We’re thrilled to introduce Clever Division Sales, the latest addition to our product suite. This all-in-one payment solution seamlessly integrates with your Microsoft CRM system, making payment processing more efficient and secure.
With Clever Division Sales, you can manage payments directly within your CRM, eliminating the need for external systems and streamlining your workflow. Enhanced security features ensure a safer experience for both your team and your customers.
Ready to revolutionize your sales process? Discover how Clever Division Sales can boost efficiency, improve customer satisfaction, and transform how you handle payments within Microsoft Dynamics Sales.
Comprehensive Payment Solution for Microsoft Dynamics Sales
Clever Division Sales is a powerful, all-in-one payment solution tailored to meet the unique needs of businesses using Microsoft Dynamics 365 Sales. Designed to streamline payments, it enables your sales team to accept a wide range of options, including credit cards, PayPal, and ACH transfers, accommodating the diverse preferences of your customers.
The solution provides flexibility in payment processing, offering multiple methods to suit different situations. Sales representatives can manually enter credit card information, use two-factor authentication for secure partial entry, or allow customers to securely input their own payment details.
Managing transactions is simplified with the intuitive, 24/7-accessible dashboard. This user-friendly interface lets your team effortlessly view and manage invoices, transactions, and payment methods, reducing administrative burdens and freeing up time for what matters most—closing deals.
By integrating seamlessly with your existing CRM, Clever Division Sales enhances your sales process, giving you greater control over financial operations and improving overall efficiency.
Enhanced Security Measures to Protect Transactions
In today’s digital landscape, security is non-negotiable, especially when it comes to financial transactions. Clever Division Sales takes security seriously by integrating state-of-the-art measures to protect both your business and your customers’ sensitive data.
At the core of our solution is PCI 4.0 validated technology, ensuring every transaction meets the latest and highest data protection standards. This not only safeguards each transaction but also offers peace of mind for your sales team and customers alike.
Additionally, Clever Division Sales employs advanced tokenization technology. Instead of storing full credit card details, we generate unique tokens for each transaction, reducing the risk of fraud and data theft by keeping sensitive information secure.
We also offer surcharge eligibility, allowing your business to offset transaction fees while maintaining the highest security standards. This feature helps reduce costs without compromising data protection.
With these cutting-edge security features, Clever Division Sales provides a comprehensive shield against evolving digital threats, ensuring every transaction is protected.
Seamless Integration with Microsoft Dynamics Sales
Clever Division Sales stands out with its seamless integration into Microsoft Dynamics 365 Sales, ensuring a smooth, uninterrupted workflow within your CRM. This isn’t just about compatibility—our solution is designed to enhance both Dynamics 365 Sales and Field Service capabilities, enabling your team to manage and process payments without ever leaving the platform.
By unifying sales data and payment processing, Clever Division Sales streamlines the entire sales journey, from quote to payment receipt. This cohesive integration creates a more efficient system, simplifying operations and ensuring that all data is in one place.
Additionally, real-time payment processing is built directly into Dynamics 365, with instant credit card verification and secure token generation. This not only bolsters transaction security but also protects the integrity of your sales data.
With Clever Division Sales, payment acceptance becomes a natural part of your sales process. Your team can focus on selling, confident that payment processing is effortlessly handled in the background. It’s a truly integrated solution that bridges the gap between sales activities and payments within Microsoft Dynamics 365 Sales.
Boosting Operational Efficiency with Clever Division Sales
Clever Division Sales transforms operational efficiency by automating key payment processes. With automated workflows, sales teams can ensure seamless authorization capture at critical stages in your ERP of choice (e.g., Business Central or Finance & Supply Chain), such as during shipment or invoicing. This reduces manual errors and accelerates the transaction cycle, allowing your team to focus more on engaging customers and less on administrative work.
What sets Clever Division Sales apart is its flexibility. Your business isn’t locked into a single credit card processor, giving you the freedom to choose or switch processors without any disruption to your sales process. This adaptability speaks to our commitment to meeting your business needs.
By consolidating payment data within your CRM, Clever Division Sales provides a comprehensive view of both customer interactions and financial transactions. This integrated approach enhances decision-making, enables personalized customer service, and simplifies reporting.
With these capabilities, Clever Division Sales not only boosts operational efficiency but also strengthens the strategic value of a unified system for managing sales and payments within Microsoft Dynamics 365 Sales.
Enhancing the Customer Experience with Integrated Payments
By integrating Clever Division Sales into Microsoft Dynamics 365 Sales, businesses can offer their customers unmatched convenience and flexibility in the payment process. This modern solution allows customers to easily review and pay invoices via a secure, single-click link, removing the common barriers often found with online payments.
This streamlined experience not only speeds up the payment cycle but also enhances customer satisfaction by making transactions smooth and hassle-free.
Additionally, Clever Division Sales supports multi-currency transactions, which is a major advantage for businesses with a global customer base. It ensures that international clients can pay in their preferred currency, simplifying the process and fostering trust and inclusivity.
By catering to the diverse financial preferences of customers worldwide, Clever Division Sales not only extends market reach but also elevates the overall customer experience, setting a new standard for payment processing within Microsoft Dynamics Sales.
Conclusion
In conclusion, Clever Division Sales is a game-changer for businesses leveraging Microsoft Dynamics 365 Sales. It introduces a seamless, secure, and efficient way to integrate payment processing directly within your CRM, enhancing operational efficiency and enriching the customer experience. By choosing Clever Division Sales, companies can expect not only to streamline their sales and payment processes but also to provide their teams with the tools needed for success in today’s competitive landscape. Embrace the future of integrated payments and watch your business soar to new heights with Clever Division Sales.
FAQs
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Can Clever Division Sales handle multiple types of payment methods?
Yes, Clever Division Sales is designed to accept a wide range of payment options including credit cards, PayPal, and ACH transfers, using our pay-by-link functionality providing flexibility for your customers’ payment preferences.
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How does Clever Division Sales integrate with Microsoft Dynamics Sales?
Clever Division Sales integrates directly into Microsoft Dynamics Sales through seamless compatibility, allowing you to manage and process payments without leaving the CRM platform, ensuring a unified workflow.
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What security measures does Clever Division Sales implement?
Clever Division Sales incorporates advanced security measures including PCI 4.0 validated technology and tokenization to protect sensitive payment information and reduce the risk of fraud and data theft.
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Does Clever Division Sales support international transactions?
Yes, it supports multi-currency transactions, enabling businesses with a global customer base to accept payments in various currencies preferred by their international clients.
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Can I choose or change my credit card processor with Clever Division Sales?
Absolutely, Clever Division Sales offers the flexibility to select or switch your credit card processor without disrupting your sales process, catering to your business’s changing needs.