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In the competitive e-commerce industry, ensuring seamless payment processing is essential to customer satisfaction and overall revenue generation. One leading e-commerce company faced a critical issue: payment failures were not being tracked in their CRM system, which resulted in missed opportunities to recover lost sales. This gap not only caused financial setbacks but also impacted customer relationships. That’s where AiSynapTech stepped in to provide a solution that seamlessly integrated payment processing with Salesforce, streamlining their operations and improving transaction recovery.
The client’s e-commerce platform was facing a significant challenge: payment failures were not being tracked or managed inside their CRM system. This left them unable to track the lifecycle of failed transactions, resulting in lost sales and frustrated customers. Without any automated recovery process in place, the client struggled to improve payment success rates and missed opportunities to follow up on failed transactions.
A lack of visibility into failed transactions led to missed sales opportunities and an inefficient recovery process. 5 Key Points:
Payment failures were not tracked within the CRM.
Missed opportunities for follow-up on failed transactions.
Manual recovery of payments was time-consuming.
No automated system to handle failed transactions.
Resulting in lower customer retention and lost revenue.
AiSynapTech used its expertise in Salesforce solutions to integrate Stripe—one of the leading payment gateways—into the client’s Salesforce environment. By doing so, they enabled seamless tracking of payment failures directly within Salesforce, allowing the sales and support teams to take immediate action. The integration was designed to automatically capture failed transactions and create cases within Salesforce, facilitating easy tracking and follow-up.
AiSynapTech developed a custom Salesforce integration with Stripe to track payment failures and recover missed transactions effectively.
Integrated Stripe with Salesforce for payment tracking.
Enabled automated tracking of failed transactions.
Created custom workflows for payment recovery.
Improved case management for failed transactions.
Allowed for more proactive customer support.
AiSynapTech implemented a comprehensive solution by connecting Stripe’s payment data with Salesforce’s lead and case tracking capabilities. This allowed payment failures to be logged directly as cases, giving the sales team the tools to recover transactions quickly. With a system in place for monitoring and following up on failed payments, the client saw substantial improvements in both customer retention and overall sales.
The integration allowed for seamless tracking of payment failures and the recovery of lost transactions, directly within Salesforce.
Integrated Stripe payments data into Salesforce CRM.
Created automated case creation for failed transactions.
Enabled proactive follow-ups with customers for failed payments.
Streamlined workflow for sales teams to manage payment recovery.
Improved overall transaction success and customer satisfaction.
KPI
Before AiSynapTech
After AiSynapTech
Improvement
Failed Payment Recovery
0%
22%
+22%
Completed Sales
Baseline
Increased by 19%
+19%
Transaction Tracking Efficiency
Low
High
+Improved
Customer Follow-Up Efficiency
Manual, Delayed
Automated, Timely
+Enhanced
The integration of Stripe with Salesforce led to a significant boost in operational efficiency and sales performance. By tracking failed payments and creating automated follow-up workflows, the client successfully recovered 22% of previously failed transactions. Additionally, the streamlined process contributed to a 19% increase in completed sales, improving the client’s bottom line.
AiSynapTech’s solution provided measurable improvements in both transaction recovery and overall sales performance, leading to an enhanced customer experience.
“AiSynapTech’s solution has been a game-changer for us. By integrating Stripe with Salesforce, we not only recovered a significant portion of our failed transactions but also saw a notable increase in our completed sales. Their approach streamlined our processes and improved our customer satisfaction.”
— Client, E-commerce Company
