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.

 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.