Manage one-time and recurring card-balance payments in Salesforce, with payment data available to service agents.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYCustomer Service
UPDATED ON MARKETPLACE
Card Payments — screenshot from the Salesforce AppExchange listing

What it does

Lets cardholders set up and manage one-time or recurring payments toward card balances in the same interface used for other banking or card activities. The no-code app integrates payment data into Salesforce. Branch and contact center agents can set up and manage card-balance payments from their Salesforce screen. The app also brings customer financial data together for customer service and portfolio management.

Key capabilities

from the Salesforce AppExchange listing

One-time payments

Cardholders can set up payments toward their card balance.

Recurring payments

Cardholders can set up and manage recurring payments toward their card balance.

Payment self-service

Cardholders can manage payments within the interface used for other banking or card activities.

Agent payment management

Branch and contact center agents can assist with setting up and managing card-balance payments from Salesforce.

Financial data integration

The app brings customer financial data together in Salesforce.

No-code operation

The app is described by the vendor as a no-code app.

Use cases

  • Cardholders can manage card-balance payments without logging in to multiple systems.
  • Branch and contact center agents can view customer financial information while assisting with payment setup or management.

Who it's for

Cardholders, branch agents, contact center agents, and financial institutions.

In the catalog

340 plugins in Salesforce Platform · Customer Service

Price distribution: 93 free, 41 freemium, 206 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Reduce technical overhead expenditure as TSYS has already done the integration development and data orchestration for you, freeing up your financial and technical resources for other priorities. • Optimize customer service channels. A digital-first, self-service experience reduces customers’ need for assistance in …»

Official marketplace listing

Publisher
Total System Services LLC (TSYS)
Updated on marketplace
Facts verified