Simplifying POS Sales and Merchant Support Services
FPS Payments provides payment terminals and transaction solutions to businesses across Quebec. In addition to selling terminals, the team supports customers through installation, maintenance, and ongoing service.
As FPS Payments expanded its customer base and installation volume, tracking customer activity across spreadsheets, emails, and text messages created operational bottlenecks. Information was difficult to locate, updates were inconsistent, and visibility across sales and service activities was limited. The team needed a centralized system that could support growth while remaining simple and cost-effective.
Leadership lacked clear insight into new installation requests, active customers, and service workloads. Reporting required manual effort and offered limited visibility into trends or capacity planning. As the business continued to grow, Excel-based processes no longer provided the structure needed to scale confidently.
FPS Payments needed a system that could centralize customer and operational data, improve visibility across teams, and support consistent workflows—without unnecessary complexity or high cost.
The engagement began in mid-2025 with a focused roadmap designed to move FPS Payments from scattered documents to a centralized Salesforce environment in a short, controlled timeframe.
The project started with collaborative working sessions to map FPS Payments’ current processes and define an ideal future state. Together, both teams confirmed scope, success criteria, and priorities - ensuring Salesforce would support core operational needs while avoiding unnecessary features.
Terrabbit configured Salesforce using standard Sales Cloud functionality. During this phase, customer, contact, and product data were reviewed, standardized, and prepared for migration to ensure consistency from day one.
With the initial configuration in place, Terrabbit completed the build and provided clear user acceptance testing (UAT) documentation. FPS Payments users reviewed test scenarios alongside their daily responsibilities, validating that Salesforce reflected how they manage customers, installations, and service interactions in practice. Additionally, Terrabbit provided training material and documentation to support reps in their new system
Following UAT sign-off, the system went live and Terrabbit provided a project closure report, summarizing details of delivered features and how they fulfill the original scope.
Within five weeks, Terrabbit delivered a clean, structured Sales Cloud implementation focused on visibility, consistency, and ease of use. Key capabilities included:
Rather than implementing a complex product catalog, Terrabbit worked with FPS Payments to design a simplified structure that accurately reflected how the business operates. This approach reduced build time, controlled costs, and delivered the visibility needed to manage installations and ongoing customer support effectively.
Data quality was a critical focus of the project. Terrabbit partnered closely with the FPS Payments team to clean, standardize, and validate existing records before importing historical data into Salesforce. Multiple rounds of review ensured accuracy and reinforced user confidence ahead of go-live.
After providing documentation and conducting training sessions, FPS Payments successfully transitioned away from spreadsheets and manual tracking - to managing customers, installations, and service requests within their Salesforce.