The challenge

The Birley Clubs are a collection of five highly exclusive members’ clubs in London. Famed for its impeccable service, the group wanted to achieve greater efficiency and accuracy in its membership and payment management processes.

Manual workflows and inconsistencies across teams created a number of challenges. Payments had to be individually requested, processed and recorded, while onboarding new members required support from the Salesforce engineering team.

Additionally, a lack of stored payment methods made it difficult to collect outstanding fees. A solution was needed to automate these tasks and improve the overall efficiency of operations.

The response

Bluetel worked alongside Zuora to implement its automated billing platform, that would manage the accurate and timely collection of membership fees. We then delivered full integration with the existing Salesforce platform, including the development of custom tools to allow non-financial teams to handle subscriptions easily and consistently.

“Bluetel consistently delivers a unique mix of valuable strategic input and commitment to delivering on time. They are a true partner, walking alongside the business every step of the way in the significant changes we are implementing.”
- Project Delivery Director, The Birley Clubs

A mixture of paper and online application forms was replaced with a single page built on Salesforce Experience Cloud. Zuora integration provided accurate product pricing and the secure capture of payment details to streamline onboarding and reduce delays.

Part of the initial application form was then re-used to allow existing members to provide their payment details via semi-automated email reminders as their renewal approached.

Key technologies used:

• Salesforce Sales Cloud
• Salesforce Experience Cloud
• Zuora
• GoCardless
• Stripe

The outcome

• Automated collection of £3.9 million in first payment run
• Faster handling of non-payment
• Flexible membership management with built-in safeguards to protect revenue

The boost

Our detailed knowledge of Birley's processes informed the design and build of a bespoke subscription management tool inside Salesforce, which automated key processes and streamlined the performance of the membership team.