How To Set Up A SALESFORCE MERCHANT ACCOUNT
🏆 THE GOAL: In this video, I'm going to show you how to set up a Salesforce Merchant Account. You might have a situation where your staff is even writing credit card numbers down on a piece of paper, or they're just leaving Salesforce or go to some other system to take payment, and you've realized that you want all of those payments taken directly inside of Salesforce.
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⏭️ RELATED:
How To Set Up Chargent [FAST] - To Process Salesforce Payments • How To Set Up Chargent [FAST] - Process Sa...
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✅ GET THE CHECKLIST - "10 Ways To Make Salesforce Payments Safe, Easy And Profitable" https://chrgnt.co/Salesforce-Payments...
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📝 THE STEPS:
0:00 INTRO
4:19 STEP 1: Choose a merchant bank that you want to work with.
And so some examples are TSYS, Worldpay, First Data and PayPal merchant services.
4:28 STEP 2: Procure your company's financials the underwriters at the merchant bank.
4:38 STEP 3: Company owners need to give some personal information for KYC or Know Your Customer regulations.
4:55 STEP 4: Underwriting gives you a gateway account and send you a sheet with all the information that you need to start taking payments.
5:05 BONUS TIP: How are you going to balance technology versus pricing versus services when you're selecting a merchant account? The technology part that really has to do with finding a gateway that fits your business.
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🧔🏻 ABOUT CHARGENT:
Chargent makes payments simple for you and your customers. Chargent payment enables any object in Salesforce, ensuring you get instant confirmation. With Chargent your recurring billing is set and forget! AppFrontier® - the makers of Chargent.
#Chargent #SalesforcePayments
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🙋 CONTACT US:
We are always here to help! http://bit.ly/chargent-contact-us