• 📍 Location: Central Florida, USA
• 🏭 Industry: Water Treatment and Purification Services
• 💼 Domain: Water Treatment

Challenge

The water purifier company faced significant operational challenges despite having a CRM system to store customer data. Many critical data-related processes—including customer data management, billing, and payment processing—were still performed manually. This manual approach caused inefficiencies and frequent errors, leading to delays in customer service delivery and invoice processing. Additionally, issues with quality control and inventory management further hurt customer satisfaction and overall sales performance. The company needed a robust solution to automate workflows, improve data accuracy, reduce manual errors, and enhance the customer experience.

Solution

The comprehensive solution automated the company's data management and billing through Salesforce CRM integrated with the SquareUp payment gateway. Key components included:

• Salesforce and SquareUp Integration: Automatically generated payment links sent directly to customers from Salesforce emails, removing manual intervention.

• Salesforce APIs and Custom Apex Classes: Managed customer search, creation, order processing, invoice generation, and publishing via SquareUp APIs, ensuring seamless billing and payment workflows.

• Automated Reporting: Dashboards for new customer acquisition, sales forecasting, order tracking, service performance, and strategic plan monitoring.

• Service and Audience Management: Enhanced email campaign management through Mailchimp integration for subscribed contacts.

This streamlined data flow across customer service, sales, and billing, enabling fast, accurate, and secure automated payments via SquareUp.

Business Impact

• Reduced Errors: Automation eliminated manual data entry mistakes in customer records and billing.

• Faster Billing Cycles: Instant generation and emailing of invoices reduced payment delays.

• Improved Cash Flow: Secure online payments through SquareUp sped up collections.

• Enhanced Customer Experience: Smoother payment processes and timely service delivery increased satisfaction.

• Better Data Quality: Centralized data enabled informed business decisions.

• Sales Growth: Improved reliability and customer retention boosted overall sales.

Tech Stack

Technology:

• Salesforce CRM
• Apex development (API integration)
• Web-to-Lead
• Workflow Rules
• Salesforce Flows
• Approval Processes
• Apex Batch Jobs

Cloud: Salesforce Sales Cloud

Tools: VS Code, Workbench and SquareUp (Payment Gateway Service)

Result: