In today’s connected world, effective communication is essential for engaging customers, donors, and members. With FinDock’s payment management and Mogli’s SMS capabilities, organizations can create efficient, personalized communication—all from within Salesforce. Since both solutions are Salesforce-native, they eliminate integration hassles and sync issues, giving you a unified 360° view of each customer or donor.
Why Choose Salesforce-Native Solutions?
Using native Salesforce tools like FinDock and Mogli allows for seamless data flow within Salesforce. No data silos, no extra steps—just reliable information that keeps your entire team aligned. With real-time insights into payment data, communications, and customer info, you can make quick, informed decisions that improve engagement and service.
Top use Cases to drive engagement
1.Subscription & Payment Reminders:
For subscription payments and reminders, especially within SaaS and Financial Services, keeping customers informed is critical. With the combined power of Mogli and FinDock you can automate SMS reminders for recurring payments, helping to reduce churn and improve satisfaction.
- Example 1: “Hi [Customer], your subscription for [Product] renews in 3 days. Update payment info here: [link].”
- Example 2: “Hi [Customer Name], just a reminder that your loan payment of [amount] is due tomorrow. Please ensure your payment method is up-to-date to avoid any late fees.”
2.Membership Renewals:
Keeping members engaged and up-to-date on their membership status and payments is very important for membership-based organizations. By combining FinDock for detailed membership payment information and Mogli for instant, personalized SMS, you can seamlessly notify members about renewal dates, send event reminders, or even express gratitude for their attendance—all directly within Salesforce.
- Example 1: “Hi [Name], your membership with [Organization Name] will expire next week. Renew now to continue enjoying exclusive benefits! Text ‘RENEW’ or click [link] to renew today.”
- Example 2: “Hi [Name]! Thank you for your interest in [Event Name] on [Date]. To complete your registration and secure your spot, submit your payment by clicking [payment link]. Hope to see you on [Event Date]!”
3.Transaction & Payment Alerts:
It’s important to keep customers informed about their transactions in real-time. You can notify customers when their payment is processed, failed or needs attention. This will help you improve your cash flow and minimize the percentage of late and missed payments. With the combination of Mogli’s SMS functionality you can also send messages where they have the most impact: on the customers’ phone. All directly from your Salesforce Org.
- Example 1: “Hi [Customer Name], your payment for [Product] with [Amount] was processed successfully. Thank you!”
- Example 2:”Hi [Customer Name], it looks like your recent payment attempt failed. Please update your payment details here: [link].”
4.Recurring Donation Increases:
Encourage ongoing donors to increase contributions, with timely messages that strengthen your impact. Mogli enables you to send SMS event reminders, and FinDock allows you to track registrations and payments, keeping everything streamlined within Salesforce.
- Example 1: “Hi [Donor], your donations mean a lot to us. Would you consider increasing your monthly contribution? Click here: [link].”
- Example 2: “Hi [Student Name], thank you for attending today’s workshop on [topic]. Click here for additional resources: [link].”
5.Thank-You Messages:
Creating customer loyalty hinges on expressing gratitude. Following a purchase, membership renewal, or donation, Mogli allows you to send customized thank-you messages via SMS. Meanwhile, FinDock monitors transactions to guarantee that every interaction is recognized in real time—all integrated within the secure and dependable Salesforce platform.
Example 1: “Thank you, [Customer]! We appreciate your support. Reply with any feedback!”
Example 2: “Hi [Customer/Donor Name], thank you for your donation of [amount]. We appreciate it a lot! If you want to inspire others to support our course, feel free to use this [link].
The FinDock Advantage with Mogli
With FinDock and Mogli, organizations can:
- Communicate directly from Salesforce—no external integrations needed.
- Automate SMS messaging based on real-time data.
- Provide a 360 view of each customer, including real-time payment data.
- Optimize operational efficiencies by eliminating manual work load that comes with payment handling.
Ready to boost your communication and customer happiness? Explore how FinDock, together with Mogli, can elevate your customer happiness to a whole new level—all within Salesforce!
