Chargent Solutions
Our solutions plug right into Chargent for Salesforce to accelerate time-to-value. The features in our latest release include:
Easily apply a discount to an Order
Create & schedule your desired number of Payment Requests with different charge amounts
Enhancements to the receipt to include the full transaction history of the order
Charge a payment processing fee to the customer based on the payment method (such as credit card) on the Payment Request page
Solutions for DocuSign
Our solutions for DocuSign can be used with or without DocuSign’s AppExchange package. They leverage DocuSign’s API directly. The features in our latest release include:
Automatically creating a DocuSign Envelope from any object/record in Salesforce
Dynamically & intelligently creating different types of Envelopes based on underlying data (such as the service type or product purchased)
The ability to configure DocuSign’s reminder schedule to send an email by a certain time (such as the day before the customer’s scheduled appointment time)
Solutions for Salesforce Sales Engagement
(formerly High Velocity Sales)
Our solutions for Sales Engagement help sales reps prospecting the right leads at the right time. Features in the latest release include:
Prioritizing Leads based on source. For instance, if a website form lead is received goes to the top of the prospecting list compared to other sources such as a cold list
Automatic Cadence Feeder that automatically assign Leads and adds them to a Cadence. This is particularly useful for large lists that cannot be added to a Cadence all at once due to Salesforce limitations.
Marketing Cloud Account Engagement (Pardot)
Utilize our opt-in/out tool to manage Prospects with the same email address based on criteria such as Created Date or Last Activity Date
Selectively sync segments of your Salesforce Lead and Contact database with Pardot to make the best use of Prospect storage
Solutions for Salesforce Financial Services Cloud (FSC)
Our solutions for FSC enable advisors to manage their clients more efficiently. The latest release includes:
Adding and managing people and households with fewer clicks than Salesforce’s standard navigation
Automated portfolio accounting and AUM fee collection based on the quarter’s ending Financial Account Balance (using Chargent)