PaySec + Salesforce: Close Deals and Collect Payments Without Processing Fees
How sales-driven organizations using Salesforce are integrating PaySec to eliminate credit card processing fees on every payment collected through their CRM.
Salesforce is where revenue lives — opportunities tracked, deals closed, accounts managed. But when it comes to actually collecting the money your sales team wins, processing fees quietly siphon off 2-3% of every payment. For organizations processing millions through Salesforce-initiated billing, that's a line item worth eliminating.
PaySec integrates with Salesforce to bring Network Offset Pricing to your entire quote-to-cash workflow — so your CRM tracks 100% of the revenue your team earns.
Where Processing Fees Hide in Salesforce Operations
| Payment Touchpoint | Typical Volume | Standard Rate | Annual Cost |
|---|---|---|---|
| Invoice payments (via Salesforce Billing) | $200,000/mo | 2.7% | $64,800 |
| Quote-to-pay (CPQ) | $150,000/mo | 2.9% | $52,200 |
| Subscription renewals | $100,000/mo | 2.5% | $30,000 |
| Ad-hoc payments (sales-initiated) | $50,000/mo | 2.9% | $17,400 |
| Total | $500,000/mo | — | $164,400 |
Integration Architecture
PaySec connects to Salesforce at multiple levels:
Salesforce Billing / Revenue Cloud
- Payment links with dual pricing on invoice emails
- Customer payment portal shows ACH and card options
- Auto-posting payments against invoices in Salesforce
- Revenue recognition unaffected (full invoice amount recognized)
Salesforce CPQ (Configure-Price-Quote)
- Quotes generated with PaySec payment options
- When customer accepts and pays: NOP pricing applied
- Subscription quotes include NOP for ongoing billing
- Amendment and renewal quotes maintain consistent pricing
Sales Cloud (Core CRM)
- Payment request links from Opportunity records
- Close-won payment collection with zero fees
- Account-level payment history visible to reps
- Dashboard reporting includes payment status
Experience Cloud (Customer Portal)
- Self-service invoice payment with dual pricing
- Account balance and payment history
- Secure payment page embedded in portal
- Mobile-responsive payment experience
How Sales Teams Benefit
Commission Accuracy
When processing fees are deducted from collected revenue, some organizations adjust commission calculations. With PaySec: full collected amount = full commission basis. No fee-related disputes.
Deal Economics
For sales teams pitching on price or margin:
| Metric | Before PaySec | After PaySec |
|---|---|---|
| Deal value collected | $100,000 | $100,000 |
| After processing fees | $97,300 | $100,000 |
| True net revenue | $97,300 | $100,000 |
| Impact on deal-level P&L | -2.7% | 0% |
Faster Payment Collection
Network Offset Pricing with ACH option incentivizes faster payment:
- ACH payments typically settle faster than waiting for card settlements
- Customers motivated by lower price choose ACH more often
- Reduces DSO (Days Sales Outstanding) for many organizations
Use Cases by Industry
SaaS Companies
- Annual contract payments of $5,000-$100,000+
- Monthly subscription billing across hundreds/thousands of accounts
- Usage-based billing with variable monthly amounts
Professional Services
- Project-based invoicing tied to Salesforce opportunities
- Retainer billing managed through Salesforce CPQ
- Time & materials billing with progressive invoicing
Technology/Hardware Sales
- Large hardware/license purchases with high transaction amounts
- Maintenance contract renewals
- Implementation service payments
Financial Services
- Advisory fee collection
- Platform fees and transaction-based billing
- Account management charges
Salesforce-Specific Features
| Feature | PaySec Support |
|---|---|
| Lightning Components | Custom payment components available |
| Flows / Process Builder | Payment triggers supported |
| Reports & Dashboards | Custom report types for payment data |
| AppExchange | Listed for easy installation |
| Sandbox | Full sandbox testing support |
| Multi-Org | Per-org configuration |
| Permissions | Salesforce profile-based access control |
| Mobile App | Payment links work on Salesforce mobile |
| Einstein Analytics | Payment data available for AI insights |
ROI by Salesforce Customer Size
| Company Size | Monthly Payment Volume | Annual Savings |
|---|---|---|
| Growth (50-200 employees) | $100,000 | $32,400 |
| Mid-market (200-1000) | $400,000 | $129,600 |
| Enterprise (1000+) | $1,500,000 | $486,000 |
Technical Requirements
| Component | Specification |
|---|---|
| Salesforce Edition | Professional+ (Enterprise recommended) |
| Integration Type | Managed Package (AppExchange) |
| API | REST (Lightning Platform) |
| Authentication | OAuth 2.0 + PaySec API Key |
| PCI Compliance | SAQ-A (PaySec hosted payment fields) |
| Setup Time | 1-2 hours for standard deployment |
Getting Started
- Install PaySec from the Salesforce AppExchange
- Connect your PaySec merchant account
- Configure payment flows (invoices, quotes, ad-hoc)
- Set up customer-facing payment pages
- Train sales team on new payment link generation
- Go live — watch processing fees disappear from your P&L
PaySec + Salesforce: your CRM already tracks every dollar of revenue. Now it can help you keep every dollar too.