Simplify premium collection and cut admin work.

Automate billing, manage complex rates, and improve payment reliability.

Automate recurring gifts, reduce churn, and strengthen donor loyalty.

Streamline membership payment process and provide a seamless experience for members.

Streamline tuition payments, lower late fees, and focus on students.

Automate rent collection, handle disputes and arrears, manage deposits.

Online Payments >

Process online payments via PayLinks, Giving Pages and Payment API.

Recurring Payments >

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Agent Payments >

Collect secure payments over the phone or mail using a Virtual Terminal.

Outbound Payments >

Pay vendors faster with tracked outbound payments.

Recover failed payments automatically in Salesforce.

Bank Payments >

Import and reconcile bank payments in Salesforce.

Payment Service Provider Payments >

See all your PSP payment data in Salesforce.

Non-FinDock Processed Payments >

Reconcile all payments in one Salesforce view.

Nonprofit Solutions

Giving Pages

Gift Aid

 

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Agentforce

FinDock Factsheet

 

 

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Coastal and FinDock partner to revolutionize payments on Salesforce across the U.S.

June 13, 2024
FinDock, a leading Salesforce native payment solution renowned for streamlining end-to-end payment management, is thrilled to announce a new partnership with Coastal, the #1 Ranked Salesforce Consultancy. This collaboration enhances our service offerings and reinforces our commitment to delivering transformative payment solutions across the U.S. market.

Since its inception in 2012, Coastal has achieved remarkable success, completing nearly 7,000 projects and earning over 2,400 certifications. Known for their slogan, “Never met a Salesforce Cloud we didn’t like,” Coastal brings deep industry expertise, including the Nonprofit and Education sectors, with a dedicated team led by Kathy Brown. Notable clients include Vibrant Emotional Health (988 National Suicide Prevention Hotline), United Cerebral Palsy, and Columbia University.

This strategic alliance positions Coastal as a key implementation partner for FinDock, supporting FinDock’s efforts to enhance its presence in the U.S. market.

“Partnering with FinDock aligns with our mission to embed technology smartly into our client’s business DNA, delivering solutions that are not only loved by users but also drive significant business outcomes”

– Kathy Brown, Managing Director Nonprofit and Education at Coastal

Coastal’s approach, dubbed ‘The Coastal Way,’ focuses on forming meaningful relationships, delivering impactful work, and serving as a trusted innovation partner. This philosophy has resulted in a 5/5 Customer Satisfaction Rating on Salesforce AppExchange and a strong reputation across North America.

Through this partnership, Coastal will leverage FinDock’s capabilities to enrich CRM data with comprehensive transaction details, providing a complete 360-degree view of customer payments.

“We are delighted to partner with Coastal, whose extensive expertise and commitment to excellence complement our technology beautifully. Through this partnership, we aim to empower more organizations across the US and Canada to optimize their payment processes using our advanced Payments on Salesforce solution.”

– Jessica Hood, Director, Nonprofit AMER

About FinDock

FinDock is a leading Salesforce native payment solution that streamlines end-to-end payment management, supporting a wide range of payment methods and providers, both online and offline. By adding payment data to the Salesforce CRM, FinDock completes the Customer 360 profile and therefore enables personalized payment experiences and operational efficiencies, making it a valuable tool for organizations looking to optimize their payment processes and enhance user experience.

About Coastal

Coastal is the #1 rated Salesforce Consultancy with DNA 100% focused on customer success. Our North American-based experts use the latest tech (think AI, Data Cloud), deep industry knowledge, and a committed approach to deliver impact. From digital strategy to platform evolution, we’re the Salesforce consultancy companies love working with.

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