5 Ways to Use Salesforce Text Message for Managing Payments and Invoices

 Driving payments from customers on time is one of the most challenging aspects that lingers on with employees and business firms. Due to busy lives and hectic schedules, people often forget to pay bills on time, renew subscriptions and membership, and much more. This causes inconvenience to customers as either their services are suspended, or they have to bear additional late payment charges. On the flip side, it causes inconvenience to business ventures as the end of subscriptions and services leads to a loss of revenue. So, to avoid all such hassles, business ventures can count on Salesforce text messages for managing payments & invoices and add convenience to users.

Ways to Use Salesforce Text Message for Managing Payments

Send Price Quotes at Scale

Prospects and customers' incoming inquiries consist of various concerns. It can be to know more about a product, to learn using a specific feature, or it can be a request for a price quote. Price quotes are an estimated amount based on the customer requirement that one needs to pay for a project. 

Calling every individual to share price quotes might eat up a lot of the agent's time. Instead, business ventures can use text messaging on Salesforce to share quotes with hundreds of prospects at once. 

They can segment prospects based on their inquiry and send quotes using an attachment through SMS and MMS.

Invoices

Once a customer has purchased a product or service, business firms need to send invoices for accurate and timely payments. This is where again employees can use Salesforce text messages to send invoices conveniently. 

They can send invoice attachments using MMS. This helps employees send invoices at scale without any delay and collect payments faster.

Payment Reminders

Using text messaging on Salesforce, you can help your customers make payments timely without a miss. With the help of automated SMS, you can send payment reminders a few days before the due date or end of subscription or renewals. 

This way, you can keep your customers posted and attract payments timely.

On-brand Payment URLs

Another way to use Salesforce text messages for managing payments is to send shortened on-brand payment links.

By sending payment URLs to your customers, you can make it convenient for them by reducing navigation. More importantly, you can instill trust in customers to make payments confidently by using on-brand URLs. 

Also, this will help to improve brand recall as customers can easily recognize your brand by looking at branded URLs.

Payment Confirmation Text

Customers are always concerned whether they have successfully made the payment or not. So, with the help of Salesforce text messages, you can automate confirmation texts once payment is made. This will help customers stay updated with the payment status.

Conclusion

Salesforce text messages provide the most convenient way to get around with payment challenges. Users can effortlessly communicate with audiences at scale and cut back on call interactions. This helps users accelerate the payment process and attract payments accurately and conveniently without much effort. 

So, you can look for a texting solution that allows you to send shortened payment URLs and customize them as per your brand. For example, 360 SMS also supports link tracking to send shortened URLs, and you can send custom on-brand URLs too.