A major challenge for Riboli Family Wines was their reliance on manual processes for payments on invoices.
It was troublesome for customers to make payments, especially on multiple invoices because they required individual payments. This made tracking payments laborious with potential for error. The payment process needed modernization to create an efficient customer experience that encouraged timely payments.
To create an efficient payment process and facilitating easy management of invoices, Trifecta implemented our PayNow Accelerator for Riboli Family Wines.
Riboli Family Wines’ customers are empowered to manage invoices to their preferences with PayNow. Their customers will enter the site and navigate to create a payment link where they will select the payment amount for the invoice or invoices that they would like to pay and their preferred payment method. The customer will receive an email with a unique payment link so they can complete the payment.
Key Success factors include prompt payment processing, user satisfaction, flexibility in payment scenarios, B2B Commerce site enhancement, and widespread adoption of the Pay Now feature. This transformative project signifies Riboli Family Wines’ commitment to modernizing its financial ecosystem, ensuring operational excellence and delivering an enriched experience to its well-regarded distribution network.
Manage Invoice Payments
Riboli Family Wines gives customers the tools to easily view, track, and manage their invoices, supported by B2B Commerce Site Enhancements.
Implementing Trifecta’s PayNow Accelerator has modernized Riboli Family Wines’ financial ecosystem while bringing tangible benefits in efficiency, customer satisfaction, decision-making capabilities, and operational cost optimization.
Enhanced Operational Efficiency: Riboli will experience quicker and more accurate financial transactions due to the seamless integration of financial data with Salesforce. This streamlined process reduces manual effort and potential errors.
Improved Customer Experience: The user-friendly Experience Cloud site and B2B Commerce site enhancements empower customers to easily view, track, and manage their invoices. This improved accessibility fosters a positive customer experience, strengthening relationships with clients.
Real-Time Financial Insights: This project facilitates real-time access to critical financial information, enabling Riboli Family Wines to make informed business decisions promptly. This agility is crucial in adapting to market dynamics and optimizing financial strategies.
Payment Flexibility: Implementing PayNow provides customers with diverse payment options, accommodating various scenarios such as single invoice payments, multiple invoices with one payment, and partial payments. This flexibility enhances customer satisfaction and encourages timely payments.
Adoption of Modern Technologies: Salesforce showcases Riboli Family Wines’ commitment to adopting and harnessing modern technologies. This positions the company for continued innovation and competitiveness in the evolving business landscape.
Operational Cost Savings: Automated and efficient processes reduce operational costs associated with manual data entry and reconciliation, contributing to overall cost savings for Riboli Family Wines.
