Getting Started with Automated Collections | Chargent
🏆 THE GOAL: Reduce involuntary churn, collect more outstanding payments, and free your team up to focus on revenue-generating tasks - it’s easy to get up and running with Chargent Automated Collections!
If you’re not quite sure where to start, check out this video. We’ll walk you through setting up your first Automated Collections configuration - right in your Salesforce org - so you can put the power of automation to work for your organization.
Do you want to see more videos from us? Then leave a comment and let us know what you want to see next. At Chargent we specialize in Salesforce payments, so make sure to like, subscribe, and turn on your bell notifications for more!
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✅ Reduce your Accounts Receivable and Collections challenges in Salesforce with Chargent! Learn how Chargent can make your payments process configurable and automated by saving you time and money! Minimize failed payments or involuntary churn by downloading our expert guide at the link below!
⏭️ https://chrgnt.co/Automated-Collectio...
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⏭️ RELATED: Chargent: New Automated Collections Dashboard
• Chargent: New Automated Collections Dashboard
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SKIP AHEAD
0:00 Intro
0:45 Automated Collections Configuration
2:30 Configure the Stages
2:43 Stage 1: Send payment request email
3:35 Stage 2: Retry payment
3:51 Stage 3: Retry payment + send email on failed retry
4:28 Stage 4: Account suspension notice
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🧔🏻 ABOUT CHARGENT:
AppFrontier® - the makers of Chargent are proud to make payment processing seamless with an application that lets you manage single or recurring payments right in your CRM where your customer information lives. You can easily maintain compliance, and Chargent comes with pre-built integrations to 30+ direct payment gateways, with developer tools that make it easy to customize to fit any business process.
#Chargent #Salesforce #AutomatedCollections
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🙋 CONTACT US:
We are always here to help! http://bit.ly/chargent-contact-us
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