Investment Fund Group Quick Start Case Study

October 20, 2020
Girikon

Background

Girikon entered a contract with a reputed Investment Fund Manager group that offers multiple investment options to its customers. The Investment Fund Manager aims to bring a meaningful, measurable, environmental and social impact besides financial returns. Girikon was engaged to implement Lightning enabled Salesforce Finance Service Cloud.

Girikon was evaluated against several service providers and was selected due to its past record in quick implementation for small and medium sized businesses’ as compared to other service providers. Girikon’s track record, delivery quality outcomes, efficiency, cost-effective rates, effective onshore/offshore model, and positive management of senior stakeholders were taken into consideration by the investor during the selection process. The leading investment player engaged with Girikon for a Finance Services Cloud quick start project for leveraging Girikon’s financial specialisation.

About the Investment Fund Manager

The Investment group is a leading Australian investment funds manager whose mission is to bring a positive change to the society while gaining steady financial returns. The investment company works in the context of broader impact themes such as sustainable cities, clean energy, empowered people & regenerated land, water and air. As a leading and active contributor to responsible investment, the Investment Fund Manager helps individuals, foundations, and family offices to invest in line with their values to further the mission of impact investment. The company is a member of the Responsible Investment Association of Australia and the Global Impact Investing Network.

The Problem

The Investment Group was facing difficulty in manually tracking and maintaining customer’s account, contacts, leads and opportunities including product and finance related data. The following pain points were identified during the discovery phase of the project:

manually tracking and maintaining customer

The solution

Girikon provided the client team with a scalable customer relationship solution as a quick start package that captured enquiries from various lead sources to track and manage enquiry pipeline, enable faster turnaround time for processing customer service engagement, access to complete information of the customer and their related data throughout the sales lifecycle.

The following modules are implemented to achieve a business process solution:

Capturing enquiries from various lead sources
Real time client engagement via outlook integration.
Extended data model and unified client profile
Track and manage financial goals
Making wealth management simple and easy by leveraging agile working methods
Faster turnaround time for processing customer service engagement
Complete information of the customer’s financial accounts and their related data

the-solution

The Investment Group’s Solution delivered by Girikon

Solution Inclusions and Features

Implementation of Financial Services Cloud was done to track and have a 360 view of the enquiries inflow/progress, customer details and sales pipeline while increase collaboration between various teams involved during the Sales cycle besides weekly/monthly reports and dashboards generation for better analysis of business performance.

Solution-Inclusions-and-Features

The Outcome

The Investment Group is now able to track and have a 360 view of the Enquiries inflow/progress, Customer Financial details, and Sales Pipeline. The Implementation of Finance Services Cloud has now increased the collaboration between various teams involved during the Sales and Investment process. Relationship Managers who were not able to track & monitor household relationships, financial goals, life events, and consolidated household account ensured that the Investment Group manage their client’s affairs in an appropriate manner. Better weekly and monthly Reports and Dashboards provide management with appropriate level of visibility on the Investment performance.

The efficiency of enquiry management through automation and workflows has streamlined the onboarding and sales cycle and provided relationship managers with a platform which they can trust. It is also provided them with a centralised data set that provided them with a 360 view of prospects and customers.

Investment Group

Customer Satisfaction

“The team at Girikon were knowledgeable with Salesforce, its limitations and how best to leverage the resources available to achieve the best outcome. Engagement was flexible and the team continue to support our business.”

Investment Group Implementation Program

Project Team Setup

Delivery Method:

Agile (Hybrid)

Timeframe:

6 weeks

Project Team(s) resource: Core Team:

Project Manager (1) Business Analyst (1), Salesforce Consultants (2), QA Resources (1)

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Thanks to Girikon, the client has improved their Salesforce usage, data point collection, and data analysis. The team has a great project management approach, leading to delightful interactions. Their members provide useful ideas, pay great attention to detail, and strive to deliver tasks on time.

Tom Cheetham, Sales Manager - Australia & New Zealand

Girikon developed a portal that led more of the client's users to become member portal users. The team consistently delivered expected items on time, was always patient and accommodating to the client's needs, and communicated through each stage of the project to the client's satisfaction.

Steven Tran, Salesforce Administrator

Girikon successfully migrated the client's platform and integrated the necessary APIs. They created a seamless workflow by always adhering to deadlines and addressing any queries, concerns, and requests promptly. The team also quickly understood the requirements and was easy to work with.

Natasha Porter, Operations Manager

Being our first time hearing of Salesforce, Yiannis and Mokshith really helped us get our head around what it is and what it's capable of doing. We came to them with many problems we needed solved for our Advocacy Service, and we were able to get an outcome that works great for our needs. Our day-to-day operations have been streamlined by cutting out a lot of back and forth to the students using our service with a tailor-made form that addresses all the information we require upfront, rather than later through many emails. Compared to the system we were using previously, Salesforce and Girikon together, allow us infinite opportunities to improve our service. We are continuing to work with Girikon for other projects our broader business needs and are sure the outcomes will be successful too.

Maddison Federico Student Engagement Manager

The team are engaging and knowledgeable of the product. They are capable of providing advice and recommendations for "non-technical" people?. The team are responsive and continue to support us on our Salesforce journey, no matter how big or small the question. We look forward to continuing to work with the team.

Katrina Bye Commercial Operations and International Manager

Girikon has been our trusted Salesforce advisor for 2 years. We needed a partner who really understood our unique challenges, and with their extensive experience in Salesforce consulting for the not-for-profit sector, Girikon helped us get closer to the finish line.

Jenny Davidson CEO

Girikon was excellent in suggesting and implementing what's a simple process but actually has a number of underlying processes that we now use to better forecast and report over time. If I were to say, there's probably Agile project management at its finest.

Carmelo Pellizzeri Director of Revenue Operations

As we were the first higher education institution in our region to adopt the EDA with the Student Success Hub (SSH), there was a lengthy scoping phase for this project. Girikon were excellent in assisting us with discovering our needs and how Salesforce could meet and exceed those needs.

Rob Corner National IT Manager

Girikon's attention to detail and willingness to find integrated solutions with our existing platforms was outstanding. The level of resources they provided to the engagement always made us feel prioritized as a client and kept the project on track. Overall it was the quality and level of project management that stood out across the engagement to make it so successful.

Bevan Nicholson CEO

Our experience with the Girikon team has been fantastic. They helped us develop a custom Salesforce solution to integrate our new website with Salesforce, right before the launch of one of our major annual-giving campaigns. They helped us develop a custom API to integrate our new website with Salesforce, set up our campaigns and streamlined the overall campaign and donor management process. As a small not-for-profit with limited resources, Girikon has become our go-to Salesforce partner. Thanks Girikon!

Maheen Iman Marketing Manager

Thanks so much to everyone on the team for getting Phase 2A completed on schedule.

I appreciate the cooperative spirit and the attention to detail that enabled us to streamline the entire process in order to achieve success and to meet our goals.

I couldn't be more thrilled to work with such a terrific group of people, and I'm looking forward to working with you on the next 2 phases of the project!

With many thanks,

Cesar Muradas Director of Technology

Very happy with Girikon, as they finished the project working as a team and they got really engaged with our needs and specifications. The communication was excellent and I am more than happy to recommend Girikon to anyone for salesforce projects. Keep up the good job!

George GkoumasSpecialist Technician

"Outstanding Communication"

Jack SocratousNational Product Support, Training & Marketing Manager

It was an absolute pleasure working with Girikon. In all the projects undertaken from us, they have been very helpful in building solutions for our ORG. Also, they have very competitive prices. We Will definitely hire them again for any future projects.

Ali AbbasSalesforce Administrator

Girikon has provided a great 'end-to-end' solution with a minimum of fuss and hassle. The iterative manner by which the project evolved has ensured a 'fit for purpose' outcome. Thank you!

John MitchellCEO

Short term initial engagement with real benefits from the product and solutions scoped and delivered. Good experience with an educated & passionate Salesforce implementation partner.

Chris CaddenSales Manager

The team at Girikon were knowledgeable with Salesforce, it's limitations and how best to leverage the resources available to achieve the best outcome. Engagement was flexible and the team continue to support our business.

Beau de la GardeClient and Operations Lead

?Yiannis and the team listened carefully to what I needed to achieve and delivered on time and in budget. I look to working with them again in the future.

Sinead MonaghanCommunity Development Officer

Girikon team are professional, knowledgeable with Salesforce product and meet objectives in a timely manner. They are a pleasure to work with.

Jennifer GaleaFinance Manager

The team at Girikon, they were very professional and detailed in every way! They spent a good amount of time identifying our scope and meticulously understanding our processes before we wrote a single line of code. When they presented a schedule, they stuck to it and the after development support has been top-notch. The Devs have great personalities and I have enjoyed spending time with them building the structure that supports my business. These guys are the best and we already have additional work slated to do with them. We have found a partner for life in Girikon!

Daniel GourleyPresident

From day one, I noticed several differences between Girikon and the previous firms we had worked with. The major difference was the daily communication. I was not only able to jump on a phone call once a day to answer any questions, bounce my ideas to the team and receive progress updates, but also received a daily progress report with upcoming work items.

A project handed off a project to the Girikon team will most certainly be a quality delivery on time and within budget!

Mark HomerCEO

We have been extremely impressed with all of our projects with Girikon. They have helped streamline our internal processes, and made our daily work environment a better place to be. Our work together has reduced the amount of tedious "plug-and-chug" work, helped us to innovate new processes, and allowed us to focus on helping our clients.

Joe BrodarDevelopment Strategist

We at Go! Go! World have had the pleasure of working with the team at Girikon on a very niche project involving multilingual Salesforce B2C implementation.

With brilliant analysis, planning and execution Girikon, not only delivered what we needed but also added value by recommending additional features that we did not previously think possible. Their work ethics and requirement understanding is top-notch and we are absolutely looking forward to working with Girikon for future projects.

Chris BaekCOO

I can highly recommend the Girkion Team. They have been amazing since my first contact with them via their website to our Go-Live Date.

Erin MacdonaldBroker Support Officer

Girikon were a very diligent team that helped setup our quick-start Salesforce implementation to enable us to have over 250 accounts, over 1,000 contacts and a number of opportunities transferred and then configured for our requirements.

They listened to our requirements for an effective sales engagement process to be implemented, whilst ensuring integration from Pardot was effective for a streamlined process from lead to opportunity. Our team, whilst small in numbers, are scattered around the world, so being able to implement an effective solution that could be trained quickly for users and have them aligning their use was really effective from Girikon

Daniel HibbertCommercial Director