Our client – Clear, formerly known as ClearTax, is an Indian fintech company dedicated to simplifying finances for individuals and businesses. They offer cloud-based, AI-powered tools for GST, e-Invoicing, e-Waybill, and tax filing. Clear processes $300 billion in invoices annually and helped file over 6 million tax returns in 2020, saving Indian businesses over ₹1,000 crore in taxes each year. Serving a diverse clientele from small businesses to Fortune 500 companies, Clear leverages advanced technology and data science to create user-friendly financial planning and analysis.
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- ClearTax approached PROLIM Digital to enhance their financial services platform. Their pre-sales team faced several challenges related to B2B lead generation and consolidating all leads into a single, unified platform. Here’s an in-depth look at their challenges:
- Difficulty Consolidating Leads:
The pre-sales team faced challenges in managing and compiling leads. Leads were generated from numerous channels, making it difficult to manage, respond to, and convert them efficiently. This led to significant inefficiencies in lead management. - Fragmented Communication Channels:
The client’s communication with prospects was spread across tools like Zerobounce, Demio, and Klenty. This fragmentation created challenges in maintaining opportunity records and gaining a complete view of client interactions, making follow-ups difficult for the pre-sales team. - Inefficiencies in Tracking and Reporting:
One of the major issues was the inability to effectively monitor performance metrics and generate reports. There was no centralized way to track KPIs, which impacted decision-making due to missing or outdated data.
- Our experts at PROLIM Digital understood these challenges faced by the fintech company and used Salesforce Sales Cloud to capture ClearTax’s lead submissions and consolidate them into a unified platform. Our experts also created separate applications for their pre-sales teams based in Malaysia, India, and the GCC region. These were some of the solutions PROLIM Digital provided:
- Enhanced Sales Engagement:
We optimized Salesforce Sales Cloud to support the pre-sales team of this fintech company. This customization enabled a more intuitive and streamlined sales engagement process. By integrating with Pardot, prospects were automatically assigned to pre-sales employees, after which contact records were created seamlessly. - Demio Integration with Salesforce Sales Cloud:
The client used Demio to manage meetings, track attendees, and schedule sessions. However, limitations such as attendee caps, video upload challenges, and high pricing created inefficiencies. PROLIM Digital integrated Demio with Salesforce Sales Cloud, enabling better tracking of attendees, improved scalability, and streamlined video management, unlocking new lead generation opportunities. - ZeroBounce Integration:
The client relied on ZeroBounce for email validation but faced challenges related to pricing, limited functionality, and an outdated interface. Through integration with Salesforce, PROLIM Digital enabled email validation and delivery from a single platform. This improved bounce tracking, enhanced email deliverability, and helped maintain a clean and efficient contact database. - Integration of Klenty with Salesforce:
The client initially used Klenty for outbound lead generation but struggled with converting prospects into leads efficiently. PROLIM Digital integrated Klenty with Salesforce Sales Cloud, enabling faster follow-ups and ensuring no opportunities were missed. Incoming calls were automatically routed to pre-sales agents based on client type, reducing response times and significantly improving customer experience.
