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.
Details
Breadwinner’s Brief
help The LPI accelerate its sales cycle, save time through automation, and scale efficiently.
Membership & payment process overhaul
The LPI team wanted to revamp and restructure its membership program process that reflect the company mission. This product relaunch meant it had to implement a highly streamlined and efficient process on the back end before going live with its newly enhanced product and promoting it to the masses.
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 Inegration
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 3-month project to implement a new processing system and launch the revamped membership product, delivering enhanced functionality and improved LPI user experience
Stripe to Salesfroce 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
Automation saving
Benefit to LPI sales team
Sales teams accelerate cash flow by configuring new Stripe subscriptions directly in their CRM, including all discounts, billing schedules, and product details, eliminating delays from Finance dependencies
Benefit to LPI finance team
Finance teams eliminate manual errors and save significant time by avoiding the tedious process of copying and pasting customer and product information between Stripe and Salesforce platforms
Benefit to LPI customer success team
Sales and Customer Success teams gain full visibility into subscription payment statuses—overdue, due, or paid—enabling prompt customer follow-ups and reducing unnecessary back-and-forth with Finance