One way of working after multiple acquisitions.
Ignyto implemented Salesforce Sales Cloud, Pardot and Salesforce CPQ for Glantus, an accounts payable technology company, giving sales, marketing, finance and compliance one centralised system and a 360-degree view of customer data after a run of acquisitions.
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Book a discovery call →Glantus uses solutions and technology to assist companies in realising the potential within their accounts payable, to drive real-time profitability, performance and progress.
This is achieved through end-to-end, human-friendly AP solutions that layer onto existing systems to bring down costs and reduce complexity while delivering new revenue streams.
Following multiple acquisitions, Glantus required a centralised system serving sales, marketing, finance and compliance departments.
The system would be used daily by those teams to improve efficiency and create one unified way of working, with a 360-degree view of customer data.
It also had to hold up on data compliance, with automated and manual processes in line with GDPR, and be scalable enough to extend in later phases.
- Marketing solution to ensure consistent customer communications and branded forms to capture customer information in-line with GDPR
- Being able to associate assets and prospects to campaigns to produce detailed reports on marketing ROI
- Lead pipeline management which made it easy to qualify data
- Create multiple sales processes to allow the sales team to track and progress sales with ease
- Complex product management which included the ability to add discounts and create product bundles
- Approval process for applying discounts
- Configure validation and automation throughout the sales pipeline to improve accuracy and efficiency
- A way to log and track customer product surveys to assist operation teams
- Reporting solution to track marketing, sales and product performance throughout the entire system
- Data compliance processes which were inline with GDPR
- Build a scalable structure that can be further enhanced in future phases
What the platform changed.
Ability to communicate effectively externally with customers via easy to use marketing solutions
Branded forms to capture Glantus customer data and create a validated lead funnel
Sales and product processes, validation, approval processes in place to enforce best practices and monitor ongoing pipeline
Marketing dashboards detailing campaign performance and ROI
Forecasting and reporting to provide an accurate overview of all areas of business performance
Internal system and email alerts to the appropriate parties to ensure timely task completion
Automated and manual processes to help manage data compliance in-line with GDPR
“Ignyto were a dream to work with from the outset of the project. From requirements gathering to workshop facilitation, playback sessions to user testing, and data migration to training, they provided the best guidance and proactive communication to do the best job possible.”
Glantus · Software development
Integration, where the systems need it.
Salesforce rarely stands alone. Ignyto builds the integration layer in-house — MuleSoft certified, with native APIs where a connector does the job.
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