FinDock Payments Management
Connect the world of payments to Salesforce. With FinDock, payment data becomes CRM data, unified and actionable from the heart of the Salesforce Customer 360 Platform.
Accept online and bank payments through any channel
Online payments
FinDock simplifies online payment collection by enabling you to process payments initiated on any channel with our powerful Payment API and integrations. Choose to offer one-time and/or recurring payments via a wide range of payment methods and design personalized customer payment experiences in Salesforce.
Phone/banking/direct mail
Leverage FinDock to manage all offline payment methods including direct debit, payment slips, and bank transfers. No matter what way your customers decide to pay, you have full control in Salesforce and access to payment analytics and insights. Now, you can manage all your payments in one place.
Future proof your payments strategy
Add your preferred processors and methods
We understand the changing nature of payments and the need to continuously adapt. With the FinDock Payments Dock, it’s easy to add new payment providers and payment methods directly in Salesforce. Track results from different providers and methods and understand which methods work best on your different channels.
Turn payment data into CRM data
Act smarter with payment insights
See the full view of payments across your organization. Add payment data to Salesforce reports and dashboards or connect your favourite analytics tool.
Make better decisions on what payment methods to offer through which payment processors, and to which type of customers.
Personalize customer payment touch-points
With payment data in your CRM, you are empowered with the data and tools to build integrated payment experiences across the customer lifecycle.
Leverage the full power of your CRM with a true customer 360 that includes payment data. Experiences can be automated using Salesforce tools such as Pardot and Marketing Cloud.
Gain control and boost efficiencies
Increase efficiencies and lower error rates through powerful automations and validation. Drive effectiveness through logic-driven processes and centralised payment operations. Regain control over the entire payment management process.
Gain control and boost efficiencies
Increase efficiencies and lower error rates through powerful automations and validation. Drive effectiveness through logic-driven processes and centralised payment operations. Regain control over the entire payment management process.
Reconcile payment data and CRM data from any channel
Bank files
Reconcile large volume bank files against CRM data to give you a single source of truth in CRM. FinDock supports multiple regional bank file formats – full details can be found on our Factsheet.
Online payments
Access real-time updates from payment service providers directly in Salesforce. Know when a payment is initiated, failed or completed, and take action using Salesforce engagement tools.
Custom reconciliation
Leverage FinDock’s out-of-the-box reconciliation logic or extend existing rules with custom rules to match data, or create payment data in Salesforce.
Guided review
With full visibility over the reconciliation process you always know what’s been matched and where there’s a gap. Our Guided Review tool helps users to manually match when needed.
Learn more…
FinDock Features
Take a look at the full suite of tools and features available via FinDock in Salesforce.
FinDock and Salesforce
FinDock turns Salesforce into an end-to-end Payments Management Platform. Learn more.
FinDock for Fundraising
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