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Tabapay, a fast-growing payment technology company, was facing challenges managing its sales and support processes due to fragmented systems and inconsistent workflows. With multiple teams handling Leads, Opportunities, and Support Cases manually or through siloed tools, they lacked real-time visibility into their customer journey and had difficulty scaling operations effectively.
Customer onboarding, sales pipeline visibility, and support case resolution were often delayed due to reliance on spreadsheets, emails, and disconnected third-party systems. The absence of automation and unified tracking not only affected internal efficiency but also the customer experience.
Through a highly customized Salesforce solution, AppShark helped Tabapay transform its internal operations—streamlining transaction workflows, strengthening data security, and enhancing approval oversight. By implementing tailored objects, automation, and role-based access, the solution not only improved operational efficiency but also ensured scalability and compliance in a fast-paced financial environment. Tabapay is now equipped with a flexible, secure, and transparent system that supports its mission to deliver fast, reliable payment processing at scale.