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.

Streamline rent collection for social housing and commercial real estate on Salesforce.

Online Payments >

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

Recurring Payments >

Automate recurring payments with Salesforce at the core.

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.

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Reconcile all payments in one Salesforce view.

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Looking Back at a Successful Partner Enablement Training

Randy Wells
December 17, 2019

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 sharing and socializing. We started off with participants arriving the day before the first session for some casual get-to-know you time. We also arranged an evening of activities after the first day of training to give everyone a chance to have some fun together, biking around Leeuwarden and sampling the local stews and brews.

Over the two-day training session, we covered a lot of ground: from the layout out the payments market, to how FinDock is structured and hands-on exercising setting up, configuring and troubleshooting a FinDock implementation.

It was great watching the interaction between experienced consultants and the FinDock development team. The 2-day event proved very productive. We even came away with some new innovative ideas in donations and payments!

FinDock does CPM very well, but it is essential to have partners who know how to build a solid business logic in Salesforce that brings the most value to nonprofits, like how best to set up fundraising activities, donor relationships, etc.

We tend to work with the same consultants in several projects, so it is really important that we know them well. I think both our developers and partners benefit from building a good rapport.

This is not unlike building a 360 relationship with customers. Our partners are on the frontline line with customers, and they need to know we are there for them.

It is a high priority for us to ensure customer success with FinDock right out of the gate. With this training with the training we want to help our partners ensure each implementation is successful, and in turn generate a positive impact on customers.

At the moment, our training is primarily for new consultants. Our goal is that a Salesforce consultant can walk in on day one knowing nothing about payments, and walk out after two days with all the skills and knowledge needed to successfully setup and configure payment management with FinDock.

FinDock is in a strong growth phase with may new partners coming in, so out of necessity we will continue to focus on the essentials for consultants who haven’t worked with FinDock before.

I would like to warmly thank all our participants: Bluedesk CRM, Capgemini, Cloud Consulting Group, Economic Change, g-company, Nexell, Salesforce and Silver Softworks. We received solid scores in our follow-up training survey, with positive and constructive feedback on how to further improve our presentations and exercises for the next round.

We prioritize training partners whom our customers request that FinDock work with, but at the same time, we want to emphasize that anyone Salesforce.org partner who is interested in implementing fundraising and payment management using FinDock is welcome to attend.

We tend to work with the same consultants in several projects, so it is really important that we know them well. I think both our developers and partners benefit from building a good rapport.

This is not unlike building a 360 relationship with customers. Our partners are on the frontline line with customers, and they need to know we are there for them.

It is a high priority for us to ensure customer success with FinDock right out of the gate. With this training with the training we want to help our partners ensure each implementation is successful, and in turn generate a positive impact on customers.

At the moment, our training is primarily for new consultants. Our goal is that a Salesforce consultant can walk in on day one knowing nothing about payments, and walk out after two days with all the skills and knowledge needed to successfully setup and configure payment management with FinDock.

FinDock is in a strong growth phase with may new partners coming in, so out of necessity we will continue to focus on the essentials for consultants who haven’t worked with FinDock before.

I would like to warmly thank all our participants: Bluedesk CRM, Capgemini, Cloud Consulting Group, Economic Change, g-company, Nexell, Salesforce and Silver Softworks. We received solid scores in our follow-up training survey, with positive and constructive feedback on how to further improve our presentations and exercises for the next round.

We prioritize training partners whom our customers request that FinDock work with, but at the same time, we want to emphasize that anyone Salesforce.org partner who is interested in implementing fundraising and payment management using FinDock is welcome to attend.

Hans Brouwer

Hans Brouwer

VP Sales

Hans Brouwer is responsible for sales and partnerships at FinDock. He held international management positions at Salesforce, IBM, NetIQ and a number of startups.

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