Online-trading company 

The client is a trusted international brand with 20+ years of financial and online-trading experience. Client solutions serve users in over 120 countries around the globe. The company offers various trading platforms and opportunities to earn with the help of foreign exchange professionals, dealers, brokers, and treasury managers whose primary goals are education and networking for its members.

The company used a self-made interim CRM with complicated and time-consuming processes management. Management decided on increasing employee performance and involvement of new traders. To complete this task, the CRM required an upgrade. 

Considering the number of clients and offices, the decision to implement Salesforce CRM was made. MD Cloud team was happy to help.

Service Cloud and Sales Cloud solutions were integrated with Salesforce. The systems help to efficiently communicate with customers and manage customer products during calls. Service Cloud allows multilevel omnichannel approach (email, SMS, push, inbox, messenger) and communication scenarios with a focus on engagement. The following results have been achieved since the project took place:

• Successful integration with messengers and chatbots
• Salesforce works as a single interface for 1-to-many communications (email, SMS, push, inbox, messenger)
• Sales Cloud provides a unified view of customers with the full set of sales force automation capabilities
• The platform provides customers, employees, and agents with a single sign-on into Salesforce from 3 different systems.

As a result, Client management has an opportunity to see results of manager activities and dynamics of demo account opening and trading in real time. Online analytics provide employees with a clear picture of sales efficiency, help with uncovering new customer segments/clusters and allow reacting promptly to market trends.