salesforce Admin to provide the administration for it.

How did Payment Center solved your challenges?

Installing Payment Center is quick and easy, and hooking it up to Authorize.net took no time at all. Our Sales Team really enjoys the simplicity of sending invoices from within Salesforce, and allowing customers to click on the Pay Now link within the invoice to make a payment. After a payment is processed the customer gets a receipt, and everything in Salesforce is updated to reflect this. If needed, the customer can request a payment plan, which the user selects in Salesforce, and it will automatically bill the customer based on the terms of the payment plan.

Payment Center also has a nice management area within Salesforce where any of our Sales Admins can go to make changes to the app.

"Our Sales Team really enjoys the simplicity of sending invoices from within Salesforce, and allowing customers to click on the Pay Now link within the invoice to make a payment"

Why would you recommend Payment Center and Kulturra?

"Solid product that integrates with Salesforce CRM"

"Kulturra Support is great to work with and their knowledge base online is fantastic"

We would recommend Payment Center for the following reasons:

Solid product that integrates with Salesforce CRM and handles all of the billing portion of our business process.
Kulturra Support is great to work with and their knowledge base online is fantastic. Anytime I’ve dealt with someone on their Support Team it’s been a positive experience.
Kulturra is always looking for feedback on ways to improve their product, and they’ve actually considered/implemented a few of the enhancements we needed.
Last of all, the price is very reasonable. For everything you get with Payment Center it’s definitely worth the price.

Let's Get Started