This is a step by step tutorial on how to set up your form so that it integrates with PayPal’s payment processing service.
The PayPal connector is only available on the Professional Plan so you might want to consider upgrading your account or registering if necessary (Note: you can request a free upgrade for the duration of the beta-test.)
For more information on the PayPal connector, please refer to the feature announcement post.
Is this service right for you?
There are no definite restrictions on what the form may contain or what you may sell with it, but this service is better suited for simple situations, where:
You have a limited number of items to sell.
Items have a fixed price and a fixed or variable quantity.
Shipping & handling fees and taxes are applied to the total price.
Here are a few examples:
Selling intangible goods such as music (mp3), software, e-books, …
Charging a membership or an admission fee.
Charging a flat fee for consulting services.
Accepting donations.
Selling physical goods, to the extent that inventory is not an issue.
If you are not sure if this service is adapted to your particular needs, feel free to contact the support.
Getting Started
The first step is to design your web form with the Form Builder. You will probably include a description of what you are selling, ask some information about the buyer (but you can leave the shipping address out because PayPal can handle it for you) and maybe let the buyer specify the quantity (s)he wishes to purchase.
You will find some templates in the Form Library, under the “Order Forms” section.
Once you have saved your form, you will be taken to the “Form Display & Processing Properties” page. The option that interests us today is in section 3, “Connector Setup”. Check the “PayPal” option, set the other options on this page as desired and save. You will be taken to the “PayPal Connector” setup page.
PayPal Account Information
Enter here the email address associated to your PayPal account. If you don’t have a PayPal account yet, you should create one now (PayPal accounts are free).
If you have a PayPal Personal account, you should consider upgrading to a Premier or Business account. This allows you to accept credit card payments.
What You Are Selling
This is where you can specify the list of items that you are selling with your web form. This information will be exported to PayPal and displayed in the buyer’s shopping cart.
The quantity is the only information here that can be provided by the buyer. The drop-down menu lists all the questions that are appearing in your form. Select the one that corresponds to this item’s quantity.
Use the “add another item” link if you have more than one item to sell.
Shipping Address
If you need a shipping address, you may let PayPal collect it for you. If your form is already asking for an address you should adjust the export setting so that the buyer doesn’t have to provide it twice.
Exporting the shipping address works like the item quantity setting. For each address field, select in the drop-down list the corresponding question in your web form.
Data Encryption
By default, the data transmitted to PayPal is not encrypted. This could allow a malicious customer to modify an item price or description before paying for it. This should not be a problem as long as you are checking every order before delivering the goods.
If you have a Premier or Business account, we can use a secure certificate to encrypt the data. This prevents the risk mentioned above and opens the possibility of automating the delivery process since no manual review of the order is necessary.
To create your secure certificate, follow the instructions on screen.
Please note that the actual payment occurs on PayPal’s website and is always securely encrypted. This particular setting only affects how we transmit the content of the shopping cart to PayPal.
Your “Pay Now” Page
This is the page that instructs your buyer to proceed to PayPal to finalize your payment. You can customize the text displayed on this page.
At this stage the form has been submitted and you have received the email notification. The response report on FormAssembly.com includes a payment status.
Payment Tracking
Once the buyer completes the payment, the payment status on your response report is updated:
The payment status is updated as well if a pending payment is cleared or if you issue a refund.
That’s it! We tried to keep it simple and self-explanatory but we’re sure we can still improve this feature, so any feedback, questions, or suggestions are welcomed.
viernes, 25 de diciembre de 2009
Before You Apply For A Secured Credit Card
It would be nice if you could make it through life without ever having to use a credit card. The fact is that many businesses require credit cards, even if you plan to use cash for the purchase. Hotels, car rentals, and airlines are just a few of the places that credit cards are required.
If you’ve never had credit or have a poor credit history, it might be difficult to get a regular credit card. In these situations, a secured credit card might be the only way to improve your credit standing.
Secured credit cards are viable options, but before you get one, there are some questions you should have answered.
What are the costs?
Like many regular credit cards, secured credit cards have costs. Some of the most common costs include application fees, processing fees, and annual fees. Find out the fees for the secured credit card before applying. Stay away from cards with high fees that use most of your security deposit.
Common Credit Card Fees
How much is the deposit?
Secured credit cards are “secured” with a deposit that's held in an account and used when you default on your payments. Many secured credit cards have minimum and maximum deposit limits. Some secured cards place deposits in an interest-bearing account. Find out if your deposit will earn interest and if so, how much.
In what situations is your deposit used?
Some creditors only use the deposit in cases of severe delinquency, e.g. 5-6 months past due. Others use it for a single late payment. Knowing the situations that the creditor will draw from your deposit can help you be more disciplined, especially if you’re concerned about getting your full deposit back.
Are there eligibility requirements?
Income and age restrictions might apply to some secured credit cards. Even though you’re willing to put down a deposit for a credit limit, card companies still have requirements in place. Many secured credit card lenders require borrowers to have a checking or savings account with their bank before extending secured credit.
What will your credit limit be?
Your credit limit isn’t always the exact amount as your deposit. It can be some percentage of your deposit, making your credit limit less than the deposit. Ideally, your credit limit is an amount equal to or greater than your deposit.
What is the APR?
The APR, or annual percentage rate, is the interest rate applied to balances that you carry beyond the grace period. The higher the interest rate, the higher your finance charge will be when you carry a balance.
Are timely payments reported to credit bureaus?
If you want the credit card to help establish or re-establish credit, your payments must be reported to the major credit bureaus. Secured credit cards that don’t report to bureaus won’t help your credit rating. Make sure the card isn’t reported in a way that reveals it as being a secured card to prevent bias from future lenders.
Can the card be converted to an unsecured credit card?
The best secured credit cards allow you to convert to an unsecured after a period of timely payments. Unsecured cards often have lower fees (or no fees at all), a lower interest rate, and fewer restrictions.
If you’ve never had credit or have a poor credit history, it might be difficult to get a regular credit card. In these situations, a secured credit card might be the only way to improve your credit standing.
Secured credit cards are viable options, but before you get one, there are some questions you should have answered.
What are the costs?
Like many regular credit cards, secured credit cards have costs. Some of the most common costs include application fees, processing fees, and annual fees. Find out the fees for the secured credit card before applying. Stay away from cards with high fees that use most of your security deposit.
Common Credit Card Fees
How much is the deposit?
Secured credit cards are “secured” with a deposit that's held in an account and used when you default on your payments. Many secured credit cards have minimum and maximum deposit limits. Some secured cards place deposits in an interest-bearing account. Find out if your deposit will earn interest and if so, how much.
In what situations is your deposit used?
Some creditors only use the deposit in cases of severe delinquency, e.g. 5-6 months past due. Others use it for a single late payment. Knowing the situations that the creditor will draw from your deposit can help you be more disciplined, especially if you’re concerned about getting your full deposit back.
Are there eligibility requirements?
Income and age restrictions might apply to some secured credit cards. Even though you’re willing to put down a deposit for a credit limit, card companies still have requirements in place. Many secured credit card lenders require borrowers to have a checking or savings account with their bank before extending secured credit.
What will your credit limit be?
Your credit limit isn’t always the exact amount as your deposit. It can be some percentage of your deposit, making your credit limit less than the deposit. Ideally, your credit limit is an amount equal to or greater than your deposit.
What is the APR?
The APR, or annual percentage rate, is the interest rate applied to balances that you carry beyond the grace period. The higher the interest rate, the higher your finance charge will be when you carry a balance.
Are timely payments reported to credit bureaus?
If you want the credit card to help establish or re-establish credit, your payments must be reported to the major credit bureaus. Secured credit cards that don’t report to bureaus won’t help your credit rating. Make sure the card isn’t reported in a way that reveals it as being a secured card to prevent bias from future lenders.
Can the card be converted to an unsecured credit card?
The best secured credit cards allow you to convert to an unsecured after a period of timely payments. Unsecured cards often have lower fees (or no fees at all), a lower interest rate, and fewer restrictions.
lunes, 7 de diciembre de 2009
Posicione a sus Clientes en el centro de su negocio
¿Qué es Microsoft Dynamics CRM?
Microsoft Dynamics CRM es una solución de negocio diseñada para ayudar a las empresas a crear relaciones más rentables con clientes. Microsoft Dynamics CRM permite a los empleados compartir información completa de clientes entre equipos y departamentos, automatizar procesos de ventas y servicio al cliente, permitiendo a su empresa la toma de decisiones ágiles y bien fundamentadas. Con Microsoft Outlook® o el cliente del explorador Web, Microsoft Dynamics CRM ayuda a liberar a los directores, vendedores y personal de atención al cliente de largos procesos, proporcionándoles la información que necesitan para centrarse en vender de una forma eficaz y ofrecer un servicio de calidad.
Está integrado con Office e incluye herramientas de informes.
Microsoft Dynamics CRM, imagina un lugar de trabajo conectado:
Transformará la forma en que su empresa mejora las ventas y la rentabilidad del servicio, creando un lugar de trabajo interconectado; que se extiende a los sistemas empresariales y los servicios Web. Con Microsoft Dynamics CRM usted podrá:
Conectar a los empleados con la información
Conectar sus negocios con sus clientes
Conectar los sistemas que hacen que su empresa funcione independientemente de la plataforma o el lenguaje de programación
Con Microsoft Dynamics CRM, ayude a su empresa a:
Aumentar el éxito en la venta
Ofrecer un Servicio al cliente eficaz y eficiente
Tomar decisiones bien fundamentadas y ágiles
Aumentar la productividad de sus empleados
Automatizar los procesos empresariales
Obtener un rápido rendimiento de las inversiones
Permanecer informado, actualizado y conectado en cualquier lugar, accediendo vía Outlook o vía Web
A predecir
Medida de la actividad del negocio
Medida del rendimiento del empleado
Microsoft Dynamics CRM ofrece:
Tres módulos: Ventas, Servicio al cliente y Marketing.
Dos versiones de usuarios: Small Business y Professional.
En TECTURA abarcamos todo el proceso del proyecto, consultoría, provisión del hardware y licencias necesarias, instalación, configuración, adaptaciones, formación de usuarios, soporte y mantenimiento.
Microsoft Dynamics CRM es una solución de negocio diseñada para ayudar a las empresas a crear relaciones más rentables con clientes. Microsoft Dynamics CRM permite a los empleados compartir información completa de clientes entre equipos y departamentos, automatizar procesos de ventas y servicio al cliente, permitiendo a su empresa la toma de decisiones ágiles y bien fundamentadas. Con Microsoft Outlook® o el cliente del explorador Web, Microsoft Dynamics CRM ayuda a liberar a los directores, vendedores y personal de atención al cliente de largos procesos, proporcionándoles la información que necesitan para centrarse en vender de una forma eficaz y ofrecer un servicio de calidad.
Está integrado con Office e incluye herramientas de informes.
Microsoft Dynamics CRM, imagina un lugar de trabajo conectado:
Transformará la forma en que su empresa mejora las ventas y la rentabilidad del servicio, creando un lugar de trabajo interconectado; que se extiende a los sistemas empresariales y los servicios Web. Con Microsoft Dynamics CRM usted podrá:
Conectar a los empleados con la información
Conectar sus negocios con sus clientes
Conectar los sistemas que hacen que su empresa funcione independientemente de la plataforma o el lenguaje de programación
Con Microsoft Dynamics CRM, ayude a su empresa a:
Aumentar el éxito en la venta
Ofrecer un Servicio al cliente eficaz y eficiente
Tomar decisiones bien fundamentadas y ágiles
Aumentar la productividad de sus empleados
Automatizar los procesos empresariales
Obtener un rápido rendimiento de las inversiones
Permanecer informado, actualizado y conectado en cualquier lugar, accediendo vía Outlook o vía Web
A predecir
Medida de la actividad del negocio
Medida del rendimiento del empleado
Microsoft Dynamics CRM ofrece:
Tres módulos: Ventas, Servicio al cliente y Marketing.
Dos versiones de usuarios: Small Business y Professional.
En TECTURA abarcamos todo el proceso del proyecto, consultoría, provisión del hardware y licencias necesarias, instalación, configuración, adaptaciones, formación de usuarios, soporte y mantenimiento.
Microsoft Dynamics CRM
Microsoft Dynamics CRM
La información que encontrará en esta sección le proporcionará una breve descripción de lo que representa Microsoft Dynamics CRM. Sin embargo, le recomendamos que contacte con uno de nuestros Partners Certificados,con el fin de obtener una demostración personalizada que le explique en detalle las ventajas que conlleva Microsoft Dynamics CRM como solución de gestión de relaciones con clientes, que facilita el flujo y control de información adaptándose a sus necesidades y de que forma contribuye al éxito de su negocio.
¿Por qué Microsoft Dynamics CRM?
Diseñado para pequeñas y, medianas empresas, y departamentos y divisiones de grandes organizaciones, Microsoft Dynamics CRM permite a las organizaciones aprovechar los beneficios de tecnologías innovadoras, dimensionadas a la medida de sus posibilidades.
Las relaciones con los clientes son la columna vertebral de su negocio. La complejidad del mercado actual, la cantidad de variables en juego en la comercialización de productos, en los servicios post-venta y la evolución de las actividades de su compañía, exigen utilizar herramientas que le ayuden a saber qué necesitan sus clientes.
Por ello, Microsoft Dynamics CRM es una solución empresarial perfecta ya que ha sido diseñada para dar respuesta a los tres retos fundamentales de cualquier iniciativa CRM: la adopción por parte del usuario, la adaptación al negocio y el coste total de propiedad.
Asimismo, Microsoft Dynamics CRM es una solución fácil de usar, que facilita la integración y el mantenimiento de una forma eficiente y razonable, ya que le ofrece una suite completa de marketing, ventas y servicio al cliente, todo ello con una experiencia de usuario familiar, puesto que se basa en Microsoft Office y Microsoft Office Outlook.
La información que encontrará en esta sección le proporcionará una breve descripción de lo que representa Microsoft Dynamics CRM. Sin embargo, le recomendamos que contacte con uno de nuestros Partners Certificados,con el fin de obtener una demostración personalizada que le explique en detalle las ventajas que conlleva Microsoft Dynamics CRM como solución de gestión de relaciones con clientes, que facilita el flujo y control de información adaptándose a sus necesidades y de que forma contribuye al éxito de su negocio.
¿Por qué Microsoft Dynamics CRM?
Diseñado para pequeñas y, medianas empresas, y departamentos y divisiones de grandes organizaciones, Microsoft Dynamics CRM permite a las organizaciones aprovechar los beneficios de tecnologías innovadoras, dimensionadas a la medida de sus posibilidades.
Las relaciones con los clientes son la columna vertebral de su negocio. La complejidad del mercado actual, la cantidad de variables en juego en la comercialización de productos, en los servicios post-venta y la evolución de las actividades de su compañía, exigen utilizar herramientas que le ayuden a saber qué necesitan sus clientes.
Por ello, Microsoft Dynamics CRM es una solución empresarial perfecta ya que ha sido diseñada para dar respuesta a los tres retos fundamentales de cualquier iniciativa CRM: la adopción por parte del usuario, la adaptación al negocio y el coste total de propiedad.
Asimismo, Microsoft Dynamics CRM es una solución fácil de usar, que facilita la integración y el mantenimiento de una forma eficiente y razonable, ya que le ofrece una suite completa de marketing, ventas y servicio al cliente, todo ello con una experiencia de usuario familiar, puesto que se basa en Microsoft Office y Microsoft Office Outlook.
Etiquetas:
business,
CRM,
internet,
Microsoft Dynamics
Microsoft Releases Next Generation CRM Solution for On-Premise and On-Demand Deployments
REDMOND, Wash. — Dec. 17, 2007 —The new version of Microsoft Dynamics CRM, formerly code-named “Titan,” has been completed and released to manufacturing, Microsoft Corp. announced today. The new version is offered under two product names: Microsoft Dynamics CRM 4.0 for on-premise and partner-hosted deployments and Microsoft Dynamics CRM Live for Microsoft-hosted deployment. Designed with a single unified-code base for both on-premise and on-demand deployments, Microsoft Dynamics CRM enables customers to choose the right deployment model for their specific business and IT needs, with the flexibility to change deployment models over time if their needs or preferences change.
“Microsoft Dynamics CRM is making the power of choice a reality for businesses around the world,” said Brad Wilson, general manager of Microsoft Dynamics CRM at Microsoft. “This new release further enables us to deliver on Microsoft’s software plus services strategy and provide our CRM solutions with a great user experience and exceptional business value.”
Some of the significant new benefits and capabilities of this new release include these:
• An advanced multitenant architecture that supports multiple customers per server
• Extended global capabilities including user choice of more than 25 languages and pervasive support for multiple currencies
• New business intelligence capabilities including cross-entity views and an end-user ad hoc reporting wizard
• Advanced business process automation based on Microsoft Windows Workflow Foundation
• New collaboration capabilities with Microsoft Office Communications Server 2007 including real-time presence indicators within the CRM application
The new release of Microsoft Dynamics CRM has been in extensive use over the past year by more than 600 partners around the world and more than 100 early access customers representing a broad range of on-premise, partner-hosted and Microsoft-hosted deployments.
“Microsoft Dynamics CRM 4.0 meets our needs for an enterprise-ready CRM solution,” said Dirk Karl, general manager and chief procurement officer at ING Group, a financial institution that offers banking, insurance and asset management services to clients in 50 countries. “It will allow us to easily automate innovative workflows, quickly share knowledge across our global enterprise, and develop a more productive worldwide purchasing and vendor relationship management environment.”
Availability
Microsoft Dynamics CRM 4.0 will be available worldwide in more than 25 languages. The English language pack will be available within the next seven days to new and existing partners and customers. Nine additional language packs will be available in January and the remaining language packs will be delivered at a rate of four or more each month. Existing customers with an active Software Assurance plan for Microsoft Dynamics CRM are entitled to receive the new release at no additional charge.
The new Microsoft Dynamics Live CRM service is offered only in the United States and Canada, and is currently available to a limited number of customers via the Early Access program.
About Microsoft Dynamics
Microsoft Dynamics is a line of financial, customer relationship and supply chain management solutions that helps businesses work more effectively. Delivered through a network of channel partners providing specialized services, these integrated, adaptable business management solutions work like and with familiar Microsoft software to streamline processes across an entire business.
About Microsoft
Founded in 1975, Microsoft (Nasdaq “MSFT”) is the worldwide leader in software, services and solutions that help people and businesses realize their full potential.
Note to editors: If you are interested in viewing additional information on Microsoft, please visit the Microsoft Web page at http://www.microsoft.com/presspass on Microsoft’s corporate information pages. Web links, telephone numbers and titles were correct at time of publication, but may since have changed. For additional assistance, journalists and analysts may contact Microsoft’s Rapid Response Team or other appropriate contacts listed at http://www.microsoft.com/presspass/contactpr.mspx.
“Microsoft Dynamics CRM is making the power of choice a reality for businesses around the world,” said Brad Wilson, general manager of Microsoft Dynamics CRM at Microsoft. “This new release further enables us to deliver on Microsoft’s software plus services strategy and provide our CRM solutions with a great user experience and exceptional business value.”
Some of the significant new benefits and capabilities of this new release include these:
• An advanced multitenant architecture that supports multiple customers per server
• Extended global capabilities including user choice of more than 25 languages and pervasive support for multiple currencies
• New business intelligence capabilities including cross-entity views and an end-user ad hoc reporting wizard
• Advanced business process automation based on Microsoft Windows Workflow Foundation
• New collaboration capabilities with Microsoft Office Communications Server 2007 including real-time presence indicators within the CRM application
The new release of Microsoft Dynamics CRM has been in extensive use over the past year by more than 600 partners around the world and more than 100 early access customers representing a broad range of on-premise, partner-hosted and Microsoft-hosted deployments.
“Microsoft Dynamics CRM 4.0 meets our needs for an enterprise-ready CRM solution,” said Dirk Karl, general manager and chief procurement officer at ING Group, a financial institution that offers banking, insurance and asset management services to clients in 50 countries. “It will allow us to easily automate innovative workflows, quickly share knowledge across our global enterprise, and develop a more productive worldwide purchasing and vendor relationship management environment.”
Availability
Microsoft Dynamics CRM 4.0 will be available worldwide in more than 25 languages. The English language pack will be available within the next seven days to new and existing partners and customers. Nine additional language packs will be available in January and the remaining language packs will be delivered at a rate of four or more each month. Existing customers with an active Software Assurance plan for Microsoft Dynamics CRM are entitled to receive the new release at no additional charge.
The new Microsoft Dynamics Live CRM service is offered only in the United States and Canada, and is currently available to a limited number of customers via the Early Access program.
About Microsoft Dynamics
Microsoft Dynamics is a line of financial, customer relationship and supply chain management solutions that helps businesses work more effectively. Delivered through a network of channel partners providing specialized services, these integrated, adaptable business management solutions work like and with familiar Microsoft software to streamline processes across an entire business.
About Microsoft
Founded in 1975, Microsoft (Nasdaq “MSFT”) is the worldwide leader in software, services and solutions that help people and businesses realize their full potential.
Note to editors: If you are interested in viewing additional information on Microsoft, please visit the Microsoft Web page at http://www.microsoft.com/presspass on Microsoft’s corporate information pages. Web links, telephone numbers and titles were correct at time of publication, but may since have changed. For additional assistance, journalists and analysts may contact Microsoft’s Rapid Response Team or other appropriate contacts listed at http://www.microsoft.com/presspass/contactpr.mspx.
Etiquetas:
business,
CRM,
ideas de negocios,
Microsoft Dynamics
Por cuarto año consecutivo, CESSER líder nacional en generación de cuenta nueva del canal Microsoft Dynamics
¡Y van cuatro! Por cuarto año consecutivo, CESSER Informática y Organización ha sido el Partner de Microsoft con un mayor incremento absoluto en nuevas cuentas, consolidándose así como una de las más importantes empresas dedicadas a la implantación de sistemas de alta gestión, tanto en el sector público como el privado.
CESSER, que ya contaba con la distinción "Gold" y “President Club”del gigante norteamericano, se incorpora ahora como Inner Circle al selectísimo club al que solo pertenecen el 1% de los partners mundiales de Microsoft. Por lo que estará presente este mes de agosto en el Microsoft Dynamics Inner Circle 2008 de Nueva York, para recibir el más prestigioso reconocimiento como partner de Microsoft a nivel internacional.
Con una facturación superior a los 27 Millones de € en 2007, la consolidación de CESSER como un referente en el mundo ERP ha sido espectacular, con una plantilla de casi 400 profesionales ofrece una importante gama de servicios tecnológicos a más de 1200 clientes en todo el territorio nacional.
CESSER, que ya contaba con la distinción "Gold" y “President Club”del gigante norteamericano, se incorpora ahora como Inner Circle al selectísimo club al que solo pertenecen el 1% de los partners mundiales de Microsoft. Por lo que estará presente este mes de agosto en el Microsoft Dynamics Inner Circle 2008 de Nueva York, para recibir el más prestigioso reconocimiento como partner de Microsoft a nivel internacional.
Con una facturación superior a los 27 Millones de € en 2007, la consolidación de CESSER como un referente en el mundo ERP ha sido espectacular, con una plantilla de casi 400 profesionales ofrece una importante gama de servicios tecnológicos a más de 1200 clientes en todo el territorio nacional.
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