Salesforce and Stripe Integration
About Client
Our renowned client, based in Florida, specializes in laser hair removal, Botox, skincare, fillers, and body contouring. Known for combining luxury treatments with affordable pricing, it offers membership programs that make high-end cosmetic care accessible to everyone.
Industry
Medical Aesthetics
Products
Salesforce Sales Cloud
Salesforce CPQ
Salesforce Experience Cloud
Stripe
Salesforce Scheduler
Challenges
- Opportunity payment and subscriptions
- Manual tracking of recurring billing and renewals
- No centralized view of client treatment history
- Fragmented booking process
- Insecure, disjointed payment processes
- Manual updates of opportunity status post-payment
- Limited support for preferred payment methods
- Track payment history within Salesforce
- No simple way to collect payments remotely
Solutions
- Automated scheduling across nine retail stores
- Used Stripe to create a fully customized and secure checkout and payment experience
- Customized Salesforce Scheduler for streamlined appointment management
- Digital experience site for membership purchase
- Enabled payment integration directly within Salesforce Opportunities
- Automated opportunity status changes based on real-time payment triggers
- Enabled credit card, ACH, and digital wallet payments
- Centralized all payment records within Salesforce for full client visibility
- Manages recurring billing by integrating Stripe’s subscription functionality for long-term payment collections
- Receive real-time notifications about payment updates, subscription changes, or invoice status
- Stripe checkout to allow clients to complete payments smoothly
Results
- Immediate feedback on the status of payments
- Accelerated payment collection and improved client convenience by 80%
- Customized checkout experience
- Multiple payment options
- Ease of booking appointments and reduction in cancellation by 20%
