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FinDock: AI Agentforce Showcase
Unlock the full potential of Agentforce with payments.
- Industries
- Horizontal ProductFinancial ServicesNonprofit
- Business Need
- FinancePayments Processing
- Requires
- Agentforce
- AppExchange Partner Products
- Compatible With
- Sales CloudService CloudNonprofit Solutions
Agentforce unlocks the full potential of integrated payment data within Salesforce. With payment and CRM data seamlessly connected, organizations can empower payment agents. Agentforce + FinDock bring more happiness to your employees and customers.
Highlights
Why payments belong in your CRM Are payments a part of your CRM? If not, you’re missing a vital connection to your customers. Payments in Salesforce are more than transactions—they’re opportunities to strengthen relationships, loyalty and spark growth.
Manage all your payments With FinDock and Agentforce, you can accept, process, and reconcile online, offline, one-time, and recurring payments. Choose your preferred combination of banks, PSP’s, and payment platforms, all available with Agentforce.
FinDock: your last technology choice for payments FinDock’s native integration with Salesforce ensures payment data is fully ready to use with Agentforce. No dealing with fragmented payment processes—Agentforce is fully ready to use.
Every industry and Salesforce Cloud From Nonprofit Cloud to Financial Services Cloud, FinDock seamlessly integrates payments across all Salesforce industries and clouds, allowing you to use both autonomous and assistive agents in every Salesforce Cloud.
Every department thrives Payment data combined with the power of Agentforce creates a spiral of success that benefits every part of your organization. Marketing, Sales, Service, IT, Finance all get an upgrade with leveraging agents with Agentforce.
Your payment operations get better With end-to-end insights from actual customer behavior, Agentforce can help make better data-driven decisions, reduce costs, minimize manual action, avoid tedious integrations, and boost revenue with personalized, action
Provider Details
FinDock
The Netherlands
FinDock, the Salesforce-native payment engine for Processing, Recovery & Reconciliation. Automate recurring payments, donations & billing — creating delightful customer experiences and streamlining payment operations. THE PAYMENT ENGINE FOR SALESFORCE FinDock connects payments to Salesforce so every team sees the full picture. Customers get easy ways to pay. Finance gets clean records. Operations stops chasing payments manually. Trusted by financial services organisations, insurers, nonprofits and commercial enterprises. WHAT IT DOES - Accept one-time, recurring, and Direct Debit payments - Send payment requests and give customers a link to pay - Automatically follow up on missed or failed payments - Take payments by phone, QR code, online or in person - Match incoming bank payments to Salesforce records automatically
Pricing Details
Free
You can fully use this solution without payment.