FinDock enables users to track and manage payments made via traditional fundraising activities, like direct mail, bank transfer, TV, and door-to-door inside the Salesforce CRM. With it, users can measure the success of their campaigns in one place and gain a holistic view of donor preferences and giving history, in order to engage with donors in a more relevant and meaningful way.

Understand the donor’s payment preferences

With payment data accessible across Salesforce users can gain insights into how donors give, which methods work best on which channel, and how campaigns are stacking up against each other. FinDock can be used to enrich Salesforce reports and dashboards to get a clear view on giving trends and campaign outcomes.

Deliver more personalized donor experiences

Every donor wants to feel valued, but when payment data sits outside of the CRM, truly personalizing the donor experience becomes challenging. So FinDock makes donor payment history and preferences accessible and actionable in the Salesforce profile and because it's 100% native, all of Salesforce’s engagement tools can be leveraged alongside it to deliver more relevant and meaningful engagements.

FinDock Features & Advantages

FinDock offers a suite of Salesforce native tools and features to support end-to-end payments management.

One-time payments - Offer customers multiple ways to make one-time payments on any channel, online or offline. Connect payments to banks, payment services providers and reconcile data in Salesforce.
Recurring payments and subscriptions - Set-up, manage and automate subscription payments in Salesforce with FinDock’s out-of-the-box functionality or via integration partners.
Manage payment providers - Adding new payment service providers in Salesforce can be done with FinDock. FinDock integrates with both global and local payment service providers, to provide the flexibility to test and adapt.
Connect front-end payment data capture - FinDock’s 3rd party integrations can be used, FinDock Giving Pages, or the FinDock Payment API also, to connect the front-end payment experience.
Optimize payment processors & methods - Configure payment processors and payment methods from Salesforce. So the payment stack can be adapted as the organization grows.
Unify payment & customer data in Salesforce - FinDock turns payment data into CRM data, actionable across all Salesforce solutions in real-time.
Drive enhanced customer experiences - Automate payment journeys using Salesforce, so the user can deliver an integrated experience for every customer.

FinDock

What is FinDock?

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