Case Study: a compliance automation platform provider improves payment and quoting efficiency with Synthesis Systems

Compliance Automation Platform Provider boosts quoting efficiency with Synthesis Systems

The compliance automation platform provider, a leading GRC solutions company, faced a challenge in securely collecting customer payment information. They needed a PCI-compliant method for customers to provide CC/ACH details during the Salesforce Revenue Cloud quoting process without sales rep intervention, and a way for customers to later update their payment methods. They engaged vendor Synthesis Systems for managed services on this platform.

Synthesis Systems built a solution on the Force.com platform within Salesforce, creating a customization that provided customers with an encrypted link to enter their payment information securely. This solution increased the efficiency of the quoting process and overall productivity. The client benefited from a more streamlined and secure payment method collection system, which improved the integrity of their billing operations.