Create personalized omni-channel payment experiences from Salesforce

by Laurens Wapenaar | Jul 6, 2021 | Solutions

The best and most effective way to request and collect payments from customers or donors is on their preferred channels and at a time that’s convenient to them.  But many organizations struggle to do this. It might sound simple, but there are some important things...

Collect Payments in Salesforce Experience Cloud (Part 2)

by Laurens Wapenaar | Jun 29, 2021 | Development, Solutions

Collect Payments in Salesforce Experience Cloud (Part 1)

by Laurens Wapenaar | May 14, 2021 | Development, Solutions

Implementing the Triangle of Reconciliation

by Peter van der Meij | Mar 11, 2021 | Solutions

In my previous blogs I wrote about two proposed reconciliation models – replication and relocation – and showed how they could work with credit cards and other PSP payment methods. In this blog I want to explore the different options for implementing the triangle of...

How do credit cards fit in the triangle of reconciliation?

by Peter van der Meij | Feb 19, 2021 | Solutions

In my previous blog, I wrote about how bringing payments to the CRM system impacts the application landscape with regards to the Account System (AS). I proposed two models: Relocation, where the payment data is stored in CRM which provides aggregated journal entries...

Reconciliation with CRM payment data

by Peter van der Meij | Feb 1, 2021 | Solutions

So, you have decided to bring your payments to your CRM. Either because you want to tailor the payment experience to the expectations of each customer, you want your team to make more data-driven decisions or because you want to increase operational efficiency by...