Salesforce For Finance (Connecting Stripe, Square, & Braintree)

By December 16, 2022December 20th, 2022No Comments

Salesforce payment processing integrations allow you to connect this CRM with Stripe, Square, and Braintree and bring your sales and finance data under one roof. A general lack of data integration between finance and sales teams is forcing them to rely on incomplete information from disparate sources. This can often result in poor data accuracy and transparency.

With pivotal financial data presented natively inside the CRM, sales team members no longer need to contact their finance team for essential customer information. By having everything in one place and displayed in real-time, team members can access the information they need quickly and easily without navigating between multiple different platforms.

If you want to eliminate disjointed cross-team communication and enable team members to make rapid progress with tasks, you must ensure all relevant data is at their fingertips. As Stripe, Square, and Braintree are jam-packed with a treasure trove of customer data insights, it makes sense to integrate this with Salesforce and centralize this customer data.

Breadwinner Payments is a highly-effective Salesforce and Stripe, Square, and Braintree integration. This simple yet intuitive integration enables users to turbocharge the relevance of customer data within their Salesforce. With this integration, you can embed financial data from Stripe, Square, and Braintree into the Salesforce platform seamlessly.

Salesforce For Finance (Connecting A Payment Processor)

Ensure sales and finance teams have a single data set

When sales and finance teams are operating with two separate sets of data, this inevitably leads to miscommunication and inefficiencies. That’s why it makes sense to integrate Salesforce with a payment processor like Stripe, Square, or Braintree. When sales and finance teams are on the same page, they can move quickly and deliver exceptional customer experiences.

Accelerate time-to-payment with Breadwinner Payments

If you’re looking to speed up time-to-payment, the best way to do this is with a purpose-built connector. Breadwinner Payments is the ultimate solution for integrating Salesforce with payment processors like Stripe, Square, and Braintree. This optimized Salesforce-payment processor connection enables you to speed up time-to-payment and deliver for customers.

Leverage customer financial data inside Salesforce

With Breadwinner Payments, Salesforce can act confidently as a single source of truth for customer financial data. This is why it makes sense to integrate with a payment processor and streamline data flows between sales and finance teams. Breadwinner Payments makes this possible while allowing you to take advantage of the powerful features of each platform.

How can you get started with Breadwinner Payments?

Breadwinner Payments can establish a secure connection between Salesforce and your go-to payment processor, offering a secure, efficient way to move your customer financial data between platforms. The solution works out of the box, enabling you to take full advantage of this Salesforce-payment processor integration in no time at all.

To find out more about our Salesforce integration, you can book a demo today.