![]() Since implementing Salesforce, iBanFirst has sparked a data revolution. “Salesforce has supercharged productivity – business is almost doubling in size every year without increasing headcount in our French office,” said Tanzilli.Īnd when the company does need to increase headcount, it can accurately predict how many people to hire in each region based on real data, and monitor their performance to identify where and when additional training is necessary. They can also see which emails have been opened to get accurate insight on every prospect and their stage in the buying journey. Salesforce Inbox is also helping the team to be more productive and better manage meetings and schedules. By moving this manual process out of spreadsheets and emails and into Salesforce, the company is faster, more efficient, and has a standard operating model across all regions. When a lead converts, the team needs to perform rigorous checks on the customer to verify their identity and ensure the business is legitimate and trading legally. ![]() “Individuals can drill down to get more insights, such as how local teams are performing and how much revenue leads are generating.” “Everyone uses dashboards, from frontline reps to regional managers, and our CEO,” said Robin Tanzilli, Head of Business Development. Data is captured in Salesforce and displayed in dashboards to give the team a clear overview of the funnel and which lead to focus on next. Today, the 50-strong SDR (sales development rep) team uses High Velocity Sales to follow up on every lead in the smartest possible way. In addition to streamlining the customer experience, Salesforce simplifies international growth and provides common processes and workflows across eight countries. The team rolled out High Velocity Sales, Service Cloud, Tableau CRM, and Salesforce Inbox, integrating the platform with its customer-facing solution and marketing tool to unlock 360-degree visibility. “To achieve that, we needed a comprehensive overview of processes and data across the business, so we decided to centralise operations on Salesforce.” “We wanted to create a high-touch customer experience from the moment a prospect signs up on our website,” said Remaud. To achieve its ambitions of becoming a leading player in Europe and beyond, the company embarked on a digital transformation to align data, processes, and roll out more automation. In 2021, the company managed more than €2 billion per month for its thousands of customers.įrom ensuring payments are processed in real time to avoiding fluctuating exchange rates and providing hedging services to safeguard profitability, iBanFirst helps SMEs to remove the barriers to international trade and provides an alternative to traditional banking services. It has offices in Antwerp, Bucharest, Dijon, Munich, Paris, Rotterdam, Sofia, and Tunis, and employs around 300 people. IBanFirst is a French business headquartered in Brussels.
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