Cardpay / Salesforce CRM FinTech cardpay-02

Salesforce implementation for CardPay

CardPay is an innovative fintech provider and licensed ecommerce acquirer. The company aims to make electronic payments convenient and highly secure for eCommerce businesses around the world.

9
MONTHS'
COOPERATION
SALESFORCE IMPLEMENTATIONSALESFORCE CUSTOMIZATION
cardpay-03 Challenge

CardPay needed to fine-tune data management between different departments and make the merchant onboarding process more flexible and time-efficient. Having evaluated a lot of vendors, their in-house team chose Salesforce as the perfect solution. In order to optimize their use of the platform, CardPay looked for an experienced implementation partner in early 2020. The Client teamed up with iTechArt and entrusted our team with a prompt Sales Cloud launch.

The further dramatic turn of the worldwide events squeeze a months-long roadmap into a few weeks with extremely tight deadlines. Fortunately, our team could leverage both broad domain knowledge and Salesforce expertise as well as creative thinking and our innovative approach. We brainstormed the best approach and began getting to work on the following important tasks.

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cardpay-05 Solution

  • Centralised and automated CardPay's merchant onboarding process
  • Integrated all related activities into a single, transparent system
  • Optimised the company’s Lead Management System for onboarding
  • Used Apex triggers and Flows to automate recurring email reminders
  • Customised the Salesforce solution according to the Client's business needs to create more effective teams
  • Built in Lightning elements and Communities to include web forms for onboarding data

  • Synchronised these web forms with Salesforce data to enhance information security
  • Used Salesforce to speed up merchant onboarding from a few days to near-instant verification (more happy customers)
  • Used a Sales Cloud solution to streamline teams' collaboration and exponentially enhance employee productivity
  • Used the platform to track performance and changes across the involved departments, identifying bottlenecks and eradicating them

Salesforce also helped CardPay smooth the transition to remote working during the 2020 work-from-home period.

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Stack

Frontend
  • Lightning Web Components
  • Lightning Aura
  • Visulaforce
Backend
  • Apex
Salesforce
Clouds
  • Sales Cloud
Other
technologies
  • Salesforce Rest API
  • Apex Web Services
  • Lightning Flows

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