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International Charity Gets Plugged into Payment Processing for Salesforce.com

Challenge

The Charity had deployed Salesforce.com as its Donor Management solution and as a tool to enhance the level of automation in the management of Donation Collections from individuals in the Czech Republic.

The lack of ability to process payments from customers meant that forecasting of regular donations was inaccurate. The manual spreadsheet based system of managing collections prevented reporting on historic collections made from donors.

  • Automate collections from Donors.
  • Integrate the solution with Komercni Banka.
  • Provide a collection history of all donor payments.

Solution

  • Scoped and defined payment requirements for Donation Collections.
  • Integrated Payment processing functions to Custom Objects developed for Donor Management.
  • Implemented Payonomy Direct Debit Management solution for Salesforce.com.
    Compliant collection Management creating a Komercni Banka ready file.

Results

  • Integrated payment reporting against Donations has improved Management information visibility.
  • The solution fully integrates with the Komercni Banka system removing many manual processes.
  • The Collection system processes in excess of 19,000 transactions per month.

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