There is a growing need to have a single, centralized, consolidated platform from which you can carry out all your business activities. While CRM software has managed to fulfill the expectations of businesses to a large extent, there is still a lot left to be desired.
The Importance of Integrating a PCI Compliant Payment Gateway
SugarCRM is one such software that has managed to establish its footprint in the market in a very short span of time. It is preferred by companies whether big or small as it empowers them to manage all aspects of their business easily and efficiently.
One of the most important aspects of any business is managing its finances to ensure that sufficient funds are available in a timely manner for the smooth functioning of the organization. With the world rapidly moving towards a cashless economy, there is unprecedented pressure on businesses to accept payments online through debit/credit cards. Since payments received tend to be a major source of finance, change is recommended for business organizations in order to ensure that their financial position remains unhurt. This change would entail adopting a secure payment processing method, as an important constituent for all business processes.
SugarCRM integration with a secure payment gateway is a query that we receive quite frequently. There are a number of different CRM Payment Gateway options available. One such popular gateway is Authorize.Net. Hence, it is safe to say that CRM and payment gateway integration can become a driving force for business success.
What is Authorize.Net?
Authorize.Net is a payment gateway service provider allowing merchants to accept credit card and electronic check payments through their web site and over an IP (Internet Protocol) connection. An Authorize.Net Payment Gateway account allows you to accept credit cards and electronic checks via Web sites, retail stores, mail order/telephone order (MOTO) call centers, and mobile devices.
Authorize.Net Payment Processing Mediums
Authorize.Net payment processing works with:
- All major credit cards: Visa®, MasterCard®, American Express®, Discover®, Diner’s Club, JCB
- Signature Debit Cards
- Digital payment solutions: Apple Pay, PayPal, Visa Checkout
Why integrate Sugar with Authorize.Net?
If you are already a Sugar user and are looking to integrate your CRM with a secure and reliable payment gateway for credit/debit card transactions, Authorize.Net is a really good choice.
Your salespeople will no longer face the trouble of updating two systems simultaneously to keep the data in sync. Your client profiles will be organized and safely stored for easy access. The details of transactions done by customers will automatically be added into your CRM system and you won’t have to worry about receiving payments and processing them. The benefit? Your business processes will be streamlined as inefficiencies such as those caused by updating information manually will be taken care of. Moreover, along with streamlining your payment gateways, you can also make the most of your accounting platforms with CRM and Sage50 integration to manage finances through a unified platform.
Sugar integration with Authorize.Net – Case Study
We integrated Sugar with Authorize.net for Children’s cup, an organization that provides shelter to homeless people in Swaziland, Mozambique, Zimbabwe, and South Africa.
Children’s cup needed to become PCI DSS compliant which requires companies to hold the cardholder’s sensitive information with a PCI compliant hosting provider. For them, this was absolutely necessary as the donors made recurring payments on a monthly basis and did not want to go through the hassle of entering their credit card information every time.
Integrating Sugar with Authorize.Net was one of the integrations that were carried out.
Authorize.Net is an excellent option for your SugarCRM especially if you are a small to medium-sized business. However, there are a plethora of other options available at your disposal when it comes to payment handling customizations. The best thing about Sugar is that it can be seamlessly integrated with any method of payment handling that best fits your business model. This makes SugarCRM the best CRM for Financial services and will streamline all your business operations.
Rolustech is a SugarCRM Certified Developer & Partner Firm. We have helped more than 600 firms with various SugarCRM customization and integrations and developed several SugarCRM plug-ins for easy plug and play functionality for your CRM. Get in touch today for your FREE Business Analysis. We will be happy to assist you!