Case Study: Capitalise accelerates growth and improves sales visibility with Art of Cloud

Capitalise - Customer Case Study

Capitalise, a business funding platform that connects lenders with SMEs via accountants, was growing rapidly but found that its Salesforce setup had lost effectiveness as a sales tool. Art of Cloud was brought in to help strengthen the system and support the company’s expansion.

Art of Cloud restructured the Salesforce org, established a sales process, aligned the system to key KPIs, tailored layouts to industry-specific needs, and implemented an onboarding process tool for accountants, alongside ongoing support. As a result, Capitalise gained better visibility into new customer performance, improved salesperson productivity, more accurate forecasting, stronger collaboration and communication, and vastly improved reporting to support smarter business decisions.

Capitalise

Nelson Da Silva

Chief Revenue Officer