Prosperity Capital

Challenges

• Inability to communicate timely and accurate client activity and sales opportunities across teams and locations
• Lack of central database to enable client and prospect segmentation for marketing purposes
• Variations in sales processes across teams and offices and inconsistent and manually intensive reporting methods
• Concerns amongst some team members over data sharing, presenting a potential challenge to user adoption
• Data held by users in disparate formats and templates plus database managed by a third party

What we did

• Deployed salesforce.com to 27 users in London and Moscow; elapsed time of 4 weeks
• Cleansed, enhanced and de-duplicated account, contact and transaction data; imported data into salesforce.com
• Defined and agreed consistent processes across teams
• Established business rules to govern data access and sharing
• Built extensive dashboards and underlying reports for efficient and effective reporting
• Integrated salesforce.com with third party application for automated mass email capability
• Trained users in both locations and set up supporting infrastructure

Results

• 100% user adoption
• Significant increase in marketing activity and sales results
• Streamlined management reporting saving extensive time and effort in data gathering and collation

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