Customer Success Story
Laying the Right Foundations
Established in 2000, Redwheel is an independent investment organisation specialising in active equities and convertible bonds. Managing $17.6 billion through eight autonomous investment teams, Redwheel offers four equity capability sets and a diverse of convertible bond strategies. With offices in London, Miami, Singapore, and Copenhagen, the firm supports a global client base through sales and client service teams, both centrally and on-the-ground in key regions to meet diverse client needs worldwide.
Industry
Financial Services
Users
~41
Salesforce Products
Sales Cloud
Account Engagement
“
The team are knowledgeable and great to work with. We work in a complex industry and it is difficult to find partners who take the time to understand the needs as a business. I appreciate the effort that all involved took to ensure that they made quality recommendations that we can use.
The Challenge
- User adoption was a key challenge, with many users struggling to engage due to perceived complexity in system processes that should have been simple and intuitive.
- Key stakeholders were cautious due to limited understanding of the current system configuration.
- While there was a desire to improve, Redwheel wanted to ensure they were building from a solid foundation.
The Solution
- Carried out an Account Engagement audit, including a customer journey mapping session.
- Insights from this led to a full Salesforce audit covering configuration and custom development.
- Delivered a high-level summary to help Redwheel understand their current setup with recommendations for improvements.
The Impact
- RedWheel now feels more confident to begin system clean-up and improvements.
- Created a clear path for broader system enhancements aligned to business goals.
- Laid the foundation for a stronger, more sales-enabled CRM through an ongoing strategic partnership.
Migrating to the Next Generation of Quoting
Empowering Self-Service Data Importation
Transforming Estimates for a Global Manufacturer
Simplifying Revenue Tracking with Salesforce CPQ
Targeted Sales Enablement for Users
From Spreadsheets to Salesforce: A Smarter Way to Sell
Account Engagement – Friend not Foe
Creating a seamless membership experience
Aligning Marketing and Sales for a Global Insurer
The Space Aldgate,
Irongate House,
22-30 Dukes Place,
London EC3A 7LP
Irongate House,
22-30 Dukes Place,
London EC3A 7LP
