Slice Business Marketing Inc. is an agent of Merchant Services LLC a registered ISO of Wells Fargo Bank N.A., Walnut Creek, CA
Their Products include equipment’s like Standalone terminals, CloverTM POS
Family, Slice POS, Aldelo POS, and Paradise POS.
Their Services include Cash Discount, Credit Surcharge, Traditional Processing Capital. (Student Loans)
Facing Problem :
Slice has over over 15,000 customers in North America, Slice came to Cloufi seeking a system to track the transaction performed on their POS machines.
Location: New York. USA.
Industry: Financial/lending Industry
Start Date: 1st April 2019.
Go Live Date: 15th June 2019.
Facing Problem :
A system to track high volume leads coming from call center. This; also required filtering data collected from various modes & Call center leads, in different stages with various assignment rules
What We Did
Moved client from Professional edition to Enterprise edition and automated the discount eligibility.
- Cloufi integrated the POS machine Processor with FirstData and Nuvei, to pull each transaction from every POS machine depending on the Process it’s connected with.
- This resulted in identifying a number of transactions performed by a customer and overall collection every month.
- Depending on transactions; commissions were collected, which helped to identify applicable discounts to the Customer, thus increasing the number of transactions.
- To save salesforce space, each transaction was saved in PHP and the summary was saved in salesforce.
- Also, it provided a button to view all transactions which eventually calls PHP page to view a specific customer transaction.
Integrations with the POS machine Processor
Return on Investment
- Automated discount eligibility.
- Increased #of Transactions
- 360-degree visibility on every single transaction.
- Turn around time reduced by 40%
- Client was able to track Monthly transactions and Collections for every
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“Chitiz Agarwal also known as “Kumar” is a Salesforce.com evangelist and architect who has more than 13 yrs of IT experience. He has worked with big MNCs like Accenture and IBM and now running Techila Global Services from last 7 yrs and grown the company to size of 150+. He has delivered more than 700 projects on Salesforce.com till date and participated from initial requirement understanding to final delivery. His twitter handle is @ChitizAgarwal”