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POS integrated in the virtual PBX: why and how?

In the Industry 4.0 paradigm, automation is no longer an option in any company’s value chain, but the red line between obsolescence and survival. In other words, any business that does not incorporate smart technology into its processes is doomed to disappear.

In areas such as telephone sales, e-commerce or the provision of remote services, among others, where the company-customer interaction is primarily carried out by telephone, this means adapting our payment systems to facilitate the secure use of the bank card over the telephone.

In other words, the integration of the POS in the virtual PBX is an unavoidable necessity. In this post we briefly explain why and how it is done.

Virtual PBX and POS, the perfect tandem

If you offer your products and services by telephone, it makes sense to enable the telephone channel for making payments; and these payments must be agile and secure, in accordance with the state of the art and the security criteria established by the credit and debit card industry.

Analog or traditional PBXs have long since given way to virtual PBXs with VoIP (Voice over Internet Protocol) technology. In parallel, POS and dataphone payments are a fully established reality. The point of confluence of both technologies offers valuable synergies that should not be overlooked.

Closing a sale in a single interaction is the ideal in any commercial process, and the main raison d’être of this integration: to allow the customer to pay immediately for the product or service they wish to purchase. This task can be fully or partially automated (depending on the specific business model) with these two tools.

POS in the PBX with PAYby CALL solution

If you do any kind of telephone sales, on whatever scale, you probably already have a virtual PBX; and you probably also use a POS system so that your customers can pay by credit card. So why not use a secure method like PAYby CALL?

Process automation thus reaches another level, minimizing human intervention (and its potential risks of error or malicious use of data) and allowing numerous transactions to be carried out at the same time, at any time of the day or night, 365 days a year. The positive impact this has on sales goes without saying.

But the strength is the increased security it provides for both the user and the company. For a minimal cost, we can be sure that the user’s data will not be stored anywhere and we are protected against possible scams or non-compliance with the requirements of the financial institution.

How is PAYby CALL integrated between a POS and a virtual PBX?

Of course, the details of the technical procedure remain to be determined. in the hands of specialistsbut what we are interested in knowing is that frictionless integration of our secure card payment applicationIn the same way that other applications enable integration with our ERP or CRM systems to optimize processes and user service.

Once properly configured, the system will be ready for full use, from receiving, sorting and redirecting incoming and outgoing calls to transferring the call to the automatic card payment system.

The gateway has several functionalities that allow it to be adapted to each specific case. We can opt for a hybrid human-machine or 100% automated system; we can set up a telephone navigation menu by keyboard (DTMF) or by voice (ASR); we can manage sales, but also pre-authorizations, returns, tax payments, recoveries and others; tokenization; different languages; etc.

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