Transformative Integration: Streamlining Financial Operations with Salesforce

Streamlining Business Processes with Salesforce: A Success Story with FreedomPay

Implementing Salesforce for Enhanced Customer Relationship Management at Wrinom

Wrinom is a leading technology and marketing solutions provider established in 2019. The company offers private companies a wide range of services, including custom software development, IoT applications, data services, digital transformation, and full-stack development. Wrinom decided to implement Salesforce, a leading Customer Relationship Management (CRM) platform to manage its growing client base and streamline operations. This case study explores the implementation process, challenges faced, solutions provided, and the results achieved by Wrinom after deploying Salesforce.

CLIENT LOCATION: San Francisco

INDUSTRY: FinTech

PROJECT DURATION: 10 Weeks

BUSINESS MODEL: B2B

TECHNOLOGIES USED: Java, React, AWS, PostgreSQL, Docker

About the Company

As a partner for payment solutions, insurance, and financial services, FreedomPay helps its customers optimize their financial transactions. The company’s mission is to bring transparency to the world of finance and payment solutions, providing individual, customer-oriented services. The Swiss enterprise is committed to offering comprehensive advice and support to its customers, assisting them in making informed decisions to secure the best possible outcomes. FreedomPay strives to give their clients the best possible service and value for money.

Challenges:

FreedomPay was in a challenging situation when a government announcement revealed the replacement of traditional payment methods with a QR code system. With the high transaction season quickly approaching, FreedomPay needed to find a way to integrate the QR code into their payment processes quickly and efficiently. That’s when Wrinom came to the rescue.

Wrinom worked closely with FreedomPay to develop a solution that would fit their needs. They continuously tested and updated the features throughout the process, ensuring that the QR code was properly integrated into the payment system. In the end, Wrinom was able to deliver the project in time for FreedomPay’s high transaction season, allowing them to successfully process payments with the QR code included.

Objectives:

The primary objectives of implementing Salesforce at Wrinom were to:

1. Centralize customer data to provide a 360-degree view of each customer.

2. Automate and streamline sales processes to enhance productivity and efficiency.

3. Improve collaboration and communication between different departments.

4. Enhance reporting and analytics capabilities for better decision-making.

Implementation Process:

1. Requirement Analysis:

The first phase involved conducting a detailed analysis of the company’s requirements. This included identifying key stakeholders, understanding current processes, and defining the scope of the project.

2. System Design and Customization:

Based on the requirements analysis, a customized Salesforce solution was designed to meet Wrinom’s specific needs. This involved configuring Salesforce modules, such as Sales Cloud, Service Cloud, and Marketing Cloud, and integrating them with existing systems.

3. Data Migration:

One of the critical aspects of the implementation was migrating data from legacy systems to Salesforce. This involved cleaning and transforming data to ensure accuracy and consistency.

4. User Training and Change Management

To ensure a smooth transition, comprehensive training sessions were conducted for end-users. Change management strategies were implemented to address any resistance and ensure user adoption.

5. Go-Live and Support:

After thorough testing, Salesforce was deployed across the organization. Post-implementation support was provided to address any issues and ensure continuous improvement.

Challenges and Solutions

Wrinom’s team of experts worked closely with FreedomPay to develop a custom solution that integrated with their existing processes and addressed their new workflow automation needs. The team put together a comprehensive QA testing plan that included testing the new features and ensuring they worked seamlessly with the old features, as well as avoiding any potential conflicts.

The team also worked with the resource manager to increase resources and add extra developer support to quickly investigate the new features. The developers worked on a proof of concept in a separate sandbox to ensure the logic of the QR code integration worked with the mapping of the transaction data. The team also had a meeting with the QR code service provider to understand the end-to-end process.

Before the Salesforce implementation, the customer had to manually go through the entire business process, from customer contact to managing transactions and data. It was a time-consuming and tedious process.

Salesforce was implemented to streamline the process and provide better customer service.

The customer now uses Sales Cloud, Experience Cloud (Community), Salesforce Shield, and Marketing Account Manager (Pardot) to manage transactions and data.

The customer has a B2C business model and uses the Salesforce features to their advantage.

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.

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