Reconciliation with CRM payment data
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...
The Three Pillars Of Inbound Payment Data
If you haven’t already, check out the blog post from FinDock CTO Aard-Jan van Kesteren about the value of payment data and how it can be harvested. Your CRM is only as good as your data. Yet amazingly, there is a source of high quality, structured, readily available,...
10 Tips for Selecting a Fundraising Payment Solution
Finding the right payment solution to support your fundraising organisation can be a daunting task. With these tips, I aim to help you identify the most important criteria for your organisation that you can include, for example, in a Request for Proposal. Tip 1:...
Looking Back at a Successful Partner Enablement Training
We are happy to report a successfully completed November ‘19 FinDock Consultants Training. This time Salesforce consulting partners from around Europe joined us in Leeuwarden for intense learning and serious playing. Our partner training is a combination of knowledge...
