iOPTIME Mobility123
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Salesforce Case Study

Transforming Mobility123 Into a
Connected Customer Lifecycle

Mobility123 partnered with iOPTIME to connect sales, customer communication, subscription payments, field service, and ongoing customer management within Salesforce.

iOPTIME Salesforce Mobility123

Services

Salesforce Development
Sales Automation
Field Service
System Integration
Workflow Automation

Industries

Healthcare Technology
Mobility & Accessibility Solutions
Medical Equipment
Project Highlights

Automated Lead Assignment

Customer 360 Visibility

RingCentral Communication Integration

stripe

Stripe Subscription Synchronization

Salesforce Field Service

01 About Mobility123

Accessibility Equipment. End-To-End Operations.

Mobility123 is a leading provider of accessibility and mobility solutions, specializing in stair lifts, wheelchair lifts, vehicle lifts, ramps, and other home accessibility equipment.

The company serves customers across the United States by delivering products, installation services, maintenance, and ongoing customer support.

02 Project Overview

When Growth Outpaced Manual Processes

Sales, Service, And Payments Needed One Platform.

As Mobility123 expanded, manual sales processes, fragmented customer data, and disconnected field service and payment systems limited operational scalability.

Solution Statement

iOPTIME implemented a unified Salesforce platform integrating sales automation, RingCentral communication, Field Service, Stripe payments, and Google Contacts synchronization.

What Changed

  • Automated lead assignment
  • RingCentral SMS integration
  • Salesforce Field Service
  • Stripe subscription sync
03 Challenges

The Challenge Wasn't Sales. It Was Fragmentation.

Unify Communication. Automate Service. Sync Payments.

Business Challenges

  • Inconsistent lead follow-ups

    Manual sales processes caused inconsistent lead follow-ups.

  • Slow lead assignment

    Lead assignment and nurturing were slow and inefficient.

  • Manual communication

    Customer communication relied on manual emails and phone calls.

  • Fragmented customer data

    Customer information was fragmented across multiple systems.

  • Manual field service

    Field service scheduling lacked automation and centralized visibility.

  • Unsynced payments

    Subscription payments were not synchronized with Salesforce.

Main Challenges

  • Lead management automation

    Automating lead management and sales execution.

  • Centralized communication

    Centralizing customer communication.

  • Integrated operations

    Integrating sales, payments, and field service operations.

  • Subscription synchronization

    Synchronizing recurring subscriptions with Salesforce.

  • Lifecycle visibility

    Improving visibility across the entire customer lifecycle.

  • Operational scaling

    Scaling operations while maintaining customer service quality.

04 Our Solution

One Connected Platform From Lead To Long-Term Customer

Sales Automation

Turn incoming leads into structured sales opportunities.

Customer Communication

Keep every customer interaction connected.

Field Service Management

Move from manual scheduling to coordinated service delivery.

Subscription & Payment Management

Keep recurring payments visible and synchronized.

Data Synchronization

Create one connected customer record.

05 Business Impact

From Fragmented Operations To Lifecycle Momentum

  • Faster lead response time through automated assignment
  • Higher lead conversion using structured nurturing workflows
  • Improved customer onboarding with automated communication
  • Enhanced customer experience through real-time engagement
  • Increased operational efficiency using Salesforce Field Service
  • Accurate subscription management through Stripe integration
  • Better visibility into the complete customer lifecycle
06 Solution Showcase

The System Behind Every Customer Journey

Every Interaction Tells A Story. Every Workflow Moves The Lifecycle Forward.

Salesforce Sales Pipeline

Lead Assignment Dashboard

RingCentral SMS Interface

Customer Journey Timeline

Salesforce Field Service Console

Technician Scheduling Calendar

Stripe Subscription Dashboard

Customer 360 View

07 Project Workflow

From Lead Capture To Recurring Customer Management

  1. Lead CaptureL1
  2. Automatic Lead AssignmentL2
  3. Sales QualificationL3
  4. Opportunity ManagementL4
  5. Automated SMS & EmailL5
  6. Quote & PurchaseL6
  7. Stripe SubscriptionL7
  8. Field Service SchedulingL8
  9. InstallationL9
  10. Customer SupportL10
  11. Recurring Customer ManagementL11
08 System Architecture

Salesforce At The Center Of The Mobility123 Ecosystem

Multiple Business Systems. One Connected Customer Experience.

Customer
Salesforce Sales Cloud
Lead Assignment Engine
RingCentral Integration
Customer 360 Dashboard
Google Contacts
Salesforce Field Service
stripe Stripe Integration
09 Technology Stack

Powered By Salesforce + Connected Business Systems

Salesforce Sales Cloud
Apex Apex
Lightning Web Components (LWC)
Java
Visualforce
API REST APIs
stripe Stripe API
Salesforce Field Service
Google Contacts API
API RingCentral API
10 Key Outcomes

Engineered for Operational Speed and End-to-End Visibility

Future Scope

The Next Layer Of Customer Intelligence

Ready To Transform The
Customer Lifecycle?

Build smarter, connected Salesforce solutions with iOPTIME.

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