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Streamlining Subscriptions and Payments with Experience Cloud

A comprehensive Salesforce Experience Cloud solution streamlined subscription management, payments, and customer engagement, integrating Stripe for payments and Google Analytics for insights, while offering a guest portal to simplify onboarding and drive business growth.

More cases

Platforms

Sales Cloud, Experience Cloud

Industry

Finance

Country

USA

Challenge

The client needed a comprehensive and user-friendly platform to manage a wide range of customer-facing operations, including active subscription management, additional service purchases, and handling of physical mail and parcels. The lack of integration with a robust payment system and the absence of insights into customer behavior hindered their ability to optimize services and deliver a seamless customer experience. Additionally, they required a solution to support new customers without requiring full account registration, streamlining onboarding and fostering engagement.

Solution

To address these challenges, the Salesforce Experience Cloud platform was utilized and enhanced with several key features:

  1. Comprehensive Customer Portal:
    • Upgraded the Customer Portal to enable users to efficiently manage active subscriptions, purchase additional services, and handle physical mail and parcels.
    • Integrated with Stripe for seamless payment processing, supporting both one-time payments and recurring subscriptions.
  2. Guest Portal for New Users:
    • Developed a dedicated Guest Portal to provide quick and easy access for prospective customers. This solution simplified the initial interaction, reducing barriers for engagement.
  3. Behavior Analytics:
    • Integrated Google Analytics with the Salesforce Community sites to capture and analyze customer behavior.
    • Enabled tracking of user journeys, identifying trends, and gathering actionable insights to optimize the user experience and drive data-driven decision-making.

Results

The enhanced Salesforce Experience Cloud delivered significant business and operational benefits:

  • Improved User Experience: Customers now enjoy a streamlined and intuitive platform for managing subscriptions and additional services, resulting in increased satisfaction and engagement.
  • Increased Revenue Opportunities: The integration with Stripe enabled a more efficient payment process, reducing friction and supporting recurring revenue through automated subscription management.
  • Data-Driven Insights: With Google Analytics, the organization gained a deeper understanding of user behavior, allowing them to fine-tune the portal experience and improve service offerings.
  • Streamlined Onboarding: The Guest Portal reduced the entry barrier for new users, fostering quicker adoption and supporting customer acquisition efforts.

By leveraging Salesforce Experience Cloud’s capabilities, the organization transformed its customer-facing operations, providing a scalable and future-ready solution to meet evolving business needs.

Technologies

Apex

Stripe

LWC

Google Analytics

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Ready to transform your Salesforce experience? Whether you have a question, need a custom solution, or want to learn more about our services, the TrueSolv team is here to help. Fill out the form, and let’s work together to elevate your business operations!

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