the experts talk, idealist consulting, how to evaluate payment processors

The Experts Talk:

How to Evaluate Payment

ProcessorsPresented by:

Idealist Consulting

Facilitator: Cat Monaghan

Solutions Analyst

Presenter: Lila Pigott

Solutions Analyst

A payment processor is a service that processed credit card payments. Processing includes verification of

available funds and anti-fraud measures.

What is a Payment Processor?

Salesforce integrates with certain payment processors simplifying

moving data related to payments into your database.

Why Are We Talking About Payment Processors?

• What do you want it to do?

• How much does it cost?

• How easy is it to use?

The Big ThreeQuestions to Ask When You’re Picking a Payment Processor

What Do You Want It To Do?

• Payment types• Volume• Integrated or

unintegrated

What Do You Want It To Do?Payment Types

• Donations• Event Tickets• Memberships• Online Shopping Cart• Peer to Peer Fundraising• Recurring Payments

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.

• 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

What do you want it to do?Integrated or Unintegrated

• Transaction fees• Per transaction flat

rate• Flat rate event fee• Per month flat rate• Contract fees

How Much Does it Cost?

• 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

How Easy Is It To Use?

Donations

Integrated:• 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, Authorize.net, WorldPay, Google Checkout , eWay)

Unintegrated:• Paypal• FirstGiving

Events

Integrated:

• Eventbrite

• Click&Pledge• ActevaRSVP• Linvio Events• Cvent• RegOnline• Common

Ground

Unintegrated:• Paypal

Membership Fees

Integrated:• Common Ground – processor is Paypal.• Click&Pledge – possible through custom build

out.

Unintegrated:• NA

Peer to Peer Fundraising

Integrated:• Common Ground Social – integrated with

Common Ground Salesforce platform.

Unintegrated:• FirstGiving• Razu• Fundly• StayClassy

Online Shopping Carts

Integrated:• Click&Pledge• Nexternal

Unintegrated:• Paypal• Google Shopping Cart

Mobile Giving

Integrated:• Click&Pledge

Unintegrated:• Mobile Giving Foundation• MobileCause• mGive

Integrated Solution ComparisonIntegrated

Payment Processors

Donations EventsMembership

sPeer to Peer

Online Shopping

Cart

Mobile Giving

ActevaRSVP   v      

Click&Pledge v v v*   v v

Common 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

Payment Processors:

Salesforce AppExchange: http://appexchange.salesforce.com/ActevaRSVP – http://www.acteva.com/acteva-rsvp-for-salesforce.htmlClick&Pledge - http://clickandpledge.com/ Common Ground - http://www.convio.com/our-products/common-ground.htmlCvent – http://www.cvent.com/en/event-management-software/Eventbrite – http://www.eventbrite.com/IATS Brickwork – http://www.iatspayments.com/english/services-brickwork.htmlLinvio Events – http://www.linvio.com/linvio_events.phpLinvio Payment Connect – http://www.linvio.com/paymentconnect.phpNexternal - http://www.nexternal.com/RegOnline - http://www.regonline.com/

Questions?

info@idealistconsulting.com

800.889.8675http://www.npoengagementparty.com/