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Powering Membership Payments: A Salesforce and Stripe Success Story

industry

Industry

Non-profit/ Legal

industry

Sub Industry

Individual & Family Services

industry

Products

Salesforce Sales Cloud

industry

Services

Salesforce Development Services

industry

Location

USA

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60%

Ease with data storage.

45%

Increase in efficiency with automate process

85%

Improved and reliable payment system

Overview

RAD Advocates is a reputable non-profit organization founded in 2017, committed to educating and advocating for families, communities, and professionals. Their mission is to provide effective support for children with reactive attachment disorder.

Challenges

  • Payment Link For Membership: Lack of a comprehensive membership payment link inhibits customer payment processing and data collection.
  • Automation in Payment Collection: A payment collection process is required that enables one-time payment initiation and aligns with membership duration.
  • Bulk of Manual Data entry: Manual transfer of Stripe data to Salesforce causes redundancy, duplication, and delays real-time data accessibility.

Solutions

Implemented a seamless membership solution by integrating Salesforce Sales Cloud and Stripe.

 

  • Salesforce Invoice Management and Automation – Automate invoice management and distribution to members through a dedicated Salesforce object.
  • Monthly Mentorship Recurring Payment Scheduler – A scheduler is created for the monthly mentorship recurring payment.
  • Public and Private Membership Payment pages – Develop public and private membership pages to streamline payments and integrate data into Salesforce.
  • Creation of Public and Private Payment Links – Generate custom payment links, both public and private, with predetermined member payment amounts.
  • Transaction History Trigger in Salesforce – Implement a trigger to store transaction history in the Salesforce object.
  • Credit Card and ACH Payment – Enable members to pay via credit card or ACH directly from the VF page using Stripe.
VIEW COMPLETE SOLUTION

Benefits

  • Manual records creation stopped
  • Track the records / payments easily
  • No need to build new payment page for every new membership
VIEW ALL BENEFITS
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