How Salesforce Integration Improved Pricing and Payment Accuracy for Lug+Carrie

Lug+Carrie, a leading E-bike subscription service in Australia, sought to modernize its payment and pricing workflows to support rapid business growth and enhance customer experience. With manual processes slowing down reconciliation and refund management, the company needed a solution that could automate failed payment alerts, streamline refund handling, and dynamically update subscription pricing based on market trends.

To achieve this, Lug+Carrie partnered with PSAG Technologies to integrate Salesforce and Stripe into a unified payment management ecosystem—delivering automation, accuracy, and agility across all subscription transactions.

PSAG Technologies designed an end-to-end automated payment management system powered by Salesforce Lightning and Stripe integration. The solution focused on improving refund accuracy, pricing flexibility, and operational transparency.

Key implementation highlights:

1. Automated Payment Notifications: Developed a notification system within Salesforce to alert the team of failed payments in real-time, ensuring prompt reconciliation.
2. Stripe Integration: Used custom Quick Actions on subscription objects to trigger refunds automatically through Stripe based on predefined business rules.
3. Dynamic Pricing Model: Implemented a year-based pricing model using custom Salesforce objects, enabling easy updates to subscription prices and automatic synchronization with the customer-facing website.
4. API Integration: Integrated Salesforce and Stripe via API for seamless data flow, ensuring every payment, refund, and pricing update was tracked under the correct account.
5. Scalable Framework: Designed a flexible foundation to support future enhancements such as predictive payment tracking and multi-region pricing models.

The integration delivered significant operational improvements by automating core payment and refund processes, providing transparency, and enhancing customer satisfaction.

Key impacts included:

• Automated Refund Management: Enabled instant refund initiation and tracking through Stripe, reducing manual workload.

• Improved Pricing Control: Allowed dynamic pricing adjustments through Salesforce Lightning, ensuring market responsiveness.

• Seamless Data Synchronization: Ensured all payment activities were captured under the correct customer account in Salesforce.

• Operational Efficiency: Minimized revenue loss from failed transactions through real-time alerts and faster issue resolution.

• Enhanced Customer Experience: Provided faster refunds, accurate billing, and transparent subscription updates.

• Enhanced payment management efficiency and reduced manual reconciliation effort.

• Streamlined refund processes through Salesforce–Stripe automation.

• Simplified pricing updates with dynamic, year-based subscription management.

• Improved accuracy, accountability, and customer satisfaction.

This project demonstrates how Salesforce and Stripe integration can redefine financial efficiency for subscription-based businesses.
By eliminating manual intervention and enabling automated refund management, PSAG Technologies helped Lug+Carrie achieve faster reconciliations, real-time insights, and flexible pricing updates—all contributing to a smoother customer experience and stronger financial control.

The result—a modern, agile payment ecosystem that keeps pace with Lug+Carrie’s innovative business model and customer-first philosophy.