About the Author: Daniel Cuervo
Recent posts published:
Recent posts published:
Best CRM Billing Software: Integrated Invoicing Solutions
Billing isn’t separate from customer relationships. It is part of the relationship. When a client receives a clear invoice and can pay easily, that experience shapes how they view [...]
CRM Invoice Management: Create and Collect in One System
Most businesses run their client relationships through one system and their invoicing through another. The CRM tracks the deal, the accounting software generates the invoice, a separate payment processor [...]
Financial CRM: Managing Client Payments and Billing
For financial services firms, managing client relationships has always been about more than just contact information. It’s about trust, accuracy, and consistency. As billing models have grown more complex, [...]
Salesforce Revenue Cloud: Complete Guide to Revenue Management
Revenue used to be fairly straightforward. You sold a product, sent an invoice, and waited to get paid. For many growing organizations today, that model no longer fits reality. [...]
Salesforce Financial Services Cloud: Function and Features
Financial services organizations deal with a different level of complexity than most industries: customer relationships are long-term, products are regulated, data is sensitive, and every interaction is tied to [...]
EBizCharge vs. Epicor Payment Exchange: Direct Comparison
If you’ve been using Epicor for a while, there’s a good chance you’ve reached the point where payments deserve a closer look. Early on, payment processing often feels secondary. [...]
Automating Recurring Payments in Epicor ERP
Recurring payments tend to start small. A maintenance agreement here. A monthly service fee there. At first, handling those payments manually feels manageable, even straightforward. Over time, though, the [...]
PCI Compliance for Epicor Payment Processing
If your team accepts credit cards through Epicor, PCI compliance isn’t something that lives only in annual checklists or audit paperwork. It shows up in how payments are taken, [...]
Why Manufacturers Switch from Epicor Payment Exchange
Epicor Payment Exchange has been part of many Epicor environments for years. For some manufacturers, it works well enough in the early stages. Payments are accepted, transactions go through, [...]
Level 3 Credit Card Processing for Epicor Users
If you run payments through Epicor in a B2B environment, you already know that processing costs aren’t a small line item. They add up quietly, especially when invoices are [...]
