Remove compliance Remove Document Remove Metrics Remove Payment Methods
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12 Best Salesforce Integrations for Businesses in 2024

User Pilot

With the Marketo and Salesforce integration, organizations can better align marketing and sales processes for improved lead management and marketing campaign personalization. The ActiveCampaign integration boosts marketing personalization and sales funnel automation by syncing data, leads, and contacts between the tools.

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How to Find the Best SaaS Billing Platform: A Complete Guide

Stax

But if you’re a B2B solution, there’s a high likelihood that businesses will be interested in being able to accept customer payments, rather than just sending them a PayPal link or to a generic payment gateway. How do you add payment processing capabilities to your software? By partnering with a trusted SaaS billing platform.

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An In-Depth Guide to Subscription Billing Platforms (+ 5 Options)

FastSpring

Most subscription billing platforms let you: Automate invoicing and payments. Provide a self-service portal to customers so they can manage their accounts (including payment information, seats, and more). Gather metrics and view reports on monthly recurring revenue. Legal compliance. Fraud prevention and chargebacks.

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Understanding Risk Management Strategies as a PayFac

Stax

For SaaS companies, becoming a payment facilitator (or PayFac) offers a ton of advantages—including but not limited to—boosting retention and profitability while exercising greater control over the customer experience. However, several complex types of risks come along with this. Let’s get started.

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FinTech Onboarding: 13 Best Practices for Customer Success

User Pilot

Personalize the onboarding experience to highlight features that help each user achieve their primary goal. Use automation to provide personalized user support and drive customers through the onboarding experience. Offer multichannel support through chat, email, phone, etc., Flagging missing documentation before submission.

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Stripe vs. Chargebee: Features, Pricing, Reviews, and More

Baremetrics

Deciding between Stripe vs. Chargebee for your online payment processing needs? Stripe supports online payments for e-commerce businesses, while Chargebee helps SaaS companies set up and manage their recurring payments. Both platforms have pros and cons worth learning about. Table of Contents.

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Recurly VS. Chargify: Features, Pricing, Reviews, and More

Baremetrics

Running a SaaS or subscription business takes a lot of work, but you can save time by automating the subscription billing process with the help of the right payment system. Ultimately, subscription management requires the right payment processor, but that's just one tool in the stack. High-level security and level 1 PCI compliance.