Limited by Outdated and Legacy Systems
Most of the systems used to track participants were designed in the ‘90s, based in Microsoft Access, ColdFusion, and Access 2000. All the technology was handled by two outside consultants. They were small, independent consulting firms.
Instead of the Salesforce “360 view,” the BAA had a “six-degree view” of their constituents. Every year, they would clone the database and start fresh, resulting in 60 Access databases that the team was consolidating. Only through anecdotes did they know somebody was a volunteer, an athlete, a VIP, a member of the media, all at once.
And just like many small nonprofits and other organizations, when in doubt they would defer to email or Excel, or workarounds when they couldn’t get the system to do what they needed to do.
Pifer notes that, “The limits of the tools they were using became the limits of the organization.”
As a consulting partner, Attain came in to recommend a solution. They decided to focus on core, standard Salesforce functionality and fill in key gaps wherever possible with AppExchange solutions. Chargent became a critical piece to accept payments along with declarative tools. Essentially, they only needed to expand the user interface of Salesforce.
Chargent Solutions for Accepting Online Payments
Registration and Bulk Payment Utility
When a participant registers for the marathon, they fill out the online payment form. Their credit card is authorized but not charged, because the marathon needs to verify that they have actually run a qualifying race with a qualifying time within the last two years.
The card authorization is run through Chargent. After going through the necessary verifications, the team needs to capture the charges on 2,000-4,000 cards in bulk all at once. Processes were created using the Chargent API and the Salesforce reporting API.
When all participants have been verified, they simply write a Salesforce report, and it goes through and charges all the registrations in that report.
Accepting Payments from Countries Outside the AVS
Many participants are from countries that do not participate in the credit card payments address verification system (AVS). Attain worked closely with Chargent, creating a process to complete address verification for USA billing addresses. For addresses not in the USA, a result was returned and payment processed. Fraud was not as much of a concern since participants needed to have run a qualifying marathon to register for the Boston Marathon.
Create Your Salesforce Payments Solution with Chargent
Chargent focuses on making nonprofit payment processing simple in Salesforce. Collect donations or implement online fundraising anywhere in Salesforce. Our customizable app has been used in a wide variety of configurations for many different types of organizations, and allows you to connect quickly to your payment gateway. If you’re struggling with old, outdated legacy systems, contact our team to discuss the right payment solution for your process.