End-to-end Card Ordering Form for a Financial Services Company

Industry

Financial Services

Products

Sales Cloud, Service Cloud

Service

Customization

Customer

A global financial company that helps businesses spend less by providing corporate payment solutions and payment cards.

Challenge

For several years, the customer used a basic data-collection form to save payment card details in Salesforce CRM. However, online orders made up only a small percentage of the company’s overall deals, and none of these could be processed automatically. Additionally, the customer lacked marketing automation for clients who started but did not complete the form.

To increase the number of online orders, the Customer asked ENWAY to develop new forms with these features:

Availability in 13 European countries, supporting both English and local languages
Automated credit decision-making
Integration with electronic signature services for documents
Payment processing via country-specific payment gateways
Deduplication logic for existing customers
Automated marketing campaigns for abandoned orders

Solution

The ENWAY team developed a unified form architecture for various European countries using Salesforce-based technologies like Lightning Web Components and Apex.

Forms were integrated with the customer’s product catalog to ensure they were always up-to-date.
A deduplication process was implemented using different scenarios based on contact details and existing customer information.
Credit decision logic was integrated with the customer’s credit engine application.
DocuSign was added as a separate step in countries requiring signatures.
Payment gateways were integrated to facilitate immediate card ordering.
Several marketing campaigns were created to notify customers of abandoned forms.

Results

ENWAY and the Customer have launched new end-to-end forms in 13 countries. Each country has customized form steps, a responsive design, and supports both local languages and English.

Integration with the Customer’s product catalog allows new products and offers to be released faster without additional development. Connecting with the Customer’s credit engine, electronic signature services, and payment gateways enables clients to order cards online without human interaction, saving time and providing a new, fully automated digital channel.

If a client forgets to finish their order, marketing automation campaigns send notifications, allowing them to continue from where they left off.