Payments on Salesforce
Benefits: ROI SnapshotPayment data is now CRM data
Access CRM data enriched with transaction 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.
Launch personalized payment 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.
Industries
We work accross all Salesforce industries including:
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.
“
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.
Jurgen Peters
Senior Salesforce Consultant
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.
Switch on/off payment methods in Salesforce
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.
Centralize Payments Operations in Salesforce
Accept payments
- Create & launch Payment Pages in Salesforce
- Access powerful Payments API
- Create and send payment requests or payment links from Salesforce
- Offer payment methods like Direct Debit, Credit Card and online payment methods like iDEAL, Bancontact, Sofort
Process payments
- Connect to payment processors and banks in Salesforce
- Create bank collection files
- Process and automate one-time and recurring payments.
- Manage direct debit collection natively in Salesforce
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
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.
