Salesforce — Wire Payments Process and checks

Salesforce — Wire Payments Process

Salesforce & Slack — Wire Payment Submission Process

Overview

Use this process when a client wants to pay via wire transfer and checks and needs the information to complete the transaction. This process includes the steps a sales rep needs to take to ensure the funds get applied for the client once received, and that the proper documentation is added to the client's account record so cross-functional teams can work together.

Who This Is For: All sales reps.

Required Systems: Salesforce, Slack (#dailywires channel).

Check Payments - see Types of Payments RRI Accepts

Step-by-Step Instructions

Step 1: Locate the Opportunity

Locate the opportunity the client is trying to send a wire payment for and open it.

Step 2: Confirm the Correct Product Is Added

Make sure the correct product is added to the opportunity and ready for the client to pay toward.

If it hasn't been added, click the green Update button on the opportunity to add the product(s) the client wishes to purchase.

Step 3: Start an Email to the Client

From the opportunity, click the dropdown next to the envelope icon, then select Email Customer.

Step 4: Open the Template Menu

In the Email Customer window, locate the action buttons at the bottom and click the third icon from the left.

Step 5: Insert a Template

Click Insert a Template.

Step 6: Select the Correct Template Folder

In the Insert Email Template window: (1) select the origin of the templates — All Classic Templates or All Lightning Templates, then (2) select your department to locate department-specific templates.

Most sales reps will find a Bank Wiring Instructions template in the options.

If you cannot locate one in your sales folder, also see Wire Information for more information.

Step 7: Review and Complete the Email

Once you've selected the template, make sure all the information is filled in correctly.

Checklist:

• To field is filled in with the client's email address
• Subject line is accurate
• Body of the email is complete

The opportunity number (Op #) is used as the reference for this payment.

Important: Remember to advise the client that they are responsible for the wire payment sender's fee, in addition to the amount owed.

Refer to: Wire Payment Fee

Once you've reviewed the information, click Send in the bottom-right corner.

Step 8: Log the Call

Log a call on the account noting what just happened. Example: "Client sending wire for Op-000XXXXXXX for $6,195."

Sales Rep Required Follow-Up Actions

Step 9: Confirm Receipt from the Client

As part of this process, the client must text or email you a copy of the receipt to verify the wire payment has been initiated.

Step 10: Post in the Daily Wires Slack Channel

Once the client provides the receipt, open Slack and go to the #dailywires channel. Post a message in this format:

Incoming wire for (client name) for (Op #) in the amount of (balance client is paying)

Include a screenshot/photo of the receipt from the client.

Once your accounting team receives the payment, they will acknowledge your post with an emoji.

Important Notes

• An opportunity is not closed won until money is received and applied.
• Docusign (if applicable) is not sent until the opportunity is closed won.
• No deliverables will appear linked to the opportunity until it is closed won.

Quick Tips for Success

• Confirm the product before sending instructions. Make sure the correct product is on the opportunity before sending wiring instructions to the client.
• Always mention the sender's fee. The client is responsible for it, in addition to their amount owed.
• Post in #dailywires with the receipt. This step is required for accounting to locate and apply the funds.
• You cannot initiate the Stage “closed won” manually. The opportunity stays open until funds are received and applied.

For questions or technical support, please submit a ticket through Zendesk and select Business Operations.