Pivotal: Salesforce delivered by Ignyto.
Ignyto implemented Sales Cloud and 123 Form Builder for Pivotal, a banking business.
Looking for a Salesforce partner? Ignyto is a Salesforce Summit partner with 115 Salesforce certifications and more than 1,000 projects delivered, working with financial services — banking organisations from London, Manchester and Dublin. See what we implement or read all 80 case studies.
Book a discovery call →Pivotal is the market leading provider of cash and transaction management services across the UK and Ireland. Pivotal services include cash in transit, coin services, atm replenishment and engineering, foreign currency services and merchant services. Pivotal currently service over 3000 UK and Ireland customers helping them to save money, eliminate risk and increase the bottom line in their businesses.
Pivotal needed a way to monitor and manage their sales pipeline and inbound leads which would help the sales team with efficiency and also provide management with a clear overview of business performance. Pivotal also required a way to track the revenue of each of their accounts and also have their sales form built within Salesforce so sales users could easily input data when out with clients.
- Create two sales processes in order to help the team track and progress sales with ease
- Configure validation and automation in order to increase accuracy and efficiency
- Set up sales reports to track ongoing sales and accounts
- Build a way to track revenue at an account level to allow for forecasting and actual comparisons
- Have their current excel form transformed into a form within Salesforce to easily capture data
Lead capture through multiple inbound sources.
Lead capture through multiple inbound sources
Sales processes with validation to enforce best practices and monitor ongoing pipeline
Ability to track forecasted revenue and import actuals against them for comparison reporting
“Ignyto have been the perfect partner to work with to build our CRM system from the start up. They really understood our needs and worked with us to perfect the system. We couldn’t recommend Ignyto enough and will use in the future as we grow the CRM functionality.”
Pivotal · Financial Services — Banking
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.
How we approach integration →Book a 30-minute call with a Salesforce consultant.
No pitch deck. We will tell you what the work involves, roughly what it costs, and whether the return is there.