Stripe to Salesforce integration Case Study
LPI Membership Stripe & Salesforce Integration
The LPI (Learning and Performance Institute) is the leading global authority on workplace Learning & Development. The LPI is on a mission is to promote the skills and professional status of individuals and organisations engaged in learning activities, and assess the quality of learning services.
Membership & payment process overhaul
The LPI team set out to revamp and streamline its membership program to better reflect the company’s mission. In preparation for the relaunch, they implemented an optimized and efficient backend process to support the rollout and promotion of the enhanced program to both current members and prospective customers.
To support its subscription model and scale efficiently, it was critical for The LPI team to implement a system where their growth critical software, Salesforce CRM and Stripe payment processor, were not working in silos. Without an automation between those two systems, they knew it would slow down their quote-to-cash process, cause time-wasting manual work prone to human error and friction between teams, and ultimately lead to unhappy customers.
Seamless Membership Management Payments
The LPI team worked with Breadwinner Payments to help relaunch their membership product offering. Breadwinner Payments’ turn-key, flexible, and Salesforce native solution with Stripe meant that The LPI was able to implement the integration quickly and leverage its Stripe Billing, Stripe Payments, and Stripe Invoicing products with its Salesforce data.
Scalable Stripe to Salesforce Integration
For The LPI team, Breadwinner’s purpose-built solution allowed them to optimize their Stripe data and build a complete, scalable, and adaptable payment system capable of seamlessly incorporating their subscription model into their CRM.
Membership & payment process overhaul
The LPI’s membership service has opened up a multitude of possibilities for its customers, ranging from skill enhancement, access to valuable data resources, to forging connections with fresh contacts.
The LPI has also given its teams a real competitive advantage from Sales to Customer Success, by providing a high level of professionalism and customer service to prospects and onboarding customers. This level of efficiency between their critical software and teams allows them to scale in a fast-growing industry.
Time to launch
Completed a three month project to implement a new processing system and launch the revamped membership product, delivering enhanced functionality and improved LPI user experience
Stripe to Salesforce successful parse rate
Achieved 100% successful integration of Stripe transactions in Salesforce, with all members setting up credit cards for recurring payments, significantly improving customer convenience
Salesforce automation saving
Automated the membership process integration between Stripe and Salesforce systems, resulting in 6 hours of time savings per week and increased LPI operational efficiency
Benefit for LPI Sales Team
Sales teams can accelerate cash flow by setting up new Stripe subscriptions directly in their CRM. They can include all Stripe line items like discounts, billing schedules, and product details without waiting for Finance, which streamlines the process and enhances overall efficiency.
Benefit for LPI Finance Team
Finance teams save valuable time and reduce errors by avoiding manual data entry between Stripe and Salesforce. Without needing to copy and paste customer or product information, Finance can focus on higher-value work, minimizing risks of errors and improving overall workflow.
Benefit for LPI Membership Teams
Membership teams can view the status of subscriptions, such as overdue, due, or paid, directly in their CRM. They can promptly follow up with customers, reducing unnecessary back-and-forth communication with Finance, thus saving time and enhancing customer satisfaction.
Benefit for LPI Members
Customers benefit from a smoother, faster signup and onboarding experience, with fewer delays in the setup process. With sales teams able to set up Stripe subscriptions instantly, customers experience quicker access to services, leading to better satisfaction and retention.
Integrate Stripe with Salesforce in 24hrs
Looking to improve the way Salesforce Intigrates with Stripe, Xero or Netsuite?
Breadwinner delivers seamless integration with your invoicing and payments tool so everyone on your team is in sync across revenue, growth, sales and finance.
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For more information about The LPI, visit www.thelpi.org.
Want to learn more about integrating Salesforce and Stripe? Set up a discussion with our friendly product team.
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