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Zoho CRM Integration with Green Money Payment System

Now that we’re well into 2020, we’re all likely use to our digital way of operating. As consumers, we’re used to being constantly connected to our devices and having answers at our fingertips. We can engage with others in seconds, connect with satellites to help us find our way around, and prove that no matter where we are, we can be productive and multi-task. With all of these considerations in mind, it’s imperative to think about how this affects your business and your operations. 

Consumers are used to instant gratification – this means getting immediate answers, receiving instant confirmation, and seeing movement in real-time. Patience is something we’ve all grown short of, and given the incredible increase in digital presence over the past several years, consumers know that if a company can’t satisfy their needs, there’s another one right around the corner that can. It’s crucial to keep this in mind when thinking about your business operations and how it can cater to the digital demand.

Paying attention to what the market offerings are in your industry will help you understand what you need to offer in order to stay competitive and relevant. Additionally, you’ll want to have software that’s not only reliable but also delivers services that can set you above your competition. There are so many elements to think about when it comes to these capabilities, and your digital payment system is one of them.

How Green Money and its integration with your Zoho CRM can set you up for success

Green Money is a payment processing tool for your business. No matter the industry that your business is in, you likely need to be able to transfer funds from your customer or client to your company. Given that we’re in a world in which the consumer experience is paramount for a company’s success, you need to ensure that you’re providing an easy payment process for your customer. Having them exchange their hard-earned money for your product or service is one thing, but providing them with an easy and seamless consumer experience is another.

Green Money pays keen attention to what the marketplace is doing and what it needs. By using Green Money for your payment system, you can reap many benefits. Additionally, Green Money can be integrated with your Zoho CRM so that all information exchanged between the two platforms will be communicated and updated appropriately so that all teams within your company will be alerted to the processes that you have in place.

  • Accept payments on any portal

Whether your customer is on your site at their computer or on their phone, they can trade their financials wherever they are, adding your brand to their list of approved experiences. If your consumer experience is in-person, Green Money’s capabilities can also be served here as well. By truly integrating the payment capabilities in every model, your customers and clients can interact with your brand in their preferred way easily and safely. This financial information can also be translated back to your Zoho CRM so your appropriate finance teams can process the data accordingly. Any changes or updates that are made will also be reflected automatically so your internal teams won’t have to manually add in the new or revised information.

  • Set up recurring payments for ease

If your business is in the world of sometimes needed timed payments, Green Money can also cater to this for your customers. By setting up recurring payments, your customers won’t feel as pressured to keep an eye on timing or missing a payment due, and this way, you can also rest assured that you’re getting your due money in a timely and orderly fashion. All parties are happy, and your internal teams will also appreciate this synchronized information as it comes in through your Zoho CRM.

  • Same day approval

Finances can often come with lagging timelines or annoying delays due to the approval process, but Green Money can guarantee a same-day approval so that you won’t have to miss any of your own internal payments or due dates, and your clients and customers won’t have to worry about any lagging on their end as they keep an eye on their own finances. This also moves your internal processes faster, allowing your communication via Zoho CRM to be automated and operate more efficiently and smoothly.

  • Benefit from low credit rates

Online payments for services or goods have become an incredibly easy process now. Consumers can use their credit cards to pay for what they need, and with the ability of sites that can remember this information, it’s never been easier. This means, however, that you also have to consider what this means for monthly rates for credit cards. Luckily, Green Money can provide you with the industry’s best rate of 2.49%. While this must be approved on a case-by-case basis, you can rest assured that you won’t be allocating too much of your revenue to these fees. This will help your profit margin, and your finance teams will be alerted every time there’s a shift or a change here in your Zoho CRM.

  • Verde – the credit card alternative

With high credit cards rates, consumers are also shifting from credit cards to other forms of payment processing. Green Money works with Verde, which is a technology that can allow consumers to link their bank account directly to the payment process. Not only does this mean that the payment process moves faster and easier, but it also means that there are less fees for both parties involved. This also helps your business stay in tune with what other companies are offering for payment processing, further establishing your company as not only an innovative leader, but also a leader within your industry. This will help separate your company from the rest, and your consumers will appreciate sending their business with a company that has an ear to the ground. And your internal teams will just as much appreciate the same sentiment.

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