Titan’s Take on Digital Transaction Management for Salesforce
Media-savvy content creator, with a curiosity for all Salesforce experiences.
Today, we focus on discussing Digital Transaction Management (DTM) topics in Salesforce. Are you ready to get rid of manual processes that contain mountains of paperwork?
Keep reading our article to find out how you can get more hours in the day with automation software to speed up digital transaction tasks. Let’s get your time back!
Instant Payments with Digital Transactions
To start, it’s important to understand what digital transactions are. Essentially, they are financial and non-financial business deals. The main point that makes them stand out against manual transactions are that digital transactions take place electronically.
Digital transactions have changed how businesses operate in the modern world. They allow your organization to sell products and services without interacting with customers face-to-face. Since all digital transactions are performed electronically, your business eliminates large volumes of paperwork associated with selling tasks.
Here are a few reasons why digital transactions have become the standard way of working in the business world.
Adopting digital transaction processes reduces sales costs. For instance, think of the original transaction process. You would first need paper for quoting, invoicing, and receipting tasks. You would also need hardware to print, scan, and copy these documents for customers. In some cases, you might also have to pay for shipping products to customers. By upgrading your transactions to digital ones, you get cost-effective solutions that are convenient for business operations and customers.
The next advantage worth mentioning is that you get to increase the quality of your financial records. The usual transaction processes were carried out by employees from end to end. However, when we have to perform manual and repetitive tasks, like data entry, there is definitely room for errors. Data errors are normal, though, as sometimes we have to perform tasks quickly or split our focus among various duties to get through the workday. With digital transaction management, your employees can spend their time on other creative or innovative tasks and let automation complete the manual processes accurately and fast.
Start with a Digital Transaction Management Platform
Digital transaction management sounds great! If you want to upgrade your transactions, you will need reliable software that gets the job done for your essential selling processes.
We suggest that you try our software! Titan is a no-code platform for Salesforce. With Titan, you can create custom documents, forms, and apps with applications that integrate seamlessly with Salesforce data across your projects. You can also use our apps to streamline any process you can imagine to connect your teams to customers and partners.
And to take your digital transaction management practices to the next level, we give you digital and e-signature apps for Salesforce. Add them to your contracts, proposals, or any document you need with no code! Then, you can simply generate these ready-to-sign files directly from Salesforce with our automation tools and security features at your side.
Great Digital Transaction Management Software for Payment Integrations
Titan’s software is #1 on the Salesforce AppExchange marketplace, so you can trust it to give you stunning landing pages that showcase your products and services. We can also help you build payment portals to further streamline your digital transaction management processes.
If a PayPal and Salesforce integration is the one you seek, we can help you connect these two systems to transform your payment strategies. PayPal is one of the most popular and trusted payment solutions for online transactions. Connect it to your portal and Salesforce with Titan.
If PayPal is not your payment solution of choice, we can help you connect with your favorite. We link to hundreds of popular tools and apps, like Stripe. You can use Titan to connect your Stripe and Salesforce integration to automate your digital transaction management processes.
DTM Consulting with Salesforce for Help
If you prefer to stay within the Salesforce ecosystem but still need a digital transaction management solution, then you could try Salesforce Financial Services Cloud. It’s a platform dedicated to financial services in the banking, wealth management, and insurance industries.
Although, if you choose Salesforce Financial Services Cloud, you need to keep in mind that it is a low-code and not a no-code platform. This means that Salesforce Financial Services Cloud will give you options to build apps and solutions for digital transactions, but you will also need to understand how to program your projects manually.
Low-code platforms will need some coding experience, so make sure you have a developer in your business to assist with your digital transaction projects if you sign up for Salesforce Financial Services Cloud.
DocuSign for Digital Transaction Management
Other than Titan or Salesforce, there are other apps that can be acquired for digital transaction management on the market. DocuSign is one of these apps that works with your Salesforce platform to close deals faster.
The biggest advantage of choosing DocuSign is that you can use its e-signatures in documents when you send them out for approval.
However, according to online reviews on the Salesforce AppExchange marketplace, customers have mentioned that they cannot download and install DocuSign as it throws errors. This is not a great start to your digital transaction management journey with Salesforce 
.
Don’t worry. You can get Salesforce e-signatures with Titan. Your sales teams can add signing functionality with no code and deliver customer agreements in minutes. We would like to mention that everything is also tracked from Salesforce using our no-code e-signature solution.
Adobe Sign for Digital Transaction Management
And since they are super famous, we have to mention Adobe Sign. The app is easily found on the AppExchange marketplace and can be integrated directly into Salesforce. Adobe Sign and Salesforce automate your digital workflows and can be used to create documents that are distributed electronically for signing.
Since we checked DocuSign, it’s only fair to look at the online reviews for Adobe Sign. According to their customers, if you are looking for support on how to implement Adobe Sign effectively, you might never receive it 
Just to remind you, Titan has digital and e-signatures that can be added to any business process you need. Check us out. We also have a dedicated Professional Services offering to efficiently implement your organization’s goals whenever you need them. Contact our expert support team to speed up time to market, deliver projects at scale, and arrive at flexible solutions.
Frequently Asked Questions from Regular Titan Readers
What is digital transaction management?
It’s the process of managing all the tasks you would perform for digital transactions.
How does DTM differ from traditional document management?
As DTM is electronic in nature, you can perform payments online through portals and websites. Everything is saved online in your company’s system. Traditional transactions, on the other hand, have to take place at an actual store. Receipts and invoices will also need to be printed out and saved in files.
How secure is Digital Transaction Management?
The level of security will be controlled by the software you use for DTM. We recommend checking that your software has encryption algorithms to keep your digital transactions safe 24/7.
What types of transactions can be managed using DTM?
Digital transactions often have e-signatures that need to be managed. For instance, let’s use digital transaction management for real estate brokers as an imaginary use case.
With DTM software, real estate brokers will add e-signatures to contracts and email them to a customer. The customer e-signs the contract and returns it to the real estate broker. As we can see, this process eliminates the need to meet a customer physically for a signature to acknowledge a deal.
Can DTM be integrated with existing business systems?
Yes. Titan is a great example of software that integrates into your business systems and apps to streamline digital transaction processes.
Titan’s Final Thoughts About Digital Transaction Management
Thanks for reading our article on Digital Transaction Management. We learned that upgrading a business to support digital transactions with software has huge rewards. We also provided advice on many apps that are available today that give great digital transaction management software solutions, like Titan.
For more information or help managing digital transactions with Salesforce, contact us on our social media channels below. Every organization has unique digital transaction requirements for web projects. Let’s solve yours with Titan!
We hope to see you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
