How can revolutionize your Salesforce financial integration operations

How FreedomPay Streamlined Their Business Processes Through Salesforce Success Story.

INDUSTRY

FinTech

BUSINESS MODEL

B2B

TECHNOLOGIES USED

Salesforce Sales Cloud, Marketing Cloud,

How Wrinom Leveraged Salesforce To Improve Customer Relationship Management

About Wrinom is a top-notch technology and marketing solutions provider company founded in 2017. Private companies can avail of the company in customizing their software, IoT applications, data services and digital transformation ya full-stack development. That is when Wrinom came up with the idea of adopting Salesforce, a reputed Customer Relationship Management (CRM) tool to handle their mushrooming clientele and elevate day-to-day operations. To understand the nature of deployment, learnings gained from challenges faced during deployment and solutions provided in few cases before we leap to results obtained post Salesforce implementation- a deeper insight into it has been shared by this case study offering insights on how Wrinom achieved its objectives. Salesforce financial integration

About the Company

A provider of payment solutions, insurance and financial services to both merchants & vendors, fills their customers with faster transactions. Founded in 2008, the company aims to democratize finance and payment solutions by providing individual services for retail customers. The Swiss company intends to provide professional guidance and consultation services for its customers, helping them make better decisions that can deliver the best possible results. FreedomPay is wholly focused on delivering the highest level of service at amazing value for our clients.

Challenges:

A change by the government that traditional payments would be replaced with a QR code based them in quite a tough position. Fast approaching their high-transaction season, FreedomPay needed a solution that would seamlessly and rapidly embed the QR code into
its payment flows. Well, that’s when Wrinom saved the day.

Wrinom partnered directly with FreedomPay to tailor an effective solution for them. On a continual basis, they would test and create improvements in the payment system using QR code. Ultimately, Wrinom was able to deliver the project before FreedomPay busiest
transaction season, running production transactions smoothly with QR code enabled.

Objectives:

Wrinom had 4 clear objectives for deploying the Salesforce,

1. Omni-channel insights meant centralizing data about each customer for a 360-degree view.

2. Bring productivity and efficiency by automating & streamlining your sales processes.

3. Enhanced collaboration and communication among sections where the department is situated.

4. Improve reporting & even process analytics for better decision-making

Implementation Process:

1. Requirement Analysis:

The initial stage was followed by a thorough analysis of the flavorist requirements. This included mapping stakeholder kick-offs, process diagnosis and outlining the project certain scope.

2. System Design and Customization:

The following case study takes you through the result of a requirements analysis, which was then designed as a customized Salesforce solution to cater Wrinom ‘s needs.

To put it plainly, work involved setup/integration of Salesforce modules; Sales Cloud, Service and Marketing Consumers with office surroundings.

3. Data Migration:

One key element of the roll out was data migration from legacy systems to Salesforce. This was cleaning and preparation of data to make sure that it is accurate.

4. User Training and Change Management

End-users received exhaustive training sessions to make the transition as seamless as possible. To fight the resistance and promote user adoption, change management strategies were mandated.

5. Go-Live and Support:

But Salesforce was implemented in the organization after extensive testing. Further revisions were made, and post-implementation support was included for any problems that may arise to ensure the process continues improving.

Challenges and Solutions

FreedomPay required a custom solution to be built into their current workflow automation needs and Wrinom’s in-house expert team was helping Freedom Pay by providing them with automated solutions for their business. The team created a plan for robust QA testing which includes all new features in those existing ones and no conflict between them.

The team also met with the resource manager to do something about resourcing and respond hearings often that required extraordinary feature build-investigations as another developer assist. Proof of concept sandbox was created, and developers started working with QR code integration including the logic related to how transaction records were mapped. The team met the QR code service provider to understand their end to end process as well.

Prior to the Salesforce implementation, everything that was required of this customer company needed manual processes following contact with customers and continuing through transaction management / data handling. This was extremely strenuous and waste of time. The implementation of Salesforce has made it possible for the company to streamline their operations and deliver enhanced customer service.

They use standard and custom objects to store:

1. Transaction information
2. Reports and dashboards to track transaction data
3. A mobile app to access transaction data on the go

1. Pardot to create and manage customer campaigns
2. Community to provide customers with a platform to connect and interact
3. Flows and Screenflows to automate processes.

The customer also uses integrations such as Kulturra, Stripe, Conga, and Swiss QR code to integrate with other systems. With these integrations, the customer is able to quickly access transaction data and provide a better customer experience.

Wrinom was able to create a custom solution that was tailored to FreedomPay’s specific needs. The result was an automated workflow that was efficient and streamlined, making FreedomPay’s business processes faster and more effective.

Results and Benefits

When FreedomPay approached Wrinom for a custom Salesforce solution, they needed a way to streamline their business processes to make them more efficient. Wrinom was able to deliver on this need, creating a custom solution that incorporated their existing processes with their new workflow automation needs.

Wrinom was able to integrate a QR code system and deploy the entire billing process workflow before the client’s high transaction season. This successful implementation avoided lots of manual work for the client’s team.

FreedomPay was extremely satisfied with the results and the benefits they gained from Wrinom’s Salesforce implementation. The automated workflow increased their efficiency and saved them time, money, and resources, allowing them to focus on other areas of the business.

We are proud to have been a part of FreedomPay’s success in using Salesforce to streamline their business processes and increase their growth. FreedomPay’s success is a testament to the power of Salesforce and the potential it has to elevate businesses to new heights.

Conclusion:

The successful implementation of Salesforce at Wrinom transformed the company’s approach to customer relationship management and sales processes. By centralizing customer data, automating sales workflows, and enhancing collaboration, Wrinom significantly improved productivity, efficiency, and revenue. The robust reporting and analytics capabilities of Salesforce empowered the management team to make data-driven decisions and stay ahead of the competition. This case study highlights the importance of a well-planned and executed CRM implementation in driving business growth and success. Salesforce financial integration

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