Payment Handling Customization in Sugar

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Getting paid by customers promptly is essential for businesses as they need cash to manage their daily operations. Delays in payments could put businesses at the risk of facing serious cash flow deficit. While SugarCRM is a great platform to handle customer interactions to build excellent customer relationships, an out-of-the-box Sugar solution does not suffice when it comes to generating invoices and managing financial transactions.

The reason why SugarCRM has gained widespread recognition as a CRM for the financial industry is that it is highly flexible, scalable and extensible. Businesses have faith in SugarCRM solutions since it provides them a centralized and unified platform to manage their complete operations. In order to make the payment handling process hassle-free for our clients,  we have integrated Sugar with leading payment gateways such as PayPal, Stripe, SagePay, etc.  Moreover, we have done some pretty awesome customizations that enabled them to reap the full benefits of Sugar. I have discussed the payment gateways integration in detail in another post. Here, I am going to share a few of the customization that helped our clients automate payment processes.

Credit Card Customization

Payment Handling Customizations in SugarCRM

The world is moving towards a cashless economy. With a surge in e-commerce and customers preferring to pay online, businesses cannot afford to lose out on potential customers by not incorporating this feature in Sugar. With this customization, the credit card details of the clients are saved in Sugar when they buy something for the first time. When clients place an order again, payment is automatically deducted from their credit cards. Hence, customers do not have to manually enter their card details every time they make a purchase.

Currency Customization

Payment Handling Customizations in SugarCRM

What if your company operates in the global market and has to regularly deal with international clients? Your CRM should be able to handle financial transactions in multiple currencies and this customization achieves just that. It allows you to easily and seamlessly convert financial information from one currency to data. This results in greater efficiency by reducing manual conversions and smoothens international operations.

Payment Module Customization

Payment Handling Customization in SugarCRM

Businesses need to offer a wide range of payment methods to facilitate faster payments and attract more customers. There are statistics that support the fact that your conversion rate will increase if you offer multiple methods of payment.

This customization lets businesses accept credit cards, cash on delivery and cheques on their website. Not only does it make your business look more professional but also empowers you to earn the trust and loyalty of your customers.

Key Takeaway!

Sugar is an amazingly powerful tool but if you do not customize it, you are unlikely to get the desired ROI. Payment handling is an extremely important aspect of any business and therefore, care needs to be taken that the entire process is swift, secure and smooth. Whether you intend to integrate any payment gateway with Sugar or desire to get any SugarCRM module customization such as email customization and time sheet customization, you should get in touch with a firm that specializes in CRM customization. As SugarCRM certified partners, we will be more than happy to give you a FREE consultation session.

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