Revolutionizing Merchant Services with Automated Secure Document Upload to Salesforce

Introduction

In the competitive Payments industry, staying efficient and secure is crucial. For a leading merchant services organization with over 6,000 retail customers and 200 new customers added each month, managing the underwriting approval process was a significant challenge. With the help of Rithom, they successfully automated the secure document upload process to Salesforce, saving $78,000 annually and enhancing their operational efficiency.

The Challenge

The merchant services organization faced a daunting task: managing the influx of application documents from new merchant account applicants. These documents were initially received via email and then manually copied into Salesforce. This labor-intensive process was time-consuming and prone to errors. Although the company was interested in Customer Community, they lacked the resources to manage it. They needed a new, efficient approach to handle document uploads without additional costs or personnel.

The Solution

Rithom provided an innovative solution that transformed the document upload process. Each new merchant account applicant received a secure URL unique to their company. This URL directed them to their individual Salesforce Site page, where they could securely upload their application documents directly into Salesforce.


Key aspects of the solution included:

  • Secure and Unique URLs: Each applicant received a unique and secure URL, ensuring that their documents were uploaded directly to the appropriate Salesforce account without any manual intervention.
  • Automated Upload Process: The process was fully automated, eliminating the need for staff to manually handle document uploads.
  • Cost-Effective Solution: The implementation leveraged Salesforce Site functionality, avoiding additional licensing costs and resource allocation.
Results

The implementation of this automated document upload system delivered remarkable results:

  • $78,000 Annual Savings: By automating the document upload process, the company saved significant labor costs, estimated at over $78,000 per year.
  • Increased Efficiency: The streamlined process allowed the company to handle more applications with fewer resources, improving overall efficiency.
  • Enhanced Security: The secure URLs ensured that sensitive documents were uploaded directly into Salesforce without the risk of interception or mishandling.

Key Features:

Fully Automated and Secure

The merchant services organization achieved its goal of doing more with less, thanks to Rithom's innovative use of Salesforce Site functionality. This secure and automated solution not only improved operational efficiency but also ensured the security of sensitive customer documents.

Application Across Industries

This automated document upload solution is not limited to the Payments industry. It can be adapted for various industries and document types, providing a cost-effective way for clients to upload documents directly into Salesforce.

“We turned our client into our co-worker by giving them the ability to upload directly to our SFDC database.”

Savings estimated at $78K+ per year

Fully Automated

Fully Secure

About Rithom

Established in 2013, Rithom is dedicated to creating, educating, and optimizing IT and marketing solutions to help businesses reach their full potential. We provide value through affordable growth strategies and are committed to sustaining the highest quality standards in technology implementations. Whether serving as an extension of your team or handling all your IT and marketing needs, Rithom is here to support your business's success.

300+
sales cloud implementations
41+
salesforce certifications
45,000+
project hours

Salesforce Certifications

  • Sales Cloud CRM
  • CPQ
  • Service Cloud
  • Field Service
  • Pardot
  • Marketing Cloud

Download this Case Study

Interested in learning more about how this merchant services company transformed its document upload process with Rithom's help? Download the full case study to get detailed insights into the implementation process, challenges faced, and the remarkable results achieved.

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Have questions or want to discuss how Rithom can help your business achieve similar success? Contact us today!