Blackthorn.io for Financial Management <br>Marketing Outreach & Messaging

Blackthorn.io for Financial Management
Marketing Outreach & Messaging

Blackthorn.io's Engagement Suite empowers organizations to engage their stakeholders through events, online payments, & SMS on Salesforce. Our ‘Return on Engagement’ focus makes data actionable and simple to consume. Focus on your customers instead of your processes by partnering with the ISV Partner of the Year ('20 & '22).

Step 1 of 10

Blackthorn Events

The Salesforce-native event management for constituent and stakeholder engagement - all organized with your CRM! Whether you are looking to engage learners through courses, constituents at civic engagements, members of the public at town hall forums, or even connect donors to charitable events, Blackthorn events is the simple way to organize and register for these engagements!

Whether your events are in-person or virtual, free or paid, single session or multi-day, utilizing your engagement data without third-party integrations and cumbersome connectors empowers your organization to respond to stakeholder needs in real-time and easily report on it too!

Step 2 of 10

Point-and-Click Event Wizard

Moving your events and engagement into Salesforce can be a big change for some, so we've designed our app to be simple and intuitive. Little to no Salesforce experience? No problem! Building your events is just a point-and-click process that empowers you to easily configure your entire event structure and registration page without writing a single line of code. Advanced CRM Administrator with tons of experience? You can access the same tools and more with the ability to add HTML/CSS where needed and integrate events into your flow automation.

Step 3 of 10

Easily Report on your Engagement Metrics

Adopting a 'Return on Events' mindset is easy when all of the data from your engagements are at your fingertips using Salesforce's powerful, native reporting tools. Use any of our packed reports and dashboards or create your own with custom fields and formulas to track the most important metrics to your organization. Now you own your data and can use it to enrich your stakeholder engagement strategies without requiring clunky integrations with external reporting tools.

Step 4 of 10

The CRM-native Payments App You Need

The award-winning Blackthorn Payments app makes stakeholder payments and billing easier while getting paid faster. Take PCI-compliant payments from anywhere, whether you're a staffer inside Salesforce, a customer on their mobile device, or in the field using Salesforce Field Service. The app works with over 120 payment gateways and has the prebuilt connections to fit any payment scenario from one-time transactions to complex subscriptions.

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Easily Managed Subscriptions in Salesforce

Whether you're taking simple, recurring payments, complex subscriptions with discounts, or tiers and prorations - manage anything and everything without ever leaving Salesforce. Our payment schedules functionality helps you create easily managed subscriptions using point-and-click configurations and automations that can be easily incorporated into your communications technology so your stakeholders are always up to date. And with it all in Salesforce, you can report on every subscription whenever your business needs!

Step 6 of 10

Payments on Demand

Enhance the customer experience with PayLink and DocumentLink, our on-demand payment tools for quick online payments and invoices. Simplify the payment experience by offering beautiful, mobile-responsive payment requests with PayLink. Provide your customers with customizable, itemized invoices right out of the box with DocumentLink. All documents & transactions are configured inside of Salesforce for easy access and reporting whenever your business needs it.

Step 7 of 10

Mobile Payments Made Simple for Field Service

Using Salesforce Field Service (aka Field Service Lightning)? Our extension in conjunction with our Mobile Payments app makes it a breeze to take secure, real-time payments in the field. Take cash, ACH, or card-present payments with a compatible Stripe card reader while remaining PCI-compliant and allowing all sensitive information to be tokenized by Stripe. This streamlines your processes with pre-filled data from the work order and has real-time transaction confirmations with syncing in Salesforce.

Step 8 of 10

Connect with Text Messaging Directly in Salesforce

Blackthorn is redefining customer engagement. Whether it’s 1:1 chat, events communications, sending payment requests with Blackthorn Payments, or bulk notifications, boost your engagement with SMS text messaging, far more effective than email. Use Templates and Bulk Messaging to streamline your cadences while also allowing for automation be dropping Messaging into your work flows. With our new self-service options, you can even upgrade your account or add messages when you need them.

Step 9 of 10

Keep Your Salesforce Org Data Compliant

You've done your best to secure your data with Salesforce Shield and strict permission sets, but somehow errant data keeps entering your CRM. Now you can find, mask, and block PII and other sensitive data from storing in your CRM using our simple and effective Compliance app. Find and redact credit card numbers, IP addresses, SSNs, account numbers, and more with real-time scans and historical audits. Use our regex library and add to it so that your unique business is covered and you have peace of mind.

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Extend Your Data Compliance Protection

Email, email attachments, and event Service Cloud Live Agent can be areas of vulnerability for your Salesforce org, but worry not! Blackthorn Compliance can help keep your Salesforce org compliant with local and global data regulations no matte which communication channels you use with your customers. Redact and delete data that your staff shouldn't have access to while ensuring trust with your customers that their data is always safe no matter how they are engaging with you.

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