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The Experts Talk, Idealist Consulting, How To Evaluate Payment Processors


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Idealist Consulting, leading nonprofit Salesforce implementation partner, presents 'How to Evaluate Payment Processors.' Use this presentation to guide you in choosing your payment processor taking into consideration types of payments, cost ease of use.

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The Experts Talk, Idealist Consulting, How To Evaluate Payment Processors

  1. 1. The Experts Talk: How to EvaluatePayment Processors Presented by: Idealist Consulting
  2. 2. Facilitator: Cat MonaghanSolutions Analyst Presenter: Lila PigottSolutions Analyst
  3. 3. What is a Payment Processor? A payment processor is a service thatprocessed credit card payments. Processing includes verification of available funds and anti-fraud measures.
  4. 4. Why Are We Talking About Payment Processors? Salesforce integrates with certainpayment processors simplifying moving data related to payments into your database.
  5. 5. The Big ThreeQuestions to Ask When You’re Picking a Payment Processor • What do you want it to do? • How much does it cost? • How easy is it to use?
  6. 6. What Do You Want It To Do? • Payment types • Volume • Integrated or unintegrated
  7. 7. What Do You Want It To Do? Payment Types• Donations• Event Tickets• Memberships• Online Shopping Cart• Peer to Peer Fundraising• Recurring Payments
  8. 8. What do you want it to do? Volume• Low Volume: 90% of donations come in via check. Five online donations per month.• Increasing Volume: Online donations increased from 50 to 75% of donation volume over the past year. Processing time has doubled for staff.
  9. 9. What do you want it to do? Integrated or Unintegrated• Integrated: Event ticket purchases made through website are automatically reflected on the contact record of the purchaser in Salesforce.• Unintegrated: Books purchased via Paypal through website. Staff manually associate purchase with contact record in Salesforce
  10. 10. How Much Does it Cost?• Transaction fees• Per transaction flat rate• Flat rate event fee• Per month flat rate• Contract fees
  11. 11. How Easy Is It To Use?• The more it does, the more complex it is• The ole’ time vs money conundrum• It’s plug and play only up to a certain point  Create new event pages  Manage various donation funds  Multiple campaign pages
  12. 12. DonationsIntegrated:• IATS Brickwork – simple solution, proprietary payment processor.• Click&Pledge - simple to complex solution, proprietary processor.• Linvio Payment Connect – complex solution, allows choice of processor (PayPal,, WorldPay, Google Checkout , eWay)Unintegrated:• Paypal• FirstGiving
  13. 13. EventsIntegrated: Unintegrated:• Eventbrite • Paypal• Click&Pledge• ActevaRSVP• Linvio Events• Cvent• RegOnline• Common Ground
  14. 14. Membership FeesIntegrated:• Common Ground – processor is Paypal.• Click&Pledge – possible through custom build out.Unintegrated:• NA
  15. 15. Peer to Peer FundraisingIntegrated:• Common Ground Social – integrated with Common Ground Salesforce platform.Unintegrated:• FirstGiving• Razu• Fundly• StayClassy
  16. 16. Online Shopping CartsIntegrated:• Click&Pledge• NexternalUnintegrated:• Paypal• Google Shopping Cart
  17. 17. Mobile GivingIntegrated:• Click&PledgeUnintegrated:• Mobile Giving Foundation• MobileCause• mGive
  18. 18. Integrated Solution ComparisonIntegrated Payment Online Donations Events Memberships Peer to Peer Mobile Giving Processors Shopping Cart ActevaRSVP v Click&Pledge v v v* v vCommon Ground v v v Cvent v Eventbrite v IATS Brickwork v Linvio Events v Linvio Payment Connect v Nexternal v RegOnline v *Custom programming required
  19. 19. Payment Processors:Salesforce AppExchange: – - Ground - – – Brickwork – Events – Payment Connect – - -
  20. 20. Questions?
  21. 21. 800.889.8675