Posts in Case Study

Case Study: Fintech

October 12th, 2020 Posted by Case Study 0 thoughts on “Case Study: Fintech”

Case Study:

Fintech Co.

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Fintech Co.

A leading UK financial services company offers lending and credit facilities. The company has ambitious goals to disrupt the B2B and consumer lending markets, helping their money to go further. 

Industry: Fintech Co.       Sector: Start-up

Challenge:

The Fintech company invested in Salesforce CRM to help manage their customer data. As the business grew quickly, the existing implementation quickly became not fit-for-purpose. 

The main challenges we identified were;

  • A heavy reliance on manual processes which slowed down turnover and reduced the quality of data
  • Large amounts of unused fields that generated a lot of technical debt and made for a poor user experience
  • Fragmented document management processes that made developing a complete view of each process difficult and time consuming

 

This implementation of Salesforce in the company’s infancy resulted in poor user experience and adoption. Moreover, instead of the single view of the customer they’d hoped for, they had fragmented data and inefficient business process.

Solution:

The Fintech company engaged Trigg Digital to act as an important partner for their growth and expansion. 

Using a combination of Salesforce Sales Cloud and Pardot, the Trigg team set up the Fintech company for growth. 

Our solution:

  • Perform an audit of the company’s existing implementation.
  • Designed and implemented a solution for end-to-end automation that began at a customer portal and ended with a loan offer. This included third-party integrations for credit checks, identity authentication and property valuation all processed and stored on the Salesforce Platform.
  • Designed and built a customer portal that was integrated into their Salesforce system
  • Created easy-to-use, aesthetic user interfaces to help user adoption and utilisation
  • Document management tools were implemented on the platform to allow for easy and secure document processing
  • Removed technical debt for a seamless user experience

 

The ambitious project was delivered with phased timelines to achieve immediate impact.

Products

What do our customers say?

“Working with Trigg Digital has been an excellent experience for us as they have provided our team with hands on training and upskilling throughout the process. They have unrivalled knowledge of what best practice is for Salesforce but also in overall technical project delivery. The key thing for us was around speed and quality of delivery on which they have been able to deliver on.”

Fintech Co.

Result:

The Fintech company have worked with Trigg Digital for 4 months and developed a strong relationship, with Trigg acting as an extension of the team.

We also leveraged our in-house experience to coach Fintech Co to be able to self manage their Salesforce CRM system 

Results:

  • Implemented end-to-end process automation within 4 months
  • Delivered application conversion improvements of 60%+
  • Established technical delivery processes enabling regular sprints and automated deployment process

Contact us today to find out how to find out more

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    Case Study: FluidOne

    October 6th, 2020 Posted by Case Study 0 thoughts on “Case Study: FluidOne”

    Case Study:

    FluidOne

    ResizedImageWzYwMCwyMjVd-Fluid-One-logo-png

    FluidOne

    FluidOne is a UK based Telecommunications company offering high quality, secure data, voice and cloud solutions.

    Industry: Telecommunications       Sector: Mid-market, B2B

    Challenge:

    Whilst FluidOne had a deployed, bespoke, CRM, they didn’t have end-to-end visibility of the customer and were working in silos across marketing and sales.

    The main challenges we identified were;

    • Legacy sales systems struggled to provide visibility 
    • Marketing automation did not automate lead capture from web
    • Sales forecast and activity management did not have consistent processes
    • Siloed insight across team
    • Limited sales pipeline tools

    Solution:

    FluidOne engaged Trigg Digital to design and implement a CRM solution that streamlines the marketing and sales process from acquisition all the way through to retention.

    Our solution:

    • Build and rollout an advanced Salesforce Sales Cloud solution with marketing automation
    • Business process optimisation for sales, making it much easier to manage and view pipeline
    • Integrated website, email and call tracking activity to provide a single view of customer interactions with complete transparency from first contact to opportunity closed won
    • Implemented first click/last click attribution modelling to optimise marketing spend, drive an increase in conversions and improve ROI
    • Deployed advanced white space analysis to increase upsell and cross-sell opportunities through automation and next best action framework
    • Data cleansing and deduplication to improve data quality and visibility for the sales teams
    • Optimise sales feedback tools for better management and visibility on the pipeline
    • Introduced BANT and SCOTSMAN Sales methodologies to improve Sales processes

     

    The FluidOne team also decided to take advantage of Trigg’s Managed Service package, giving them ongoing access to Trigg Digital’s expertise.

    Products

    What do our customers say?

    “Trigg Digital have great expertise in Salesforce combined with strong client engagement. They worked closely with us to form strategy and requirements, and the implementation was fast, flexible and focused. I couldn’t recommend them enough, a real breath of fresh air.”

    Russell Horton, CEO

    Result:

    FluidOne has seen a direct impact on business metrics with increases in user adoption and process utilisation, marketing spend efficiencies and reductions in cost due to manual processes that were heavily reliant on people and the retirement of legacy on-premise systems. But most importantly, smiles on the faces of the sales and marketing teams as they work together 

    Results

    • First sales team onboarded to Salesforce Sales Cloud within 3 months
    • Increased business user and process adoption by 30%, improving sales team productivity and morale
    • Data quality improvements leading to 10% more effective marketing and sales campaigns
    • Improved accuracy of sales forecasting
    • Improved work prioritisation to focus on bids most likely to be won
    • Increased efficiency via marketing automation resulting in reduced operational costs 
    • Now have the ability to respond to leads within 30 minutes, improving closed won opportunities

    Contact us today to find out how to find out more

    Fill out the form below to and we’ll get back to you right away.

      First Name

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      Job Title

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