Setting Up, Managing, and Reconciling Your Credit Card Program
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The document discusses how to process credit cards in Blackbaud CRM and the benefits of using Blackbaud Merchant Services for credit card processing. Blackbaud Payment Service replaces credit card numbers with tokens and stores card information securely, while Blackbaud Merchant Services allows you to manage credit card processing through a web portal and process transactions weekly. Benefits of Blackbaud Merchant Services include ease of use, savings through low fees and no hidden costs, safe and secure storage of information, and integration with mobile payments.
Setting Up, Managing, and Reconciling Your Credit Card Program
- 1. Using Blackbaud CRM with Blackbaud Merchant Services PRESENTED BY: PAIGE ANDERSON & DIANA HIMES
- 2. Managing Your Credit Card Programs with BBCRM and BBMS #bbcon 2 #bbcon Tweet this now
- 3. Processing Credit Cards in Blackbaud CRM (BBCRM) 3 #bbcon
- 4. How Do I Process Credit Cards in BBCRM? 4 #bbcon
- 5. What is Blackbaud Payment Service? 5 #bbcon • Integrates with your program to store sensitive credit card and merchant account information in a secure environment. • Replaces credit card numbers with reference tokens. • Uses the reference tokens to match the transactions to credit card info.
- 6. What is Blackbaud Merchant Services? • End to end credit card processing through Blackbaud applications • Supports Visa, MasterCard, American Express, and Discover • Manage the service using the Merchant Services Web portal • Processed weekly and net funds deposited into client’s bank account • Use the Treasury function in Blackbaud CRM to manage suspect transactions 6 #bbcon
- 7. Tell Us What You Think 7 #bbcon
- 8. Which is the Correct Service? 8 #bbcon • Which service… • Replaces credit card numbers with reference tokens? • Uses a Web Portal to manage the service? • Stores the valid from and expiration date of a credit card? • Manages chargeback transactions from the Treasury functional area in Blackbaud CRM? When asked, respond with Blackbaud Payment Service or Blackbaud Merchant Services.
- 9. Benefits of Using Blackbaud Merchant Services 9 #bbcon
- 10. What are the Benefits? • It’s Easy • Spend more time on your mission and less on bookkeeping. • Savings Made Simple • OneRATE means no hidden fees or surprises on your bill. • Safe and Secure • PCI-compliant that features the Blackbaud Vault, which encrypts sensitive information. • Comprehensive screening for detecting payment fraud. • Payments on the Go • Integrates with Blackbaud MobilePay™ to process credit card payments from mobile devices. 10 #bbcon
- 11. Why is it Easy? DEMONSTRATION 11 #bbcon
- 12. What are the Savings? 12 #bbcon • Lower fees for services offered than other providers. • Most of these services are provided at no additional cost.
- 13. How is it Safe and Secure? DEMONSTRATION 13 #bbcon
- 14. Why Use Mobile? 14 #bbcon • The percentage of donations made on mobile web browsers has grown 205% in the last 12 months. Source: Artez Interactive • 62% of Generation Y donors would give by mobile phone. Source: Next Generation of American Giving Report •60% of millennials give an average of $481 to charitable causes annually. Most say they would give via mobile phone. Source: Forbes
- 15. Tell Us What You Think 15 #bbcon
- 16. Which Benefit Resonates with You? 16 #bbcon Benefits: • It’s Easy • Savings Made Simple • Safe and Secure • Payments on the Go When asked, respond with the benefit that resonates with you and explain why.
- 17. Additional Information 17 #bbcon Click a graphic to learn more about Credit Card Processing.
- 18. 18 #bbcon Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. *Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer. Feeling powered on for your mission?