Streamlining Payment Processes with Tilli and Salesforce Sales Cloud Integration for WGL Energy

by | Feb 13, 2025 | Case Studies

Summary

WGL Energy, a subsidiary of AltaGas, partnered with Tilli to revolutionize their payment processes by integrating Tilli’s Monay Global Payment Stack with Salesforce Sales Cloud. This integration enabled seamless and secure capturing of card and eCheck details, significantly improving their Order->Invoice->Payment and Order->Payment->Invoice workflows. As a Payment Facilitator, Tilli provided WGL Energy with a flexible solution that exceeded the capabilities of traditional payment providers.

Introduction

Client Overview:

WGL Energy is a leading energy solutions provider and a subsidiary of AltaGas. They offer electricity, natural gas, and renewable energy solutions to residential, commercial, and government customers. Facing growing complexities in payment processing, WGL Energy sought a modern solution to simplify their operations and improve customer experience.

Challenge

The company needed a secure and flexible payment platform capable of seamlesslyintegrating with Salesforce Sales Cloud to address the following:

    • Capturing and securely storing payment details (card and eCheck).
    • Streamlining and automating the Order->Invoice->Payment and Order->Payment->Invoice processes.
    • Enhancing operational flexibility beyond what was offered by traditional payment providers.

Problem Statement

WGL Energy’s existing payment processing system struggled to meet their growing needs:

    • Lack of Integration: Their current solution did not integrate smoothly with Salesforce Sales Cloud, leading to manual interventions.
    • Limited Flexibility: The existing payment provider offered rigid processes, hindering scalability and customization.
    • Compliance Risks: Managing sensitive payment data required a robust solution that adhered to security and compliance standards.

Solution

WGL Energy partnered with Tilli to implement its Monay Global Payment Stack. The solution provided:

  • Seamless Integration:
    • Tilli’s payment stack integrated effortlessly with Salesforce Sales Cloud.
    • Enabled real-time, bi-directional syncing of payment data for Order->Invoice->Payment and Order->Payment->Invoice workflows.
  • Secure Payment Processing:
    • Robust security measures ensured the safe capture and handling of card and eCheck details.
    • Full compliance with industry standards, including PCI DSS.
  • Enhanced Flexibility:
    • As a Payment Facilitator, Tilli offered custom workflows and additional features that traditional providers couldn’t.
    • Tailored solutions met WGL Energy’s unique operational needs.

Results

After implementing Tilli’s solution, WGL Energy experienced significant improvements:

  • Operational Efficiency:
    • Automated payment workflows reduced manual effort by 60%.
    • Streamlined processes saved time across departments.
  • Improved Accuracy:
    • Real-time integration eliminated data discrepancies.
    • Payment data seamlessly synchronized with Salesforce Sales Cloud.
  • Enhanced Security and Compliance:
    • Reduced risks associated with handling sensitive payment details.
    • Met all regulatory and security standards effortlessly.
  • Increased Flexibility:
    • Customized workflows aligned with WGL Energy’s business model.
    • Scalable solutions supported future growth.

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Shabbir Gilani CRO Tilli SoftwareShabbir Gilani

Chief Revenue Officer

Shabbir Gilani, Chief Revenue Officer, holds an extensive experience of 25 years in leadership, system implementation, and business development across different industry verticals. He personifies a strong combination of technology and human essence to palpate customer challenges that ensures organization-wide solution implementations on time, every time. His expertise in identifying the customer communication challenges and implementing a tailor-made apt solution can transform the digital journey of any business.

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Shahid Husain

Chief Operating Officer

A seasoned technologist with 20+ years of strategic ERP proficiency driving excellence in tech landscapes, ranging from full life cycle software development, operations, and management to organizational change and IT strategy. From solution architecture to project mastery, his in-depth knowledge amplifies our ventures, ensuring optimal client engagement and enriched service offerings. He has extensive expertise in building, developing, and leading high-performing and distributed global teams across consulting and products. Follow Shahid Husain at 

Raja Gopal Vemuri

Chief Technology Officer

Besides being the chief technology architect of Tilli’s product line and playing an instrumental role in the success of the company, Raja brings 30 years of rich technology experience, solving business problems across diverse industries ranging from pharmaceuticals, leasing, utilities, and public sector. With core experience spanning across all market leading technologies, his time has been well spent deploying over 40 SAP implementations globally.

Ali Saberi CEO Tilli Software Ali Saberi

Founder and Chief Executive Officer

Ali Saberi, is a technology maestro with an entrepreneurial spirit who founded Tilli and revolutionized the digital transformation journey of a number of utility businesses in the US. He carries over 25 years of experience in SAP management consulting with core focus on SAP IS-U/CCS and IS-PS project implementations, while working simultaneously in global digital payments and customer communication space. His relentless efforts have empowered businesses to bring the “Aha Payment Experience” and delight their customers.

 

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Read on his publications at Medium