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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  • Founding 5We’ve partnered with over 500 npos to move them onto the Salesforce platformC&P deployment partner
  • PCI (payment card industry) compliant. Levels 1 – 4 has to do with how many transactions the merchant is processing
  • Most nonprofits use them for something.It’s likely you’re going to have to choose one at some point or re-evaluate the processor you’re already usingPurpose of this presentation is to give you the tools to make an informed decision about your payment processor or processors.Will talk about integration later.
  • Areas to consider are:
  • What are your revenue streams?
  • Transaction fee – what % of the payment is being charged? Does this vary by credit card type?Per month flat ratePer transaction flat rateContract fees – Payment Connect and Network for Good
  • The more it does: if it processes multiple payment types, even if you’re not using all of the functionality. Pick it based on what you want to do with it. Ex: If you just want to do event management pick something like Eventbrite, it was designed for that. If you want to manage donations and events pick something like C&P – it does both.Time vs money: Consider whether you’ll have time to poke around and figure the solution out. If not, find a tech saavy staff person or look for a consulting partner.
  • Get talking points from Cat – how to talk about proprietary processorLevel 1 PCI compliantLinvio – is it complex? Choice of processor is best for orgs who have to use a certain processor. Will have to pay both linvio and the processor.
  • Eventbrite – manually sync to push data to Salesforce. Free for free events, Click&Pledge – automatically integrated, event management,. Transaction fee plus flat monthly fee. Acteva RSVP – automatically integrated, Annual fee, per event fee, transaction fee, free events have a transaction fee as well. conference managementLinvio – auto integrated, one time set up fee plus annual fee plus transaction fees based on processorCvent – auto integrate, complex event management, contact for pricing. Can choose own payment processor. RegOnline – integration not the greatest, often doesn’t meet client’s data needs/expectations.Common Ground – Paypal is the processor, licensing fees and other costs
  • C&P: syncs at the product level, works with; Opencart, Prestashop, Shopp, Ubercart.Nexternal:– no strongly supported by the Salesforce community
  • C&P: syncs at the product level, works with; Opencart, Prestashop, Shopp, Ubercart.Nexternal:– no strongly supported by the Salesforce community
  • C&P: syncs at the product level, works with; Opencart, Prestashop, Shopp, Ubercart.Nexternal:– no strongly supported by the Salesforce community
  • 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