- 📍 Location: Central Florida, USA
- 🏭 Industry: Water Treatment and Purification Services
- 💼 Domain: Water Treatment
Challenge
The water purifier company faced major operational challenges despite using a CRM system to store customer data. Many important processes, including customer data management, billing, and payment processing were still handled manually.
This manual work created inefficiencies and frequent errors, which caused delays in customer service and invoice processing. In addition, issues related to quality control and inventory management affected customer satisfaction and overall sales performance.
The company needed a scalable solution to automate workflows, improve data accuracy, reduce manual effort, and deliver a better customer experience
Solution
Phenoble Software implemented a Salesforce-based solution that automated customer management, billing, and payment processing by integrating Salesforce CRM with the SquareUp payment gateway. Key components of the solution included:
Salesforce–SquareUp Integration
Phenoble Software developed an integration that automatically generates payment links from Salesforce and sends them directly to customers via email. This removed the need for manual payment requests.
Custom Apex Development & API Integration
Our team built custom Apex classes and used Salesforce APIs to handle:
- Customer search and creation
- Order processing
- Invoice generation
- Invoice publishing via SquareUp APIs
This created a fully automated billing and payment workflow.
Automated Reporting & Dashboards
Phenoble Software configured dashboards to provide real-time insights into:
- New customer acquisition
- Sales forecasting
- Order tracking
- Service performance
- Strategic plan monitoring
Marketing Automation with Mailchimp
We integrated Salesforce with Mailchimp to improve audience segmentation and manage email campaigns for subscribed contacts. Through this implementation, Phenoble Software created a connected system where customer service, sales, and billing teams work from a single automated platform.
Business Impact
- Reduced Errors: Automation significantly reduced manual data entry mistakes in customer records and billing.
- Faster Billing Cycles: Invoices were generated and sent instantly, reducing delays in payment processing.
- Improved Cash Flow: Online payments through SquareUp accelerated collections.
- Enhanced Customer Experience: Customers received faster service and convenient payment options.
- Better Data Quality: Centralized and automated data improved decision-making.
- Sales Growth: Improved operational efficiency and customer satisfaction led to increased 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:
