Unlimint / Salesforce CRM FinTech unlimint-02

Salesforce implementation for Unlimint

Unlimint (formerly 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.

MONTHS'

COOPERATION

SALESFORCE IMPLEMENTATIONSALESFORCE CUSTOMIZATION

Challenge

Unlimint 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, Unlimint 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.

(Learn more about their selection process here.)

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.

Solution

Centralised and automated Unlimint'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 Unlimint smooth the transition to remote working during the 2020 work-from-home period.