EW Stripe
EW Stripe is a well designed, developed application that bridges the gap between Stripe and Salesforce in real-time. The Application synchronizes customer, product, invoice, subscription, and payment information bi-directionally. Thus, consolidates payment processing, improves data accuracy, streamline user experience, optimizes sales, manages finances and helps in revenue growth all within a unified platform.
Why Stripe Integration with Salesforce?
Salesforce stands as the most dominant CRM available today. Stripe has established itself as the leading payment services provider and is definitely the preferred choice for businesses of all sizes.
Improved Cash Flow: Integration allows businesses to create and send Stripe invoices directly from Salesforce. This speeds up payment cycles and reduces the time businesses have to wait for payments.
Better Customer Experience: Companies can manage subscriptions, payments, and refunds seamlessly from within Salesforce, enhancing customer service by consolidating all financial and CRM-related activities in one place.
Real-time Payment Tracking: Salesforce integration with Stripe enables real-time tracking of payment statuses, allowing sales and finance teams to stay updated on the payment progress and act quickly if issues arise.
Enhanced Automation: The integration automates the workflow between customer management and payment processing, reducing manual efforts and minimizing errors.
Business Insights: With Stripe data integrated into Salesforce, businesses can generate comprehensive reports that combine financial transactions and customer data, providing a deeper understanding of customer behavior, sales performance, and financial health.
Security & Compliance: Stripe’s strong security measures, combined with Salesforce’s data handling, ensure that sensitive payment data is managed in compliance with global standards.
Strong features for your business operations
Automatic Sync of Customers between Salesforce and Stripe
EW Stripe includes a powerful feature that enables the creation of invoices directly in Stripe from within Salesforce, leveraging its real-time integration. This feature allows Salesforce users to generate invoices in Stripe without leaving the Salesforce environment, streamlining the billing process. The tool automatically synchronizes customer data, product information, and payment details between the two platforms, ensuring that the invoices generated are accurate and up-to-date.
Create Stripe invoices from Salesforce in real time
EW Stripe includes a powerful feature that enables the creation of invoices directly in Stripe from within Salesforce, leveraging its real-time integration. This feature allows Salesforce users to generate invoices in Stripe without leaving the Salesforce environment, streamlining the billing process. The tool automatically synchronizes customer data, product information, and payment details between the two platforms, ensuring that the invoices generated are accurate and up-to-date.
Speed up Payments and step up cash flow
EW Stripe offers a feature specifically designed to accelerate payments and enhance cash flow management. By integrating Stripe with Salesforce, it streamlines the payment process, allowing businesses to send invoices quickly and receive payments faster. This seamless connection enables real-time updates on payment statuses, ensuring immediate visibility and reducing the time spent on tracking outstanding balances.
Track Stripe Invoice Status in Salesforce
This feature allows businesses to monitor the status of Stripe invoices directly within Salesforce. Users receive real-time updates on whether an invoice is pending, paid, or overdue, facilitating efficient financial management. By integrating invoice tracking into the CRM, teams can maintain a comprehensive view of their financial health, streamline follow-up processes, and enhance overall cash flow management.
Create Stripe Subscriptions within Salesforce
Users can create and manage Stripe subscriptions directly from Salesforce. This simplifies the management of recurring payments, allowing businesses to oversee subscription lifecycles without switching between platforms. This helps save time and improve the productivity of your business.
Customer Financial Insights
EW Stripe provides insights into customer payment activity, allowing businesses to assess customer reliability based on their payment history. This feature helps in identifying potential risks or opportunities for relationship growth. It will help the Sales team to prioritize and approach customers based on financial metrics.
Secure and Trackable
Security is a core component of EW Stripe, ensuring that all transactions are encrypted and compliant with industry standards. Additionally, the tool offers detailed tracking of payments and activities, providing full transparency and auditability for all financial transactions.
FAQs
Is it Salesforce Native or using a third party API?
It is Salesforce Native, and no middleware involved throughout.
Can I track my transactions?
Yes, you can see all of your transactions right on your account record page. (Note: This is possible only if you use the page layout that comes with the app)
Can I download the invoices?
Yes, you can download the invoices directly from Salesforce itself.
Is my Account and Credit Card information secured?
Indeed, confidential Information like Credit Card details, Bank Account details are all encrypted in Salesforce to ensure security.
How much time does it take to install this application and complete the configuration?
Application is designed to be set-up and configured quickly. It does not take more than 7 to 10 minutes (including package installation time) to install and complete the configuration of the app.
What happens if I delete a synced Account?
All the related payment methods and related subscriptions are deleted from Salesforce and also the corresponding customer record gets deleted from Stripe.
Can you create/cancel Subscriptions?
Subscriptions can be created from Salesforce and also those Subscriptions which are created in Salesforce can be canceled.
Can we keep track of Subscription Invoices?
Yes, as per the Subscription schedule cycle, invoices get updated in Salesforce, and can be tracked from Account record page.
Do invoices remain even after deletion of a certain Subscription?
Yes, on deletion of a Subscription, only related Subscription items are deleted, but not invoices of previous purchases of the customer.