Global Payment Enablement
to Protect Recurring Revenue

Digital Transformation | Revenue Protection | Global Payments

The Challenge

The provider’s existing billing and payment infrastructure was constraining international expansion and contributing to preventable churn. Limited support for regional payment methods, high failure rates in key markets, and inflexible billing cycles were translating into lost revenue at scale. 

    • Limited support for regional and local payment platforms across international markets 
    • High payment failure rates in targeted markets, triggering service cancellations. 
    • Inflexible billing cycles misaligned with customer payment behaviors. 
    • Increased service cancellations and churn directly attributable to payment failures 
    • Manual payment handling adding significant operational overhead. 
    • Revenue at risk from delayed collections and lack of proactive failure recovery 

The Solution

TalTeam implemented a global payment enablement strategy tightly integrated with customer portals and service workflows introducing regional payment methods, automated billing workflows, and real-time revenue analytics across targeted international markets. 

Regional Payment Integration

Enabled support for global and regional payment providers by integrating external billing platforms via RESTful APIs using Salesforce Named Credentials and Apex callouts. Customer payment actions initiated through Experience Cloud portals were securely transmitted to external systems for processing, with responses synchronized back into Salesforce.

Flexible Billing Controls

Delivered customer-facing billing interactions through Lightning Web Components (LWC) within Experience Cloud, allowing users to request due date changes, view balances, and manage payment preferences. All actions were executed via API calls to external billing systems, with results reflected in Salesforce Case and Account records.

Automated Payment Workflows

Implemented orchestration using Salesforce Flow and Apex, triggering reminders, retries, and escalation workflows based on payment status. Platform Events enabled near real-time updates from external systems, ensuring proactive outreach prior to service disruption.

Revenue Protection Analytics

Provided visibility through Salesforce Reports and Dashboards, tracking payment success rates, failures, and churn indicators. Data from external billing systems was ingested and normalized within Salesforce to support actionable insights.

Before and After Snapshot

Category  Before  After 
Regional Payment Methods Limited – few local options Broad regional and global coverage
Payment Failure Rate High in targeted markets  Significantly reduced
Billing Flexibility Rigid, Fixed cycles Customer-adjustable cycles and dates
Churn from Failed Payments Baseline – high in key markets 8%-10% churn reduction
Collections Process Manual – high overhead Automated with proactive recovery

The Outcomes

0

In recurring revenue protected through improved payment success rates.

0

Reduction in customer churn across targeted markets.

Cash Flow ImprovementFaster, more reliable collections across market

Markets EnabledMultiple international regions with region-specific payment options

Payment Methods SupportedRegional platforms + global card and ACH networks

Billing-Related Support RequestsSignificant reduction in lowering operational costs

Proactive RecoveryAutomated failure-to-outreach workflow before service disruption

Implementation TimelineApproximately 8 months of design, integration, and rollout

Implementation Snapshot

  • Duration: ~8-month program, payment integration, portal embedding, workflow automation 
  • Payment Coverage: Regional platforms + global card/ACH networks 
  • Automation: Payment reminders, retries, confirmations, and proactive outreach 
  • Analytics: Real-time dashboards tracking payment success, delinquency, and churn risk by region 
  • Revenue at Stake: $200M+ in recurring subscription revenue protected. 
  • Integration: Fully embedded in self-service portals and CRM service workflows