Payment data is now CRM data
Unified and enriched CRM data
By unifying and enriching your CRM data with payment data you get a complete 360 degree view of payments in CRM and a deeper understanding of customer payment preferences and history.
Personalized customer experiences
With actionable payment data in your CRM, you can deliver more intelligent experiences which increase conversion, enhance the customer experience and improve customer retention.
Improved operational efficiencies
With centralized control over the entire payment journey, you can streamline and optimize payment processes to help you increase efficiencies and reduce costs.
Manage the entire payment journey in Salesforce
With FinDock, you can capture real-time payment data at any stage, on any channel, using any payment method. Manage payment processing and reconciliation for one-time and recurring payments with your preferred combination of banks, payment service providers, and payment platforms – all in Salesforce.
Adapt to different payment providers
FinDock offers out-of-the-box integrations with multiple global and local payment service providers. Leverage the FinDock Payment API to connect any PSP to Salesforce and enjoy seamless payments management, orchestrated from your CRM.
Select your payment methods
Choose from multiple payment methods or mix methods to give your customers more choice. With FinDock, you can access real-time results from different payment methods in Salesforce, giving you the insights needed to optimize your payments stack.
End to end Payments Management in Salesforce
- Connect front-end payment capture with the FinDock Payment API
- Offer payment methods like Direct Debit, Credit Card and online payment methods like iDEAL, Bancontact, Sofort
- Send online payment requests or create references for payment slips
- Dock payment service providers and processors in Salesforce
- Create bank collection files
- Process and automate one-time and recurring payments.
- Manage recurring direct debit collection natively in Salesforce
- Import bank files and reconcile with CRM data
- Automatically reconcile payments through payment service providers
- Customize matching rules to align to your needs
- Manually matching where required
Learn how FinDock helps Salesforce customers maximize success in payments.
Salesforce customers choose FinDock not only because we offer end-to-end payments management on the world’s #1 CRM, but also because we support every type of organization to make payments a CRM process, enabling online and offline payment methods and supporting regional processors and methods too.
End-to-end payments management
Whether you’re a start-up, enterprise company or nonprofit organization, FinDock offers a full suite of tools and features to support end-to-end payments management. We scale with you and have built in flexibility to allow you to adapt as you grow.
Regional providers & methods
FinDock works closely with customers to ensure regional needs are met. We currently support a wide variety of country-specific payment processors and methods in Europe and are continuously expanding our regional support.
Maximize your reach and improve efficiencies by managing all payments, whether online or offline, like direct debits, payment slips and bank transfers in one system.