Evooq are a financial technology company which provides investment solutions and a wealth management platform to financial institutions such as banks, independent asset managers and pension funds. Active in the market for a few years now, they have offices in Zürich, Lausanne and Fribourg, Switzerland.
"Nexell were like the perfect partner. They developed extra tools for our business, they guided us, they showed us the way when needed and they let us learn whenever possible. Thanks to that, Salesforce is now an asset for our company."
Challenge
In 2018 Evooq were looking for a CRM solution to centralize requests from their customers and to provide customers with an even faster service.
Having selected Nexell to provide Salesforce’s Sales Cloud the details of the project’s challenges could be addressed. The challenge for Nexell was to correctly grasp the various complex and industry specific terms and working practices, in order to ensure that the solution would be applied correctly, and the challenge for Evooq was to learn all of the Salesforce terminology and possibilities.
A key challenge of this project is that the nature of Evooq’s service to its customers is a ‘one-to-many/many’ relationship: one customer’s request is submitted to many suppliers who then return multiple offers.
Solution
Evooq approached Nexell directly about providing their CRM solution, based on Evooq’s CEO’s previous good experience of working with Nexell prior to joining Evooq.
Evooq imported their own data and they went live in November 2018 with Saleforce’s Lightning version of Sales Cloud.
Gmail has been integrated and Evooq are also using the option to work with their mobile phones.
A standardized, yet customizable, email to respond to customers with their offers has been created. This solution was achieved using Nexell’s in-house development and coding.
Some widgets were built for Evooq by Nexell, but the in-depth training and handover of Sales Cloud from Nexell to Evooq means that Evooq now develop their own widgets.
Result
Everyone in the Evooq team can see the same thing, at the same time, in one system. Previously an individual had to compile all the information for a specific request and now a complete overview of which offers have been received can be seen in real-time, including via a secure mobile app. Naturally, this has increased the speed of response to the customer.
Evooq’s workflow with customers is also now more standardized: instead of creating individual emails for each customer interaction, a standardized email is available, which of course provides a considerable time saving. However the email can still be personalized and this has allowed Evooq to maintain its fresh and modern tone, as well as its special connection to its customers.
