Salesforce Integration
Direct Debits and card payments integrated directly with Salesforce.
Process payments and integrate directly with any object in Salesforce
Direct Debits and Direct Credits for Salesforce
As a Salesforce ISV partner, SmarterPay are one of the few companies with the expertise to integrate your customer Direct Debits and Card Payments directly into Salesforce.
Our Direct Debit Management System (DDMS) will seamlessly integrate with your existing Salesforce Org. This allows you to set up Direct Debits directly within the application or link the sign-up to an external signup process, such as your website. The application manages the entire Direct Debit life cycle and provides a full audit trail of the process.
Card Payments for Salesforce
We can also integrate any Payment Gateway to process card payments, including PayPal, Stripe, Paya, Cardstream and Global Payments, to name a few. This means you can take a card payment and link it to any object within Salesforce either directly or via an external process, such as a payment link or website. Our unique partnership with Opayo means we can also extend favourable transaction charges to our customers if needed.
Case Studies
Slide 4 - PPL PRS
PPL PRS
Integrated Direct Debit Management Solution across Salesforce and Financial Force enables automated Direct Debit and card payments
Slide 5 - Human Appeal
Slide 5 - Citation
Citation
A customised and fully integrated Direct Debit Management Solution between Salesforce and Financial Force
Slide 6 - CAFOD
CAFOD
Bespoke Salesforce-integrated Direct Debit management and card payment solution enables flexible charitable donations
Salesforce Integration Solution Features
Integrated Card Payments
PCI-compliant card processing within internal or external pages
Integrated Direct Debit
AUDDIS-compliant Direct Debit sign-up submission and reporting
Payment History
Customer transactions recorded against any object in Salesforce
Supporting Not for Profit Organisations and Registered Charities
Salesforce provide 10 free licences for Not-For-Profit Organisations and SmarterPay are proud to already work with a large number of charities to help collect regular donations. Click on the links to get started with Salesforce, find out more about Salesforce’s CRM for Nonprofits or read more about Saleforce’s Nonprofit work. SmarterPay’s consultancy rates are heavily discounted for registered charities and Not-For-Profit Organisations so please be sure to make us aware of your status when you enquire.
Our SmarterPay solution will give us the flexibility to integrate with different card payment providers within the UK and Europe. 
Human Appeal
Ihsan Aljafri, Head of Systems Development
Examples of External and Internal Sign-up Pages
