Case Study: Capitalise achieves improved sales visibility and forecasting with Art of Cloud

Capitalise boosts sales productivity and forecasting with Art of Cloud

Capitalise, a platform connecting businesses with lenders, faced a challenge with its Salesforce implementation as the company entered a significant growth phase. The system had lost its effectiveness as a sales tool, hindering their goal to revolutionize the lending market. They engaged Art of Cloud to whip Salesforce back into shape and strengthen their operational foundations.

Art of Cloud restructured the Salesforce org and established a defined sales process tailored to Capitalise's industry-specific needs. The solution included implementing new onboarding tools and improving reporting, which resulted in increased salesperson productivity and accurate forecasting. The vendor's work provided the visibility and infrastructure needed for rapid team growth, and the ongoing support helped improve the skill level of key individuals.

Capitalise