If your business or contact center accepts payments over the phone manually, it’s time to consider moving to automate it. But if you’re like many of the future customers we encounter, you probably assume it’s going to be complicated. But in reality, it’s more complicated to maintain PCI DSS compliance while manually accepting payments.
We’ve Made It Easy To Get Started.
To get past that perception of complexity, we’ve made the process easy, involving just four simple steps to get started with secure automated payments by phone and text.
Connect Your Data
The first thing we need is your customer data. Typically this can be limited to customer name, address, account number, payment due date, and amount. You may want additional options indicated, such as if partial payments are allowed, or multiple accounts for individuals. The most common method used to get us the information is through a CSV file transferred securely through SFTP. We can reconcile the data once a day or several times a day. Some customers prefer integrating their data through an API. Such integration isn’t difficult, but the specifics will take longer to deploy than a CSV file transfer. This API method of integration is typical with e-billing platforms with hundreds of customers and thousands of bill payers.
The last bit is to get set up with your payment gateway or processor. With 17 integrations already set up, all we’ll probably need is your merchant ID. Here’s the full list of integrated payment gateways and processors: Authorize.net, Bluefin PayConex, CardConnect, Chase, IntelliPay, Cybersource, Elavon Convergepay, Elavon Instamed, Forte, PayPal Payflow, PayRazr, Payroc IBX, Payroc iTransact, PayTrace, TrustCommerce, USAePay, WorldPay / Vantiv.
Set Up Your Payment Number
This step is typically where future customers imagine some complexity, integration with their phone system. But if your phone system can transfer calls, that’s all we need! So this step is nothing more complicated than picking a phone number for your payments line. And since we’re a RespOrg, we can obtain and provision as many as you need in any area code or as toll-free numbers.
For e-billing platforms with hundreds of customers, it’s no problem for us to provision all the numbers your customers need. Many of our customers are billing platforms, and we can get your customers up and running with automated phone payments in just a couple of days.
Announce The New Service
As we like to say, “It’s all fun and games until no one makes a payment by phone.” That’s why we keep working with you after everything is up and running. We have a list of best practices, in several industries, for successfully driving awareness and adoption of your new automated pay by phone service. We can even help you create and distribute the marketing assets you’ll need to inform your customers.
It’s not hard to drive adoption in today’s post-COVID world, people are exploring touchless payment options, and nothing is more touchless than paying with your own phone. Check out our blog post on driving awareness and adoption for additional information.
Enjoy Your New Customer Experience
Today’s customers expect to have options. Automated payments by phone is an excellent new option that elevates the customer experience. Your employees will spend less time facilitating payments manually and more time on customer questions and issues. But more importantly, you can now accept payments from your customers 24 hours a day, seven days a week, 365 days a year.
And for e-billing platforms, it’s a new channel to get more bill payers paying through your platform. In some cases, with utilities servicing a large rural customer-base, payments by phone account for nearly 50% of all payments. And of course, with automated payments by phone and text, you’ve just eliminated most of your PCI compliance concerns.
Contact us to learn more about how easy it is to get up and running with automated and secure phone and text payments.