Streamlining Operations with AppShark’s Custom Salesforce Solution

                                                                                       Published on
May 13,2025

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Download Case Study

First Name*
Last Name*
Email*
Company
Phone Number*
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

A download link will be sent to the email address provided

twitterfacebookLinkedinfacebook

Background

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.

Highlights of the Solution

 Lead Management Automation

Custom lead fields were added to capture critical details early. A web-to-lead form routed website inquiries directly into Salesforce, removing manual entry. Qualified leads automatically converted into Accounts, Contacts, and Opportunities with mapped field data.

 Opportunity Management Enhancements

Tailored page layouts, validation rules, and substages were configured to align with Tabapay’s sales process. A custom Sales Path was introduced to guide users through key steps, with Substage functionality that activates when an Opportunity reaches the "Boarding" stage. A Lightning Web Component ensures all required Account fields are completed, displaying a prompt for missing data and updating both the Account and Opportunity records in real time.

 Customer-Facing SitePage

A public-facing SitePage allowed customers to view pricing, discounts, and approve or reject proposals. Access is manually granted once an Opportunity reached the "Pricing/Proposal" stage.

 Account Hierarchy and Customer Relationships

Tabapay previously lacked a structured relationship between customer accounts and ISO details, resulting in fragmented visibility and an incomplete account hierarchy. To address this, custom fields and record types were introduced for ISOs, Merchants, Sponsors, and ISO Numbers, aligning Salesforce with Tabapay’s business structure. Flows were used to establish parent-child relationships,linking ISOs to ISO Numbers and Merchants, and Sponsors to Merchants. Hierarchy columns were also configured to provide users with a clear visual representation of these relationships, significantly improving account management and reporting accuracy.

 Automation & Triggers

Flows sent email alerts, auto-updated Account stages based on Opportunity progress, and reset the SiteURL checkbox when specific services were selected. A custom trigger kept critical fields synced between Account and Opportunity.

 Process Enhancements

Validation rules enforced data accuracy, while custom buttons and quick actions helped users complete tasks like sending forms or creating related records quickly and efficiently.

Benefits and Outcomes

 End-to-End Visibility

The Salesforce solution created a seamless flow of data from lead capture to opportunity management to customer support. This end-to-end visibility allowed sales, operations, and support teams to collaborate more effectively and track every customer interaction in real time.

 Accelerated Lead Conversion

With Web-to-Lead and automatic conversion processes, sales representatives could focus on nurturing and closing deals rather than spending time on manual data entry. Leads were no longer lost or delayed, and pipeline progression became faster and more predictable.

 Efficient Support Resolution

The Salesforce Case system ensured all customer issues were captured, categorized, and assigned to the right support agents. This reduced the average time to resolution, improved customer satisfaction, and allowed leadership to monitor trends and team performance.

 Data-Driven Decisions

With structured data and better reporting capabilities, Tabapay’s leadership team could analyze KPIs across sales and support. Reports and dashboards provided actionable insights, such as identifying top lead sources, average sales cycles, and common support pain points.

 Scalable Infrastructure

Perhaps most importantly, the Salesforce foundation built by AppShark positioned Tabapay for growth. The modular architecture and automation allowed the company to scale its operations without increasing overhead or sacrificing customer experience.

Conclusion

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.