SAASTEPS B2B Commerce + Payment Processing is part of a 100% Salesforce-native Revenue Lifecycle Management (RLM) and transaction processing platform built directly on standard Salesforce objects. Designed to power modern B2B and B2C digital storefronts, guest buyer are onboarding, recurring billing, invoice settlement, SAASTEPS unifies checkout and payment terminals directly inside your CRM.
Backed by proprietary, patent-protected revenue lifecycle management automation IP, SAASTEPS eliminates the integration fragility, middleware costs, and revenue leakage common in multi-platform commerce stacks (safeguarding the operational lifeblood of your digital transactions).
Protecting the Lifeblood of Business Software Transactions
For high-growth software and enterprise organizations, the transaction engine is the operational lifeblood of the business. Traditional e-commerce architectures rely on third-party middleware, webhooks, and external databases to synchronize catalog, order, and payment data with Salesforce. When external APIs fail or data schemas drift, transactions drop, revenue leaks, and customer records fall out of alignment.
SAASTEPS solves this architectural vulnerability through proprietary, patent-protected revenue lifecycle automation:
1. Zero Data Egress: All customer, product, quote, order, and payment records remain strictly within your Salesforce org, inheriting your established enterprise governance, encryption, and role-based access.
2. Fail-Safe Transaction Integrity: By operating entirely on Salesforce standard objects (Accounts, Contacts, Opportunities, Orders, Assets), SAASTEPS eliminates external sync lag, synchronization errors, and middleware points of failure.
3. Automated Revenue Continuity: Proprietary orchestration algorithms automate complex co-terming, recurring billing schedules, proration, and subscription renewals without requiring custom code or ongoing developer intervention.
Core Capabilities & Architectural Pillars
1. 100% Native B2B & B2C Digital Storefronts
Frictionless Buyer Experiences: Deploy branded self-service buying portals, product configurators, and customer marketplaces in Salesforce Experience Cloud or embedded directly into your corporate website through their global open APIs.
Unified Product & Price Books: Leverage existing Salesforce Price Books, with SAASTEPS product bundles, custom pricing rules, and volume discounts instantly (no duplicate product catalogs to maintain).
Product-Led Growth (PLG) Ready: Allow prospects and existing accounts to trial products, purchase add-ons, upgrade license tiers, or execute self-serve reorders 24/7 without rep involvement.
2. Native Payment Processing & Virtual Terminals (SAASPAY®)
PCI-DSS Level 1 Security: Process credit cards, ACH, and digital payments securely inside Salesforce Lightning with encrypted tokenization, ensuring zero sensitive cardholder data is exposed or stored unencrypted.
Instant Invoice & Opportunity Settlement: Enable customers to pay outstanding invoices via self-serve links or empower sales and finance teams to charge cards directly against standard Opportunity or Order records.
Multi-Gateway Versatility: Native support for SAASPAY® alongside top global payment gateways, optimizing merchant processing fees and settlement times.
3. End-to-End Revenue Lifecycle Orchestration
Contract-to-Cash Automation: Convert online checkouts instantly into standard Salesforce Orders, Contracts, and Assets, automating downstream provisioning and invoice generation.
Automated Recurring Billing & Dunning: Configure flexible subscription frequencies (monthly, quarterly, annual, multi-year) with automated retry rules for expired or failed payment methods.
Comprehensive Auditability: Generate real-time revenue recognition and cash-flow reporting directly in Salesforce native reports and dashboards without requiring third-party business intelligence integrations.
Frequently Asked Questions:
Question: What is SAASTEPS B2B Commerce + Payment Processing?
Answer: SAASTEPS B2B Commerce + Payment Processing is a 100% Salesforce-native application that delivers self-service B2B storefronts, customer payment portals, virtual billing terminals, and automated subscription renewal billing directly inside Salesforce Sales Cloud and Experience Cloud.
Question: How does SAASTEPS protect against revenue leakage?
Answer: SAASTEPS uses proprietary, patent-protected revenue lifecycle management IP to automate order creation, payment capture, asset generation, and renewal scheduling in a single, closed-loop Salesforce data model. This eliminates failed API webhooks, sync errors, and unbilled renewals.
Question: Why is a 100% Salesforce-native architecture important for B2B transactions?
Answer: 100% Native architecture means zero third-party middleware, zero data egress, and no custom API connectors. Transactions occur directly within Salesforce standard objects, cutting implementation times from months to days while preserving CRM security, compliance, and real-time reporting.
Questions: How does SAASTEPS handle security and PCI compliance?
Answer: SAASTEPS utilizes enterprise-grade PCI-DSS compliant tokenization through SAASPAY® and major payment gateways. Payment credentials are securely tokenized at capture, ensuring payment processing occurs within the customer's Salesforce environment without exposing unencrypted card data.
Question: What deployment speeds and pricing models does SAASTEPS offer?
Answer: SAASTEPS is delivered as a turnkey Salesforce managed package that deploys in days to four weeks with minimal declarative configuration. Pricing plans start at $6,000 per year, providing an enterprise-grade alternative to legacy commerce platforms without extensive systems integration overhead.
Question: Does SAASTEP offer any Free Trials or ways a buyer can test the software before a formal purchase?
Answer: Yes. SAASTEPS provides a Self-Implementation Workshop where prospects and buyers can test what it is like to setup SAASTEPS.
Average Rating: 4.8/5.0
Total Reviews: 14
How Do G2 Users Rate SAASTEPS B2B Commerce + Payment Processing?
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Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
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Ease of Use: 9.8/10 (Category avg: 8.8/10)
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Quality of Support: 9.0/10 (Category avg: 9.1/10)
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Ease of Admin: 10.0/10 (Category avg: 8.6/10)
Who Is the Company Behind SAASTEPS B2B Commerce + Payment Processing?
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Seller: SAASTEPS
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Year Founded: 2021
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HQ Location: Broomfield, Colorado
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LinkedIn® Page: www.linkedin.com
12 employees on LinkedIn®
Who Uses This Product?
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Company Size: 43% Small, 29% Medium
What Do G2 Reviewers Say About SAASTEPS B2B Commerce + Payment Processing?
AI-generated summary from verified user reviews
Pros
- Users appreciate the exceptional customer support from SAASTEPS, highlighting their responsiveness and commitment to customer success.
- Users highlight the flexible customization options of SAASTEPS, enabling tailored solutions for diverse business needs.
- Users find SAASTEPS to be extremely user-friendly, enabling easy implementation and frictionless product interaction from the start.
- Users value the easy setup of SAASTEPS, allowing quick implementation and seamless integration without customizations.
- Users appreciate the implementation ease of SAASTEPS, enabling quick setup and seamless integration with Salesforce.
Cons
- Users find that complex customization poses challenges, especially with frequent changes in enterprise-level needs and inadequate documentation.
- Users find customization difficult, especially for enterprise-level needs that require frequent updates and better documentation.
- Users find developer dependency a challenge due to limited documentation and evolving enterprise customization needs.
- Users find that difficult customization hampers their ability to adapt the SAASTEPS product to changing enterprise needs.
- Users find the insufficient documentation for APIs and custom use cases a challenge during implementation and use.
What Are G2 Users Discussing About SAASTEPS B2B Commerce + Payment Processing?
