Automating Corporate Gifting Payments with ChargeOn & Salesforce Sales Cloud

Introduction:

The client is a Canadian corporate gifting business that specialises in delivering luxury gift baskets and curated gift boxes. Their strong focus is on employee recognition and client appreciation. Their product catalog features gourmet, spa, and holiday-themed baskets sourced from local vendors. 

A large portion of business was generated through B2B gifting contracts and seasonal campaigns. To support this, the company needed a scalable and streamlined way to manage payments within Salesforce while improving internal efficiency and client experience.

Reason for Collaboration:

The client had been using third-party tools to manage payments into their Sales Cloud. This created a challenge in tracking payment status, sending payment links, and processing scheduled or recurring transactions. This manual setup was slowing down operations, increasing errors, and impacting customer experience. 

The client contacted our team to recommend a seamless solution that can be natively integrated within Salesforce. Considering their requirements, we implemented ChargeOn and integrated Salesforce and Global Payments, a leading payment gateway platform. 

Challenges:

1. Disconnected Payment Process:

Payments were handled outside Salesforce, making it hard to connect payments with Sales Orders and causing delays in customer communication.

2. No Option for Recurring or Scheduled Payments:

The business needed to collect payments in phases or on future dates, but the existing setup didn’t support this flexibility.

3. Manual Payment Link Sharing:

Team members had to manually generate payment links and insert them into emails, which was time-consuming and inconsistent.

4. No Payment Tracking in Salesforce:

There was no easy way to check if a payment was successful or refunded inside Salesforce, leading to confusion and extra back-and-forth between teams.

Solutions:

We streamlined their payment operations by enabling automated payment link generation, recurring and scheduled payments, and embedded payment history directly within Salesforce Sales Cloud using ChargeOn and Global Payments.

1. Automated Payment Link Generation:

Payment links are now created automatically in Salesforce when a Sales Order moves to “Processing.” This data is stored with the order and automatically sent in confirmation emails to customers.

2. Support for Recurring and Scheduled Payments:

With ChargeOn and Global Payments, the client can now schedule payments or set up recurring charges all together within Salesforce.

3. Embedded Payment History in Salesforce:

All transactions are now logged and visible on the Sales Order record. This gives both sales and finance teams an ease of access to track payment status. 

4. Payment Tracking Linked to Sales Order:

We made sure all payment details, like success, failure, or refund, are linked to the Sales Order in Salesforce. This helps the team easily check payment status without switching tools or doing extra follow-up.

Benefits:

1. Automated payment links reduce manual work and errors.
2. Easy tracking of payments linked to each Sales Order.
3. Supports scheduled and recurring payments for flexibility.
4. Faster payment processing improves customer experience.