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Payment processing co. needs to streamline processes for improved sales strategy ​

Key results:
  • Created streamlined pricing structure ​
  • Enhanced data organization & reporting
Value levers pulled:
  • Process optimization & standardization​
  • Tech enablement & modernization​
  • Sell-side readiness​
  • Operational efficiency improvements​
    ​
Key technology:
  • Salesforce

Picture this...

You’re a premier Canadian payment processing company, delivering cutting-edge solutions for credit, debit, and mobile payments. With a robust suite of services—including POS systems, online payment gateways, and e-commerce solutions—you empower businesses to optimize transactions and enhance security. That said, you’re dealing with a lot of inefficiencies across your business: product/pricing catalogue issues, order management and integration challenges, outdated system architecture, and reporting limitations due to disparate/unreliable data. To best serve your clients, you need to iron out the kinks. ​

You turn to Accordion.

We partner with your team to 1) implement a configurable, API-driven product/pricing catalogue, 2) transition OMS order input functions (CPQ, merchant app, contracts) to Salesforce Revenue Cloud, 3) modernize your system architecture, and 4) build/transition the pricing/product catalog data structure within Salesforce into your reporting. To accomplish this, we:​

  1. Conduct several discovery sessions for your company’s most complex use cases: selling model, product/pricing, integrations, and data migrations.​
  2. Act as an extension of the Salesforce team during the sales cycle to align on deal strategy, and to ensure a single, unified message is conveyed to the client at every touch point.​
  3. Position and educate the team on the benefits of RCA and MuleSoft.​
  4. Ensure TOC was within client expectations while still setting the project team up for success.​
  5. Align with the client team on the phasing strategy for overall transformation.​
  6. Create a fixed bid approach with the client.​

Your value is enhanced.

You now have a streamlined pricing structure, modernized systems, and the ability to integrate data seamlessly into Salesforce—reducing inefficiencies across your business and improving pricing accuracy. Your unified sales strategy allows you to go to market with consistency, and your improved, automated data infrastructure enables better business decision-making for sustainable value creation.​