QuidMarket is a well-established short-term loan lender, providing flexible and responsible short-term loans to thousands of people. As a fully authorised and regulated Financial Conduct Authority (FCA) approved lender, they have earned a reputation for their customer-centric approach and commitment to responsible lending.
The Challenge
QuidMarket encountered significant challenges as their business expansion outpaced the capabilities of their existing Salesforce implementation. Their Salesforce setup struggled to support the fast-paced nature of their operations, leading to inefficiencies. Additionally, the absence of a unified customer view within Salesforce hindered their ability to deliver personalised service and gain comprehensive insights into customer behavior. This disjointed approach made it difficult for QuidMarket to maintain their reputation for responsive and customer-centric service.
▹ Outpaced Salesforce Setup: QuidMarket’s rapid growth surpassed the capabilities of their existing Salesforce implementation, leading to inefficiencies in supporting their fast-paced operations.
▹ Lack of Unified Customer View: The absence of a single, comprehensive view of customers within Salesforce hindered QuidMarket’s ability to deliver personalised service and gain valuable insights into customer behavior.
▹ Inefficient Customer Service: The disjointed Salesforce setup made it difficult for QuidMarket to maintain a high level of customer-centric service, affecting their overall responsiveness and service quality.
The Solution
Aspire CRM addressed QuidMarket’s challenges by migrating their Salesforce environment to the more scalable and intuitive Lightning Experience, which better supports their expanding operations. Layout enhancements were implemented to streamline workflows, improving the team’s productivity and efficiency. The existing data model was simplified to reduce complexities and improve data accuracy. Most importantly, Aspire CRM established a single, unified view of the customer by integrating all relevant data points within Salesforce. This comprehensive view allowed QuidMarket to gain deeper customer insights, enabling them to provide more personalised services and improve overall customer engagement.
▹ Migration to Salesforce Lightning Experience: Upgraded QuidMarket’s Salesforce environment to Lightning Experience, providing a scalable and more intuitive interface that better supports their growing operations.
▹ Layout Enhancements: Redesigned the Salesforce layout to improve usability and streamline daily tasks, ensuring that the QuidMarket team can work more efficiently.
▹ Data Model Simplification: Simplified the existing data model within Salesforce to eliminate redundancies and enhance data integrity, making it easier to manage and access critical information.
▹ Single Customer View: Established a single, unified view of the customer, integrating all relevant data points to provide QuidMarket with deeper customer insights and the ability to offer more personalised services.
The Results
The partnership between QuidMarket and Aspire CRM led to transformative improvements in their operations and customer service. The migration to Salesforce Lightning Experience, along with layout enhancements, significantly boosted operational efficiency, allowing the team to manage customer applications and inquiries more swiftly. The introduction of a unified customer view provided QuidMarket with critical insights, enabling them to better understand and anticipate customer needs, which in turn enhanced their ability to deliver personalised services. Additionally, the streamlined data model and improved processes gave QuidMarket a clearer, more accurate view of their sales pipeline, facilitating data-driven decision-making and more effective management of their operations.
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Increase in operational efficiency
Improvement in customer insight accuracy
Increase in pipeline visibility
WHAT our CUSTOMERS ARE SAYING
Customer Testimonials
“Our project to enhance Marketing Account Engagement Integration with Salesforce, managed by AspireCRM, was highly successful. AspireCRM’s expertise and professionalism have greatly improved our marketing efficiency and effectiveness.“
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