Feature studies
Field payments and on-the-fly donations in person often don’t get logged in the CRM — either because there’s no donor info, or it’s too tedious to track small payments. That leaves reconciliation messy, totals missing, and accounting departments guessing.
Our Auto-Import Batch Totals feature connects to your card processor (it doesn’t matter which you use) and pulls in daily batch totals. Each total gets logged in Salesforce under a designated account (like “Anonymous Donations”), so your books stay balanced — automatically.
Clients have eliminated daily manual entry, improved bank reconciliation accuracy, and retained full visibility of “miscellaneous” income. Whether it’s token entry fees or walk-up donations, it all flows into your CRM — clean, traceable, and hands-free. And if you want an option to key in personal info into the payment terminal at time of payment, we can do that too!
Reach out for a free 30-minute chat and let’s explore the ROI of Salesforce for your business.
