Solutions for Chargent
Apply discounts
Schedule Payment Requests
Customize the receipt to include the full transaction history of the order
Schedule multiple Payment Requests with different amounts to collect payments for a single order
Charge a payment processing fee based on the payment method (such as credit card) on the Payment Request page
Solutions for DocuSign
Automatically create a DocuSign Envelope from any object in Salesforce
Create envelopes based on underlying data such as the service type scheduled or product purchased
Set desired reminder schedule if the recipient hasn’t signed envelope by a certain time such as their scheduled appointment
Salesforce Sales Engagement (High Velocity Sales)
Use our cadence feeder to automatically assign Leads and add them to a Cadence to ensure a full lead pipeline
Prioritize Leads based on source
Auto-add Leads from a pool or list to a Cadence once another Lead exits a Cadence
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
Salesforce Financial Services Cloud (FSC)
Add new people to the Household with the click of a button (instead of creating a Person Account and then linking the Person Account to the Household)
Align Financial Accounts to Goals and track progress to goals based on Account Balances
View the Montecarlo Probability of reaching a goal
Charge AUM fees to a credit card on file based on the quarter’s ending Financial Account Balance (using Chargent)