Background
Lightman Investment Management is an independent investment management company specialising in European equities. Founded in 2019, and based in London, Lightman manage the assets of a UK domiciled OEIC and a Luxembourg domiciled SICAV. With a small, highly focussed team, Lightman provide high levels of customer service, with a focus on relationship management and a transparent all-inclusive charging structure.
Objectives
As existing users of Mailchimp, Lightman required their contact lists, Mailchimp campaigns and subscriber lists to be synched with Salesforce data. Furthermore, this information needed to be interacted with in Salesforce, enabling Lightman to manage Mailchimp data without having to switch between the two platforms.
Outcome
With Salesforce Sales Cloud, Lightman now has a platform that delivers a uniform engagement view of their clients, enabling them to see their client’s value, and track communications with the aid of an Outlook Integration. This supports the tracking of engagement with their clients, in a more efficient and intuitive manner. This not only allows the management team more insight into activities, but also contextually supports the ongoing relationship management of their clients.
Vendor Management played a key role in this implementation. Lightman are now able to manage their vendors and invoices in a more structured manner, including the ability to manage hierarchical accounts, at each level, and at an overall level.
Finally, a comprehensive reporting suite was delivered, providing Lightman with the ability to make informed data driven decisions.
"Steve, Mandip and the team took the time to really dissect our sales process and understand where we would gain the most valuable insights. They were able to convert broad business objectives into actionable processes and implement a system that gives us real visibility into our customers and deals. "
Phil Horton
Sales Director, Lightman Investment Group
