Our Solution
1. Understanding their objectives
Throughout the discovery period, AdaptIQ gained full understanding of QSix’s business processes, and we were able to advise on the design and technical configuration of the proposed solution, using Salesforce Sales Cloud. Of particular importance at this stage was to understand the compliance procedures involved, as well as the reporting and dashboard requirements.
2. Defining their Approach
With QSix’s requirements in mind, our solution was established to ensure adherence with regulatory protocols and compliance procedures. Through investor nurturing and data-driven fund management, we ensured that our solution would not only support QSix’s existing processes, but also improve the efficiency and efficacy of these processes.
3. Customisation
Adapt IQ customised Salesforce allowing different users to have an experience tailored to their role. This more versatile system would increase user adoption by simplifying the system for all users. Automations were configured to streamline existing processes, automate repetitive tasks, and crucially- alert relevant parties within QSix of any changes that may affect the compliance status of investors.
4. Delivery
As a result of regular touchpoints and ‘show and tell’ engagements with QSix, Adapt IQ were able to provide confidence and initial familiarity with Sales Cloud, and also enhance the solution progressively.
To ensure seamless user adoption, we created fully customised and comprehensive training material, which was delivered to QSix in a ‘train-the-trainer’ approach in its primary use. The training material was then also provided to QSix to act as a resource for future benefit.
