About QubePay
QubePay is a fast-growing UK-based payment services provider, delivering innovative solutions to organisations across Retail, Forex, Gambling, and Gaming. Operating in a highly regulated and competitive environment, QubePay needed a trusted CRM platform to optimise processes, reduce operational friction, and support their ambitious growth.
The Goal
Having implemented Salesforce in-house, QubePay soon realised their configuration was not aligned with best practices, limiting adoption and creating administrative overheads. They sought a Salesforce Partner with deep industry knowledge who could reconfigure their system to unlock Salesforce’s full potential. After evaluating multiple providers, QubePay selected Gauri for our proven expertise and collaborative approach.
The Challenge
QubePay’s Sales Cloud instance had diverged significantly from Salesforce standards, resulting in inefficiencies and poor user experience. Key challenges included:
- Overly complex workflows leading to high administrative burden.
- Low user adoption due to lack of alignment with business needs.
- Functional gaps in Salesforce Professional edition requiring custom development.
- Urgent need for delivery within a tight timeline and fixed budget.
The Solution
Gauri adopted an Agile methodology to deliver a streamlined solution in less than four weeks. The engagement included:
- Reconfiguration of Sales Cloud to align with Salesforce best practices.
- Development of custom processes to support distinct onboarding workflows for Merchants and Partners.
- Creation of multiple lead and account types with tailored mapping logic to reflect QubePay’s business model.
- Full data migration, testing, and post go-live technical documentation.
Industry Impact
In the payments sector, customer acquisition, onboarding speed, and retention are critical differentiators. With customer churn high and regulatory requirements stringent, a flexible CRM platform is vital. By combining Salesforce capabilities with industry-specific expertise, Gauri enabled QubePay to:
- Optimise sales processes to accelerate onboarding and improve customer experience.
- Ensure regulatory compliance through structured data capture and reporting.
- Build a scalable CRM foundation that supports future growth and innovation.
The Outcome
QubePay now operates with a robust and scalable Salesforce solution that:
- Reduces administrative overheads and increases user adoption.
- Aligns fully with Salesforce best practices.
- Provides a future-ready platform capable of evolving with the business.
As with all Gauri projects, the implementation was delivered on time, on budget, and with comprehensive solution documentation for future development and support.
Having spent 20 years working in global pharma, a project such as this would have taken at least 6 months, however, Gauri helped us deliver our project in less than a month from start to finish. Gauri brought both technical expertise and an understanding of our industry challenges. Their collaborative approach enabled us to achieve a scalable Salesforce solution in record time, and we now have complete confidence in the platform as a driver of our growth.
CEO, QubePay