Payments on Salesforce

100% Salesforce Native

The last solution you’ll ever need for payments on Salesforce.

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Make payments a customer-centric process

Unify & enrich 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.

Optimized 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.

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.

manage the payment experience in Salesforce

Finally, a comprehensive platform to manage all payment data for your organization. With FinDock, payment data becomes actionable data to drive and direct customer journeys and other processes.

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Jurgen Peters
Senior Salesforce Consultant

Turn Salesforce into a Payments Management Platform

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Accept payments

 

  • 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
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Process payments

 

  • Dock payment service providers and processors in Salesforce
  • Create bank collection files
  • Process one-time and recurring payments.
  • Manage recurring direct debit collection natively in Salesforce
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Reconcile payments

 

  • 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

Select your 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.

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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.

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.

Learn how FinDock helps Salesforce customers maximize success in payments.

Deliver personalized payment experiences

Payments are an important touch-point in building relationships with customers. Knowing how, when and through which methods your customers pay gives you the insights you need to design tailored experiences using the Salesforce Customer 360 Platform.

Why FinDock?

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.

Online/offline payments

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.

Get to know FinDock

Learn more about how FinDock works with Salesforce and our native tools, features and integrations.

Product overview