The Before
Capitalise was scaling quickly, but its Salesforce setup had lost its value as a sales tool after being integrated with the company’s lending platform. Sales processes, reporting and onboarding needed a clearer structure to support growth.
The After
We restructured the org, defined the sales process, adapted layouts and reporting to the business, and built an onboarding process for accountant partners. Stakeholder KPIs were reflected in Salesforce, backed by regular support and skills development.
The Results
Capitalise gained clearer customer performance, more productive salespeople and more accurate forecasting. Teams can collaborate around opportunities, make better decisions from improved reports and grow with a Salesforce platform designed for the next stage.
