Enhance Your Payments with XTRM’s Salesforce Integration
Your company can create XTRM payment records within your Salesforce and provide XTRM with the necessary credentials to access the Salesforce API. Here’s how.
The intelligent way to manage payments
Manage multi-tiered partner and customer funds
Manage funding, reports and connected accounts
Multiple sources & currencies
Provide users the choice of how to receive payment
Global compliance and tax reporting
Highly secure infrastructure
Global compliance and tax reporting
XTRM Insights and Analysis
Ensuring a smooth start to your business connections requires creating a flawless onboarding experience for your partners, clients, and staff. You can provide a customized registration page that upholds your brand and streamlines the onboarding procedure using XTRM’s Custom Beneficiary Signup URL.
At XTRM, we want to make sure that your interactions with employees, customers, and partners are smarter and as smooth and branded as possible. That’s how we know the Custom Beneficiary Signup URL feature, also known as Branded Company or Individual Registration Pages can enhance your professional image, simplify the registration process, and efficiently manage your beneficiaries.
Creating a seamless onboarding experience for your employees, customers, or partners is essential for ensuring a smooth start to your business relationships. With XTRM’s Custom Beneficiary Signup URL, you can offer a personalized registration page that reinforces your brand and simplifies the onboarding process.
Your company logo will be prominently displayed in the top right corner of the registration page. This logo is taken directly from the one you upload to your Organization profile, ensuring consistency across all your communications.
Any customer, partner, or employee who uses your custom URL to register will automatically be added to your ‘Beneficiaries’ page. This streamlined process helps you keep track of all your beneficiaries in one place, making management easier and more efficient.
XTRM’s Custom Beneficiary Signup URL feature allows you to provide a branded and seamless onboarding experience for your employees, customers, and partners. By leveraging this tool, you can enhance your professional image, simplify the registration process, and efficiently manage your beneficiaries. Get started today and experience the intelligent way to manage global payments and registrations with XTRM. More questions? Book a call with our friendly sales team.
Your company can create XTRM payment records within your Salesforce and provide XTRM with the necessary credentials to access the Salesforce API. Here’s how.
When you transfer payments to company beneficiaries, the notifications they get should be professional and consistent with your brand’s identity. Customizing these emails can improve your beneficiaries’ experiences, strengthen your brand’s presence, and guarantee that all communications are clear and successful.
We discussed how to maximize the value of incentive payments for recipients in our June 2024 webinar. The goal of this event was to discuss issues related to handling foreign incentive payments, going beyond simple transactions. Read more for the main lessons learned during the session.