Transforming Payment Operations with Stripe and Salesforce
Project Overview
This U.S.-based water treatment company is passionate about providing clean, great-tasting water while helping people move away from bottled options. But as the business expanded, their old and costly payment system couldn’t keep up—slowing down processes, limiting automation, and creating unnecessary overhead for the team.
Challenge
- The existing tool was expensive and lacked automation.
- Transaction volumes across the U.S. and Canada kept growing, but the system couldn’t scale.
- Customers faced clunky workflows that hurt their payment experience.
- The company needed a cost-effective, automated solution that could grow with them.
Our Solution
We helped the client modernize payments with a seamless Stripe and Salesforce integration.
Built a secure, self-service payment interface so customers could manage card and bank details with ease.
Synced Stripe with Salesforce for real-time updates, ensuring accurate data and financial visibility.
Simplified billing and recurring payments, reducing manual work and errors.
Migrated old payment data into Stripe smoothly, ensuring a clean transition without disrupting customers.
Impact/Outcome
Real-Time Visibility
Instant syncing into Salesforce gave the finance team accurate insights and faster reporting.
Better Customer Experience
Customers could pay quickly and securely through branded links—easy, safe, and reliable.
Reduced Costs
Eliminated third-party tools, cutting licensing fees and lowering integration costs.
100% Real-Time Sync
60% Faster Reporting
25% Cost Savings
