Changing the way your business manages capital, forever.
Raising and managing capital used to be complicated. Globacap changed that. Their end-to-end solution doesn’t just keep things in order, it revolutionises the way businesses think about capital. Their suite of tools overhauls the way companies manage all sides of business capital. From share registries and private placements all the way to liquidity rounds and automated settlements.
The Challenge
Globacap received funding, hired a trail-blazing CRO with a proven track record and then set some ambitious targets to grow the organisation.
When Globacap first started speaking to us, they were using Hubspot and it immediately started to crack under the stress of a growing organisation. Hubspot is a great tool but, by design, is rather inflexible, given they are really meant for micro-businesses as a ‘starter CRM’, serving this purpose brilliantly up until now. However, when you’re building a business that’s scaling as fast as Globacap – you need a much more scalable and flexible solution to provide that solid foundation.
Globacap want to increase revenues by 600%. They’ll need to add headcount quickly as do most FinTech/FinServ businesses in this situation. The business naturally had some fears surrounding the on-boarding of new Sales people in such a short period of time so it was very important for Art of Cloud to roll out a solution that’s easy to adopt, providing a simple user interface whilst still being able to manage a sales cycle that could be complex.
The Solution
- Implementation of Sales Cloud
- Integrations with peripheral systems (DocuSign, Beauhurst, PowerBI etc)
- Implementation of a ‘High Accuracy’ gated sales process
- Custom module for ensuring data accuracy whilst maintaining ‘usability’
- Work with key stakeholders to understand KPI’s and reflect this inside the system
- Alterations of the standard layouts to service industry specific requirements of the financial sector
- A start-to-finish solution in less than 2 months
The Results
- A guided on-boarding process for new sales hires
- Incredibly accurate data due to gated sales process
- Automatic linking of email activity
- Salesforce now set up for rapid team growth
- FinancialForce rolled out to connect Sales and Finance
- Increased collaboration using Chatter
- Vastly improved reporting to allow intelligent business decisions
