Karen Glazer - Glazer Kennedy Inner Circle

"I wanted to get into the accounting function of Infusion CRM. The question I get asked most is how we use it to process credit cards. We have a lot of members and they are on continuity programs. They are automatically set up –when someone signs up for a trial membership online, it automatically sets up the contact records and it sets up their continuity program that after the third month they will automatically be charged. We don't do anything. It's actually just automatically done. The cards are charged every month and it works well.

Another thing that we can do is charge people over time. We can do installment payments very simply. You can spread the payments out over how ever many months you want. People are then automatically charged. We get notification if the credit card doesn't go through.

A new feature for Infusion CRM is helping people like me deal with the credit cards that fail. You can automatically send to all the people whose credit cards declined an e-mail or we can try to charge their cards again. Actually they are automatically charged again the amount of days you pre-set into the continuity program. If after that period of time they still don't go through, you can select whose card you want to try to recharge. You don't have to do it one by one. You just check it off how ever many it is. You can send them an e-mail, you can cancel their membership, you can do anything just by click of a button. It saved us an unbelievable amount of time. It used to take us about 40 hours per month to deal with our credit cards that failed and now it takes about two. It is unbelievable the time saving."

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