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...
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...
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...
by Aard-Jan van Kesteren | Nov 30, 2020 | Solutions
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,...
by Peter van der Meij | Jul 10, 2020 | Solutions
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:...
by Randy Wells | Dec 17, 2019 | Solutions
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...
