PCI compliance for Salesforce.

Simple secure telephone payments for Salesforce CRM software

salesforce

Sycurio’s payment processing technologies, integrated with Salesforce, deliver secure, PCI-compliant phone and digital payment experiences across all channels.

Our patented payment method and intuitive capture processes ensure sensitive data remains out of agents’ view and outside your network, significantly reducing PCI DSS compliance scope and information security costs while strengthening transaction security.

By processing customers’ payment card data entirely outside your organization’s environment, we enhance payment security and protect privacy.

Embedded within your Salesforce contact center, Sycurio helps improve first contact resolution, reduce call handling times, and boost customer satisfaction and brand loyalty.

Together with Salesforce, we provide a seamless, trusted payment experience for every customer and agent—fully integrated and compliant within the Salesforce platform.

 

Sycurio’s Salesforce CRM integration at a glance

  • Remove your networks, systems, Salesforce CRM, agents, remote and field-based staff from the scope of PCI DSS
  • Reduce your information security overhead and PCI compliance costs by blocking all payment card data from entering your systems, networks and remote workers’ home environments
  • With your PCI Attestation of Compliance (AoC) certificate supplied by Sycurio, you can move all your protected payments to self-assessed PCI SAQ-A level
  • Use with Sycurio’s digital payment links for AI voicebots and chatbots, email, SMS, agent messaging and chat apps, IVRs, live engagement, and a wide range of other innovative digital interaction use cases
  • Allow customers to easily make payments using their phone keypad, multi-lingual speech recognition or optional digital payment links
  • Empower your agents to take payments with Sycurio’s intuitive payment pages embedded within your existing Salesforce workflows
  • Dramatically reduce payment card submission errors with card data automatically validated before being sent to the payment service provider (PSP)
  • Automatically update customer records after each payment
  • Exclude payment card data from all call-recordings, your network and contact center systems, removing them from PCI DSS scope
  • Block all payment card data from the agents, systems and call-recordings thanks to Sycurio’s patented payment method and DTMF masking technology
  • Use with your existing payment gateways, finance systems and PSPs
  • Deliver great CX with improvements in first contact resolution (FCR) and reductions in average handling times (AHT)

Sycurio and Salesforce in 30 seconds

Powerful solutions in any channel

Talk to a Sycurio integrations specialist.

Speak to an expert