Modernizing Specialty Retail & Recurring Product Subscriptions
The client is a long-standing specialty retailer providing home leisure products, outdoor gear, and recurring supply services. To support their expanding customer base both in-store and online, the business required a unified CRM and payment processing engine to manage recurring auto-ship supply orders, payment collection, and customer communications seamlessly.
Manual order tracking and disconnected payment collection limited recurring revenue growth
Managing recurring auto-ship orders across online channels and physical retail locations created administrative complexity and slowed down fulfillment.
- Manual Subscription Tracking: Tracking upcoming recurring orders for pool, hot tub, and home care supplies required tedious manual intervention.
- Frictionful Customer Verification: Staff lacked an automated, structured process to confirm whether customers wanted to approve, modify, or pause upcoming recurring shipments.
- Siloed Payment Data: In-store and remote auto-ship orders required manual payment link creation and invoice reconciliations between sales records and the payment processor.
Closed-loop auto-ship management engine integrated with Stripe
SaasWorx designed an integrated subscription lifecycle management solution in Salesforce connected directly to Stripe via one-way and two-way APIs.
- 01 / Automated Auto-Ship Lifecycle: Configured custom object logic to automatically generate unapproved auto-ship orders a predefined number of days before their due date. The system triggers automated reminder emails to customers, approving the order instantly upon a simple "Yes" email confirmation.
- 02 / Multi-Channel Website & In-Store Sync: Built one-way API integrations to sync customer profiles, website auto-ship orders, line items, invoices, and completed payments from Stripe into Salesforce.
- 03 / Salesforce-Initiated Payment Processing: Established a two-way API bridge for orders placed in-store or remotely. Approved Salesforce auto-ship orders automatically trigger Stripe to process invoices, accept credit card payments, or generate secure payment links.
- 04 / End-to-End Tracking & Data Migration: Standardized Account, Contact, Order, Invoice, and Payment custom structures while migrating 1,000 core customer records and 500 active auto-ship subscriptions into the new environment.
Frictionless customer renewals, instant payment processing, and full revenue visibility
The unified architecture converted recurring auto-ship orders into an automated, low-touch revenue stream for both digital and physical retail channels.
- Automated Customer Renewals: Streamlined subscription approvals through one-click email confirmation flows.
- Unified Payment Ecosystem: Eliminated double entry by syncing credit card details, invoices, and transaction statuses between Salesforce and Stripe automatically.
- Scalable Multi-Channel Operations: Enabled store associates and web teams to process auto-ship requests with equal speed and accuracy.
- Centralized Reporting: Provided executive management with real-time insight into recurring pipeline, open invoices, and revenue performance via dynamic dashboards.