Case Study

Gaining Increased Visibility into Client Payments

Valpak Logo

Valpak is the nation’s premier direct mailer, trusted by 34,000 businesses to drive sales and brand awareness through easy-to-measure, results oriented advertising solutions that work. For more than 50 years, Valpak has introduced millions of consumers to exciting local business offers and opportunities. Their network of 140 local offices provides unparalleled customer service and market knowledge to business owners in thousands of neighborhoods across the U.S. Each month, their Blue Envelope of savings is mailed to over 39 million demographically targeted households in 43 states. Valpak’s digital products, including and mobile apps, reach more than 4 million users a year, nearly 60% from mobile platforms. Contact them today to see what Valpak direct marketing can do for your business.

Chris Cate

Chris Cate

Chief Operating Officer & CIO

Valpak’s Existing Situation

Valpak was working from paper records, logging into their payment gateway account directly to capture payment methods and charge clients on schedule. This presented a number of challenges including:

  • No visibility in Salesforce CRM
  • Manual Tracking of when to charge clients
  • Paper-based billing and contracts
  • Striving for PCI compliance

Company Goals

  • Increased visibility into client payments
  • Automation on when to charge clients
  • Expand payment gateway options
  • Integration with Salesforce CPQ / Billing contracts
  • Allowing clients to securely provide payment information directly
  • Being PCI Compliant


Valpak chose Chargent Payments for Salesforce, based on the application having more Payment Gateway options than Salesforce Billing, and increased functionality for automation and scheduled payments. After adopting Chargent, the following outcomes were achieved:

  • Moved from paper-based to electronic consent for clients
  • Self-service payments enabled for clients
  • Increased internal visibility into payments
  • PCI Compliance

“The amount of support we received as we implemented Chargent was a direct correlation to our success. There is a high level of automation available, and we had the flexibility of being able to use some features out of the box and to customize others for our needs.”

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