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A leading U.S. based fintech company specializing in instant money movement solutions was experiencing operational inefficiencies due to fragmented workflows, disconnected systems, and limited automation. The company needed a centralized CRM solution to bring structure to its sales processes, improve account hierarchy visibility, and integrate seamlessly with tools like Zendesk, Slack, Redshift, and Teams. Manual tasks were slowing down business functions such as lead conversion, opportunity tracking, and customer onboarding which were leading to delays, inconsistencies, and communication gaps across departments.
To address these challenges, AppShark implemented a customized Salesforce Cloud solution tailored to the client’s business processes and infrastructure:
Structured Lead and Opportunity Management
Implemented Web-to-Lead forms, custom fields, and sales paths to standardize lead intake and streamline opportunity tracking, ensuring data consistency throughout the sales cycle.
Automated Account Hierarchy and Data Relationships
Developed custom record types and flows to automate parent-child relationships between ISOs, Sponsors, and Merchants, providing clarity in account structure and improving reporting accuracy.
Smart Workflow Automation
Configured Flows and Apex triggers to automate approvals, field updates, and notifications for various teams, improving internal alignment and reducing manual effort.
Customer Portal for Proposal Approvals
Built a public-facing LWC-based portal allowing customers to view pricing proposals and submit approvals in real time, improving transparency and reducing turnaround delays.
End-to-End Platform Integrations
Integrated Salesforce with Redshift, Zendesk, DocuSign, Dropbox, Slack, Teams, and Jira to unify customer data, support operations, and enable real-time collaboration across platforms.
Accelerated Lead Conversion
Automated lead capture and qualification reduced manual input and improved follow-up speed, allowing sales reps to focus on high-value opportunities.
Improved Account Visibility and Structure
Clearly defined and automated account hierarchies enabled users to view, manage, and report on complex customer relationships more effectively.
Stronger Collaboration and Real-Time Communication
Slack and Teams integrations facilitated faster internal communication, while Zendesk and Jira syncing improved alignment between support and development teams.
Better Data Accuracy and Decision-Making
Redshift integration ensured real-time syncing of ISO-MID data, while field validations and automation reduced errors and supported confident decision-making.
Enhanced Customer Experience
Faster onboarding, clear proposal communication, and efficient internal coordination led to better service delivery and higher customer satisfaction.
The customized Salesforce solution delivered measurable improvements across the organization’s operations. By streamlining workflows, automating processes, and integrating with business tools, the system enhanced team collaboration, increased data accuracy, and accelerated decision-making. With a scalable and efficient foundation now in place, the organization is well-positioned to support continued growth, improve customer experiences, and drive long-term success.