Eliot Partnership: Enhancing Executive Search Efficiency in the Insurance Sector with Salesforce
The Impact Eliot Partnership transformed the way it manages executive search by implementing a customised Salesforce solution that centralises candidate tracking, invoicing, referral management, and global collaboration. With seamless Outlook integration, intuitive data entry via Grid Mate, and automated workflows tailored to business development and follow-up, the firm now operates with greater clarity, speed, and […]
Has your organisation fallen out of love with Salesforce?
Background In today’s commercial world its actually incredibly difficult to find organisations that do not have any form of CRM in place. That said, however, user adoption of CRM platforms remains incredibly low at 26% in 2020. (source AgileCRM) This equates to a mind-blowing 3 out of 4 organisations that are not getting what they want […]
5 Ways to Increase Sales Using Salesforce
As more and more companies are starting to implement Salesforce CRM, how their sales teams are putting the tool to use effectively is becoming crucial for generating leads and ultimately increasing sales. Here are five ways successful salespeople utilise Salesforce: 1. Building RelationshipsSome would argue that building strong customer relationships is the most important part of […]
Enhancing Customer Experience in the UK Financial Services Sector with Salesforce
Customer experience is a key differentiator in the highly competitive UK financial services sector. In this article, we focus on how Salesforce is helping financial institutions elevate their customer experience strategies. We explore the role of Salesforce’s CRM capabilities, including personalized interactions, omnichannel engagement, and data-driven insights. By leveraging these tools, UK financial services providers […]
Briggs
Background Briggs Fire and Security, a leading fire and security system servicing, maintenance, and installation company, sought to enhance its operational efficiency by implementing a comprehensive solution for seamless Sales to Service handover and effective management of field agents. This case study explores the successful implementation of Salesforce Core platform and Salesforce Field Services by […]
Redefining Insurance: Navigating the Digital Revolution for Enhanced Customer Experience
Introduction In recent years, insurance providers have been adapting to an increasingly digital business environment. Increased competition between insurance companies is enabled by technology that allows potential customers to thoroughly research insurance options and quickly compare quotes online. In addition, many of the processes that once involved face-to-face or phone contact are now carried out […]
Crowd With Us
Background Crowd With Us is a start-up FinTech providing borrowers with mezzanine development loans financed through it’s database of investors using it’s online platform. To date, Crowd With Us has focused on ensuring their app provides a smooth end-to-end Experience, with a focus on ease of use. The business is now at the stage where […]
Supercede
Background Supercede, the provider of a global reinsurance placement platform built for dealmakers, manages the complete placement lifecycle for the largest independent global network of reinsurance professionals, representing over 90 reinsurance broking and underwriting firms, worldwide. It captures actuarial-grade data with Supercede Analytics, and enables users to trade without cost on one intuitive placement platform. […]
Qsix
Background QSix is a specialist real estate asset manager, based in the UK with offices in Germany and the Netherlands, employing over 50 professionals. With an international team of experts, their deep and varied experience is reflected in the partnership structure. Developing long-term partnerships with varied investors, QSix generate attractive returns for their clients, whilst […]
Going Digital: Wealth & Asset Management
Introduction Wealth & Asset (W/A) Management is a sector with greater growth prospects and lower capital requirements than many other financial sectors, offering an enormous opportunity for those willing to innovate and stay ahead of the curve within the industry. The marketplace has long been a fragmented one, and a range of different professionals often […]