Accelerate Order-to-Cash on Any Device, Fuel Revenue Through Your CRM. Webinar with CyberSource, Acromobile, and Salesforce.com
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This document summarizes a presentation about connecting payment systems with customer relationship management (CRM) systems. It discusses trends in digital payments, commerce, and customer engagement across devices. It presents the Salesforce Orders and Payments solutions for integrating orders, payments, and transaction processing into the Salesforce CRM platform. It also demonstrates the Acromobile payments application for enabling payment acceptance and processing through a mobile-optimized interface that integrates with Salesforce and CyberSource payment processing.
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Accelerate Order-to-Cash on Any Device, Fuel Revenue Through Your CRM. Webinar with CyberSource, Acromobile, and Salesforce.com
- 1. All Rights Reserved CyberSource ® 2014 Accelerate Order-to-Cash on Any Device Fuel Revenue Through Your CRM
- 2. Listen Only Mode Please Submit Questions Using Chat Panel Post Event All Rights Reserved CyberSource ® 2014
- 3. Forward-Looking Statements Today’s presentations may contain, in addition to historical information, forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements are based on our current assumptions, expectations and projections about future events which reflect the best judgment of management and involve a number of risks and uncertainties that could cause actual results to differ materially from those suggested by our comments today. You should review and consider the information contained in Visa, CyberSource’s parent company, filings with the SEC regarding these risks and uncertainties. CyberSource, a subsidiary of Visa Inc., disclaims any obligation to publicly update or revise any forward-looking statements or information provided during today’s presentation. All Rights Reserved CyberSource ® 2014 Disclaimer Studies, survey results, research, recommendations, and opportunity assessments are provided for informational purposes only and should not be relied upon for marketing, legal, regulatory or other advice. Recommendations and opportunities should be independently evaluated in light of your specific business needs and any applicable laws and regulations. CyberSource is not responsible for your use of any studies, survey results, research, recommendations, opportunity assessments, or other information, including errors of any kind, or any assumptions or conclusions you might draw from their use. Except where statistically significant differences are specifically noted, survey results should be considered directional only. Neither CyberSource, nor any of its employees, subsidiaries, parents, or affiliates make any warranty, express or implied, or assumes any legal liability or responsibility for the accuracy, completeness, or usefulness of any information disclosed herein.
- 4. All Rights Reserved CyberSource ® 2014 Agenda • Payment Management Trends • CRM Technology and Trends • Connected Payment Engagement System • Solution Demo from Acromobile • Q&A
- 5. Today’s Presenters All Rights Reserved CyberSource ® 2014 Paul Williamson VP, Merchant Sales and Solutions CyberSource Tony Perisin Director, Product Management Salesforce.com Jason Masciarelli Founder Acromobile
- 6. All Rights Reserved CyberSource ® 2014 Paul Williamson VP, Merchant Sales and Solutions CyberSource
- 7. In the Digital Economy… Payment Is Brand Experience and Innovation
- 8. The Digital Economy Drives… In-App Payments All Rights Reserved CyberSource ® 2014 Endless Aisle Kiosk Virtual Merchandising Face-to-Face Channels Mobile Point-of-Sale Payment Innovation Cross-channel and Embedded Commerce
- 9. Delivering Payment Solutions Enterprise Efficiency Risk Protection Customer Engagement
- 10. All Rights Reserved CyberSource ® 2014 Tony Perisin Director, Product Management Salesforce.com
- 11. A Whole New Way to Engage Customers All Rights Reserved CyberSource ® 2014 connected products by 2020 Connected 1T Connected Sensors 75B Connected Products By 2020 4.5B Aggregate Social Users Cloud Social 58% Faster Deployment 5B Smartphones by 2017 Mobile Dashboard to Our Lives
- 12. But What About the Transaction? All Rights Reserved CyberSource ® 2014 eCommerce Sales Service
- 13. Salesforce Orders Connects the Clouds Sales Cloud Service Cloud All Rights Reserved CyberSource ® 2014 Service Entitlement Asset Service Contract Order Order Product eCommerce Contract Opportunity Quote Back-end Systems Billing Financials Order Fulfillment
- 14. Salesforce Orders • Track status of new and existing orders within Salesforce • Store details of each product ordered, including quantity, unit price, and dates • Activate orders with enhanced user permissions • Automatically generate orders from opportunities or quotes using Flow • Process credits and adjustments using reduction orders or negative quantities • Streamline integrations and simplify order capture with a new composite API All Rights Reserved CyberSource ® 2014
- 15. Lead to Cash in Salesforce All Rights Reserved CyberSource ® 2014 Orders Opportunities Leads Payments
- 16. All Rights Reserved CyberSource ® 2014 Jason Masciarelli Founder Acromobile
- 17. All Rights Reserved CyberSource ® 2014 Invoices, Orders and Payments Payment Methods Vision Your Customers Customer Profile Delivering on the
- 18. Omni-channel Requires a New Architecture All Rights Reserved CyberSource ® 2014 Back-end Systems eCommerce Sites Customer Mobile Apps Contact Center Sales and Service Mobile Apps Customer Self-service Portal Retail Customer Master | Payment Tokens | Order and Transaction History | Analytics CRM + Global Payment Processing Order Fulfillment | Billing | Financials
- 19. Acromobile Payment Features • Virtual terminal • Send payment requests • Transaction history Tokenization | Tax Calculation | Authorizations | Multiple Profiles | Workflow | Analytics All Rights Reserved CyberSource ® 2014 Your Team Contact Center | Field Sales | Service | Finance Reps • Card on file • Mobile enabled for field sales and service Your Customers • Payment portal • Pay by QR code and links • Login to pay • Mobile optimized • Bill presentment • eCommerce
- 20. Acromobile Payments - Demo 1 2 3 All Rights Reserved CyberSource ® 2014 Payment Process for Your Team Customer Payment Experience Analytics: Dashboards and Reports
- 21. Ideal Business Uses and Revenue Opportunities • Cross Sell Products and Services - Extended warranties and premium support • Field Service Payments • Online Bill Presentment and Payment • B2B eCommerce • Collections Process Improvement • Sell Products with Instant Checkout All Rights Reserved CyberSource ® 2014 Omni-Channel Payments
- 22. Getting Started 1 2 3 All Rights Reserved CyberSource ® 2014 Install Acromobile Payments from AppExchange Link to Your CyberSource Account Start Transacting 4 Contact Us for Ideas on How to Extend and Customize
- 23. All Rights Reserved CyberSource ® 2014 Q&A
- 24. All Rights Reserved CyberSource ® 2014 How to Reach Us Acromobile sales@acromobile.com www.acromobile.com/payments CyberSource AcromobileforSFDC@cybersource.com www.cybersource.com
Editor's Notes
- All of these new channels, offer many new and exciting ways to engage with your clients but this also present both exciting opportunities as well as many challenges. At CyberSource we recognize that not all companies have 100’s of people or can spend millions of $$ on innovation, yet you want to meet your customers we’re they’re buying and exceed also customer expectations but not have to deal with the complexities that come with - Enabling more channels Adding devices or platforms Maintaining security of you and your customers private date at each of these touch points and throughout your network infrastructure All while integrating with back-end systems In the past, this has forced companies to work with dozens of hardware, software and middleware providers, which is why you’ve often only seen innovation at the top end of town. With that in mind CyberSource, has spent the past 20 years innovating in delivering the most robust set payment enablement solutions available today. In fact, 1 in every 4 $$ spent in online commerce is processed through a CyberSource solution here in the US. 1. Enhance customer engagement through mobile technology, by delivering seamless cross-channel experience, and friction-less checkout 2. Protect you against risk - offering protection for your payment data as well as protection against fraud 3. Improve enterprise integration capabilities with back-end systems like Salesforce.com