My org finds itself needing an at-the-time-of-event credit card donation system - quickly (up and running in a month). They have signed up for square because it's easy and inexpensive, but without consideration for easy recording of donation data and donor contact data in Salesforce.
Before we go live using square, I'm wondering whether it is a viable choice at all for recording data in Salesforce, and if not what system is a good choice. Our volume of donations per year will be low - in the hundreds - but our budget for software solutions is also low. We need something simple (as simple as possible in this not-so-simple realm).
I have the idea that Click & Pledge is the leader in this area, but I myself have never used it so I don't have a "starting feeling" for whether it would be appropriate for such a small org. So I'm looking for that first "here are the choices to research" type of advice.
(We previously took donations via text message using MobileCause, which has no integration with SF, and the semi-manual migration of donor data I had to do was quite a pain, especially reconciling those transactions with QuickBooks.)
Thx!
Thanks for this input, @Ann Ezzell! Just so I'm clear - how were you importing information from Square to Salesforce? Manually or via Zapier or something similar?
