About the Author: Daniel Cuervo
Recent posts published:
Recent posts published:
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 [...]
Payment Processing for Industrial Equipment Manufacturers on Epicor
Industrial equipment manufacturing moves at a different pace than most businesses. Sales cycles are long, projects are often engineered to order, and payment terms are carefully negotiated because the [...]
Payment Processing for Job Shops Using Epicor Kinetic
Job shops live on speed and flexibility. Orders come in fast, requirements change quickly, and customers expect work to move without delays. That pace puts pressure on every part [...]
