PayRetailers: Automation and Data Centralisation to Drive Growth

PayRetailers partnered with redk to implement Salesforce Sales Cloud and Marketing Cloud, consolidating customer data, automating campaigns, and aligning marketing and sales teams through a scalable digital ecosystem designed to support sustainable growth.

Objectives

To sustain its rapid growth, PayRetailers needed a solution that would increase efficiency and enable scalable operations. The key objectives were:

Data centralisation

Consolidate commercial and marketing information into a single platform to ensure consistency and full traceability.

Campaign automation

Reduce reliance on manual tasks by implementing automated marketing and communication workflows.

Commercial process optimisation

Improve lead capture, qualification, and follow-up while ensuring alignment between sales and marketing teams.

Definition of efficient processes

Establish a clear, structured, and replicable sales management model.

Operational efficiency for the marketing team

Free up resources for strategic tasks and increase the team’s capacity to run simultaneous campaigns.

Team autonomy

Train PayRetailers’ staff to manage the solution independently and strategically.

Challenges & Solutions

With redk’s support, PayRetailers was able to overcome operational and technological challenges through a structured, tailored approach.

Challenge

Solution

Desafio

Manual and non-scalable marketing campaigns.

Inefficient lead and opportunity management.

Lack of visibility and traceability in the sales process.

Disconnected systems and siloed data.

Dependence on external support to operate tools.

Need for a strong technological foundation to sustain growth.

Solución

Marketing Cloud integration to automate campaigns and reduce the team’s workload.
Structured lead capture via web forms with automated assignment rules in Salesforce Sales Cloud.
Defined workflows for leads and opportunities, ensuring a structured sales cycle.
Data centralisation in Salesforce, enabling a full 360° customer view.
Tailored training programmes to empower the marketing team with autonomy in campaign and workflow management.
Scalable Salesforce architecture designed to support long-term growth.

Key Results

The collaboration between PayRetailers and redk transformed its sales and marketing ecosystem, laying the foundations for efficient, sustainable, and autonomous growth.

Full centralisation of commercial information

100% of leads and opportunities are now managed within Salesforce Sales Cloud, eliminating silos and improving reporting quality and traceability.

Campaign automation and reduced manual effort

With Marketing Cloud, campaign execution was automated, significantly reducing the team’s workload and accelerating time-to-market.

Increased operational capacity and scalability

The efficiency gained allowed the team to run simultaneous campaigns with greater agility, expanding reach and frequency without additional resources.

Customer lifecycle optimisation

Automated journeys guide leads through the conversion process, ensuring timely, seamless, and personalised communications.

Structured and coordinated sales processes

Clear workflows for leads and opportunities improved collaboration and overall sales effectiveness.

Marketing team autonomy

Specialised training equipped the team to manage Salesforce independently, using the platform strategically to maximise impact.

About

PayRetailers

Founded in 2017, PayRetailers is a leading global payment solutions provider, redefining the way businesses and consumers transact across Latin America. Through a single, flexible API, the company enables secure and efficient access to more than 300 local payment methods, supporting over 800 merchants across nine markets. Headquartered in Spain, with more than 350 employees and offices in Argentina, Brazil, Colombia, Mexico, and the Isle of Man, PayRetailers combines deep regional expertise with scalable technology to deliver seamless and innovative integration.

Industry

Financial services

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Name Surname

Position, Company name

redk has been a valuable strategic partner for PayRetailers. They have accompanied us throughout the implementation and business modelling phase, facilitating optimal CRM adoption. We would like to especially thank the redk team for their active involvement and commitment throughout the project. We are confident that this collaboration will continue in future projects within the Salesforce ecosystem.

David Zamora

Global Head of Revenue Operations

Working with Payretailers has been professionally rewarding. Together, we developed a customised CRM that effectively integrates the sales and marketing teams. We implemented automated strategies that optimise processes and improve customer interaction. This synergy has strengthened operational efficiency and contributed to achieving significant strategic results.

Maitane Santamaría

Salesforce Project Lead at redk