From Chaos to Clarity: Zen Payments’ Sales Revolution

Zen Payments, a veteran in credit card processing, sought to modernize its sales and support systems to keep pace with growth. Burdened by manual workflows and siloed data, they partnered with SaltClick to transform operations using Salesforce Sales Cloud. The custom-built solution delivered smart lead management, automated case routing, Microsoft 365 integration, and real-time analytics—empowering Zen Payments to speed up conversions, elevate support, and unify teams.

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Challenge

Zen Payments, a growing financial services provider, faced challenges in scaling their sales operations due to fragmented systems, manual processes, and a lack of centralized customer data. Their existing tools made it difficult to track leads, opportunities, and customer interactions efficiently. Additionally, Zen Payments needed a robust case management system to handle customer inquiries and streamline support operations.

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With increasing demand for their services, they required a scalable, automated, and integrated solution that could unify sales, service, and reporting while maintaining compliance and security.

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Solution

SaltClick partnered with Zen Payments to design and implement a Salesforce Sales Cloud environment tailored to their operational needs. This included:

• Sales Cloud Setup: Fully configured Salesforce with custom branding, role-based permissions, and automated lead management.
• Lead & Opportunity Management: 150+ custom fields to streamline lead-to-opportunity conversion.
• Case Management & OmniChannel Support: Automated case routing, entitlement tracking, and AirCall integration for support.
• Microsoft 365 Integration: SSO and email sync to improve cross-team collaboration.
• Data Migration: Migrated lead, account, and contact data to Salesforce for better accessibility.
• Advanced Analytics: Custom reports and dashboards for real-time sales and support insights.

Through a collaborative discovery and advisory phase, SaltClick worked closely with Zen Payments to align Salesforce with their workflows, ensuring seamless adoption across teams.

"Moving CRMs is a daunting task, the SaltClick team took the time to understand all of our business logic and help build our company’s Salesforce to fit best practices. I would recommend SaltClick to anybody taking the leap to Salesforce!"

Nicolas Child - Director of Technology

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Results at a Glance

As a result of the strategic collaboration between SaltClick and Zen Payments, the Salesforce Sales Cloud environment was fully integrated into Zen Payments' operations, delivering significant improvements across various aspects of their business. By tailoring Salesforce to their specific needs and workflows, Zen Payments achieved measurable gains in sales, customer support, and overall operational efficiency.

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Following the successful implementation, Zen Payments experienced immediate operational improvements, including:

• 30% Faster Lead-to-Opportunity Conversion
• Enhanced Data Visibility & Compliance
• Improved Customer Support Response Times
• Seamless Collaboration Between Sales & Support

Interested in optimizing your sales and customer engagement with Salesforce? Let’s talk!

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