Do you want an overview of Payments2Us?
What does our software do? What features will suit you?
This seven-minute video will go through the modules offered, run a live payment on our demo platform then show how that information is taken straight into your Salesforce CRM system for instant reporting and analysis.
Why not test it out with some sample data?
This ten-minute YouTube video will show how to install and launch your Payment2Us software and enable you to test out payment forms with sample data within 30 minutes!
In the video, we look at how to:
- Access AppExchange (Salesforce’s marketplace for Apps)
- Download it onto your system
- Set-up security
- Register your site within Salesforce
- Allocate permissions
- Test capabilities with sample and test data
- Where to find resources
It’s quick and simple. The online forms can be tailored to suit your operations and the clever features such as data matching and account reconciliation will save you heaps of time. Of course, you’ll need to organise a merchant account with your bank before you can start taking real payments.
So why not try it out. You can also read more details on how to install in our online manuals and video tutorials:
We look forward to helping you make the most of our Payments2Us app.