Stripe Integration with Salesforce - Case Study

Enhance payment security: Salesforce Stripe integration streamlines payment modes by 60%

September 13, 2021 eye-glyph 78
Industry
eCommerce
Products
ChargeOn
Services
Salesforce Integration Services
Build Your Idea

About the client

Our client owns an e-commerce platform that offers its customers a wide range of products. The client strongly desired to expand their business globally but needed help with their existing payment platform. The payment platform he is currently dealing with could be more efficient in handling the increasing volume of transactions, hindering their expansion plans. 

As a result, they approached us to integrate a better payment platform that could help them manage their business smoothly and cater to their global customers’ needs. We worked closely with the client to understand their requirements. We implemented a robust payment platform that improved their transaction processing speed and provided a seamless payment experience to their customers.

Challenges

The client was facing many challenges in their e-commerce business, blocking the path of expanding the customer base due to lack of inefficiencies in payment processing.

Firstly, the client needs help to analyze consumer behavior, which leads to consuming more time. Custom integration took much time, effort, and cost to develop a custom logic to understand the customer journey and their interest. 

Secondly, switching between apps for initiating payment is time-consuming and daunting, which may lead to data leaks during online transactions. The client seeks a secure solution that provides secure online transactions within Salesforce. 

Also, they want secure payment gateways that support multiple currencies from diverse locations worldwide, fixing the challenge of not accepting payments.

Furthermore, the client needed more time to generate customized invoices aligned with the pricing in the system. They seek a solution to streamline the process and promptly deliver personalized invoices reflecting the agreed-upon prices within Salesforce.

In summary, the client were facing these challenges:

  • Understanding business requirements is a time-consuming
  • Data insecurity while making online transactions
  • The invoice should be generated as per the payment within Salesforce
  • The current payment gateway needs more flexibility in accepting payments from diverse locations.

Solutions

By thoroughly understanding the client’s challenges, we find integrating the ChargeOn product, a global payment handling system, worth the effort. The ChargeOn product is a secure payment gateway option and allows the client to accept payment in any currency worldwide.

This marks not the conclusion but the inception of enhancements driven by our solutions. The impact of this solution has initiated a cascade of advancements.

Simple yet flexible invoicing: It becomes easier for the client to leverage a pre-built email template to send invoices. Additionally, they could generate more accurate customized invoices resonating with the system pricing. Also, the client can add discounts, shipping taxes, convenience fees, and additional charges from Salesforce. 

Faster payment processing: We have integrated ChargeOn with a ready-to-use stripe payment gateway to enable clients to make payments directly from Salesforce, eliminating the need for manual efforts and messy amounts. 

Built 100% native app on Salesforce: ChargeOn enables direct payments from Salesforce opportunity objects, eliminating the need to juggle between apps for online payments.

Implemented best security practices: ChargeOn is a point-to-point encrypted solution compatible with third-party integrations. Its modern API and payment gateway manage sensitive data with utmost security, eliminating any threat to the data.

Testimonial

“Cyntexa offered us a great application and customer support. After implementing Easy Incentivizer in our bank, our team’s workload has reduced while the performance has improved. It has saved us time, made us money, and made our incentive processing run smoother.”

Benefits

  • Efficiently make payments within Salesforce in any currency
  • Data is highly secured while making online transactions
  • Easily send customized invoices with aligned pricing in the system
  • Manage global transactions from any location with ease
90%

Saved time and cost by

75%

Payment processing time reduced by

99%

The security of the data increased by

80%

Reduced manual efforts by

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