Strengthening the foundations to grow higher and faster
Capitalise provides an easy way for businesses to access lenders and compare their products using the capitalise platform. Capital can help secure jobs, build stronger foundations, try new ideas. They want to rethink how business is funded in this country… and that starts by acknowledging that capital can be a force for good for SME’s around the world.
Capitalise are in growth mode. They’re set to take the sector by storm and revolutionise the lending market by offering their application which connects lenders with SME’s in need of funding via accountants. Salesforce had been integrated with the Capitalise app, but had lost some of its ability to perform as a superior sales tool and needed whipping back into shape.
Re-structure the Org
Establish a Sales process
Liaise with stakeholders to understand KPI’s and reflect this inside the system
Alterations of the standard layouts to service industry specific requirements
Implement on-boarding process tool to identify key stages when on-boarding accountants
On-going support and regular visits to keep improving the skill level of key individuals
Increase visibility of new customer performance
Increased Salesperson productivity
Salesforce now set up for rapid team growth
Visibility of the inner workings of the business both on the road and in the office
Increased collaboration using Chatter
Department-wide communication about specific opportunities to increase win rate
Vastly improved reporting to allow intelligent business decisions
"Michael and the team have been fantastic on this project and I would highly recommend Art of Cloud."