FieldEdge: Payment Integration Success Story

FieldEdge is a leading provider of service management software for the home service industry. It’s solutions help small businesses efficiently do everything from organizing the back office to turbocharging productivity.

Challenge

Early on, FieldEdge worked with an incumbent processor to integrate payments to it’s software. Back then the business thought of payments as an ancillary add-on.

To fully monetize payments, the team realized it would need to be more hands-on, bring on a payments expert, and work with a processor that would complement its payment attachment goals to increase its retention rates.

Solution

Clearent by Xplor and FieldEdge worked together to identify the solutions that would add the most value to the customer base. From there, FieldEdge received hands-on support throughout the integration process that included an integrations toolkit that included a sandbox testing environment and a Slack channel with direct access to Clearent by Xplor’s integrations experts.

After the integrations, Clearent by Xplor and FieldEdge also worked together to develop a seamless lead transfer and an effective sales process utilizing Clearent’s call center.

Key Results

Partnership Type

Hybrid Partnership

Hear It First Hand From Clearent’s Partner.

Clearent by Xplor has become a seamless extension of our software. Their proven conversion strategies, tight feedback loop, and personalized support have helped us achieve higher payment attachment rates.

Cassie Field
CRO