Laying the Right Foundations
Complex processes and cautious stakeholders hindered Redwheel's CRM adoption. Nebula's Account Engagement and Salesforce audits mapped the journey, restoring confidence and delivering a strategic roadmap for a powerful, sales-enabled CRM.
- Account Engagement
- Sales Cloud
Redwheel & Nebula
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 range 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.
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 a limited understanding of the current system configuration.
- While there was a desire to improve, Redwheel wanted to ensure it was building on 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 about beginning system cleanup 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.
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