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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.

Matthew McDonald

 Business Support Manager at The LPI 

“With its tight integration to Stripe, Breadwinner Payments lets us manage membership subscriptions right inside Salesforce – making our membership base scalable and our subscription process much more efficient.”

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

    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 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

          Benefit to LPI customers

          Customers benefit from a streamlined experience with faster signup and onboarding processes, leading to improved satisfaction and quicker time-to-value with the product