Company Overview:
Our client – Clear, formerly known as ClearTax, is an Indian fintech company dedicated to simplifying finances for individuals and businesses. They offer cloud-based, AI-powered tools for GST, e-Invoicing, e-Waybill, and tax filing. Clear processes $300 billion in invoices annually and helped file over 6 million tax returns in 2020, saving Indian businesses over ₹1,000 crore in taxes each year. Serving a diverse clientele from small businesses to Fortune 500 companies, Clear leverages advanced technology and data science to create user-friendly financial planning and analysis.
Business Challenges:
ClearTax approached Kasmo as they wanted to enhance their financial services platform. Their pre-sales team faced several challenges B2B lead generation and consolidating all their leads in a single, unified platform. Let’s take an in-depth look at their challenges:
Difficulty Consolidating Leads:
The pre-sales team faced a challenge while managing and compiling the leads. They were generating leads from numerous channels which made it difficult for them to manage, respond and convert the leads. These led to inefficiencies in managing leads.
Fragmented Communication Channels:
Our client carried out their communication with the prospects through Zerobounce, Demio and Klenty. This fragmentation created issues while managing opportunity records and having an overview of the client interaction. This made the follow-up process difficult for the pre-sales team.
Inefficiencies in Tracking and Reporting:
One of the major issues that arose from the current system was – the team could not monitor the various aspects of performance and generate reports easily. There was no way of monitoring the KPIs, which caused a problem in decision-making; since important data was either missing or outdated.
Kasmo’s Solutions:
Our experts at Kasmo understood these challenges of the fintech company and used Salesforce sales cloud to capture Clear’s lead submissions and consolidated them in a unified platform. Our experts created separate applications for their pre-sales teams based in Malaysia, India and GCC. These were some of the solutions Kasmo provided:
Enhanced Sales Engagement:
We had optimized Salesforce Sales Cloud to support the pre-sales team of this fintech company. This customization enabled a more intuitive and streamlined sales engagement process. By integrating with Pardot, the prospects generated were automatically assigned to the employees at the pre-sales team after which contact was created.
Demio Integration with Salesforce Sales Cloud:
Our client used Demio to streamline their meetings, record the number of attendees and schedule future meetings. However, due to its limitations in the number of attendees, challenges during video uploads and high pricing, they wanted a solution that can remove these cons and enhance their video platform. To help our client keep track of the attendees, increase the limit of attendees and easy video uploads, our experts at Kasmo integrated this platform with Salesforce sales cloud which opened new opportunities to generate leads for their business.
ZeroBounce Integration:
This fintech company used solely relied on ZeroBounce for mailing purposes. They wanted to overcome its high pricing, limited functionality and outdated interface. Through the integration of ZeroBounce with Salesforce, all their emails were validated and delivered from a single platform. It helped them keep track of the bounce rates, improved delivery, and they could efficiently manage their contact list and improve their interface.
Integration of Klenty with Salesforce:
Our client initially used Klenty for generating leads but faced challenges in converting prospects into leads. To address this, Kasmo’s experts integrated Salesforce Sales Cloud with Klenty, enabling employees to perform quick follow-ups and ensuring no opportunities were missed. With this integration, incoming calls were automatically routed to pre-sales agents based on client type. This intelligent routing significantly reduced response times and enhanced the customer experience.
Benefits:
