Case Study

Valiance

360 Degrees of Insight.

At a Glance

Valiance were looking for a new CRM that had the capability to give their team a 360 degree view of their contacts and investments throughout the whole team and also remotely.

Products Implemented:

Salesforce Sales Cloud

The Challenge

Valiance’s growth had surpassed what their previous CRM was capable of. With a clear goal in sight the company wanted a scalable platform that could help with that growth and effectively utilise its’ large network of clients and partners.

 

Their main form of communication was through email. Valiance needed a way of giving the whole investment team a 360 degree view of their clients and how Valiance had interacted with them previously – especially on the move, as most of the team spent a lot of their time on-site with clients.

 

Finally, Valiance needed to give their team a snapshot of client’s investments in a single view; they didn’t have access to this in their old CRM as the information was in silos and not mobile-accessible.

customer presentation
customer presentation

Valiance’s growth had surpassed what their previous CRM was capable of. With a clear goal in sight the company wanted a scalable platform that could help with that growth and effectively utilise its’ large network of clients and partners.

 

Their main form of communication was through email. Valiance needed a way of giving the whole investment team a 360 degree view of their clients and how Valiance had interacted with them previously – especially on the move, as most of the team spent a lot of their time on-site with clients.

 

Finally, Valiance needed to give their team a snapshot of client’s investments in a single view; they didn’t have access to this in their old CRM as the information was in silos and not mobile-accessible.

About Valiance

Valiance is a specialist investment firm operating since 2008. One of their pillars of success is the pride they take in building close relationships with clients and offering their network to new and privileged growth capital investment opportunities.

Headquarters: London, W1S 1HN
Industry: Finance
Website: www.valiance-am.com

We were using an out of date CRM which wasn’t meeting our business needs as we were growing. Simplus came in and were great at understanding our needs and relating them in Salesforce in a way which could match our growth. Now the whole team has a 360 degree view of the company. They have provided us with invaluable after-care which has helped us adjust the platform with custom builds more tailored to our business model. We would suggest Simplus for any financial services company that is looking to implement the Salesforce platform.

Alice Penrose, Investment Relationship Manager

The Outcome

Woman-using-laptop

An important part of what Valiance does is being able to create links between customers and being able to view those links. Salesforce has given the whole team a 360 degree view of their customers. It tracks customer investments and potential links to board member positions which their previous CRM was unable to do.

 

The Valiance team spend a lot of time on the road visiting clients. Salesforce1 gives them all of the customer information they need on a mobile device, which was previously not available to them.