Pepperstone Financial Conquers Data

Through using the Zoho CRM software Pepperstone financial was able to completely automate the marketing follow-up process freeing up their sales team

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Pepperstone Financial, a forex brokerage firm based out of Australia, was seeking a way to reduce data entry, automate email marketing and lead tracking as well as optimize conversion into live trading accounts. As a forex company it was critical for Pepperstone Financial to provide fair and transparent pricing across all major currency pairs by equipping traders with state-of-the-art trading technology and customer service. Before using Zoho solutions, Pepperstone was capturing customer data and uploading it manually into the CRM while also updating their email list. This was a tedious and time-consuming process for Pepperstone.

After careful consideration of multiple CRM platforms Pepperstone’s IT team decided to use the Zoho CRM application. They decided to go with Zoho because of their extensive features, affordable pricing, and developer API documentation. Due to Zoho’s extensive integration capabilities Pepperstone was able to integrate their website with the Zoho CRM automating the lead management process.

Through using the Zoho CRM software Pepperstone financial was able to completely automate the marketing follow-up process freeing up their sales team. Pepperstone financial plans on continuing with Zoho as well as moving forward with integrating their back-office systems with the Zoho CRM. Zoho CRM offers real and practical solutions to businesses like Pepperstone financial, automating processes that would have otherwise been mundane and time-consuming.