Crowdcube is a leading equity crowdfunding platform for entrepreneurs of start-ups and growing businesses to connect with potential investors. Dedicated to helping UK-based entrepreneurs raise finance to start or grow their business, Crowdcube gives investors real equity in the companies they fund. Crowdcube uses the web-based notion of ‘crowdfunding’ where a community of like-minded people pool their money and knowledge together to back an idea, business or person.
Crowdcube were an existing user of Salesforce for many years, but due to the company growing at such a fast pace, the Org took a life of its own. Each department had their say in how Salesforce should be implemented, this resulted in not one individual having a holistic view of the whole customer journey. This created a lack of user adoption, and frustration between teams once a customer moved to a new stage of the journey.
The Crowdcube team wanted to migrate to the Lightning experience but were unable to do so due to the complexity of their Org. Multiple third party applications were installed, often overlapping in functionality, taking up storage space but underutilized by the team. Corona pandemic broke out in the middle of the project schedule.
The EMPAUA team took a holistic approach to the design of their new environment to make sure each stage of the Crowdcube launch process was captured in a system that was easy to use. We worked closely with the client to redesign their Salesforce structure and introduce custom objects to better track collaboration between the teams. Collaborated with the client to review and delete Applications that were not being utilized by the team.
This not only reduced the client license cost but also released much needed Salesforce storage. We also introduced integration to their internal ADMIN system for tracking the status of a Pitch which before operated as an independent system. Last we migrated to Lightning which allowed us to better set up the UI to enhance the usability of the system.
Due to Corona, the team had to adapt from an onsite delivery approach to a fully remote one for the safety of the team.
As a result, the new Crowdcube org is carefully designed to make sure that the system is easy to use, while also maintaining a data model that allows for better reporting. User adoption has greatly increased as the new system is much easier to use by the different teams, ensuring they are more accountable for their actions.
The new system administrator participated in the project and is committed to maintaining the integrity of the new Org. The users love Lightning! Despite the transition to a remote team the client went live on time with their new solution and has successfully adopted the new Salesforce Org.
Data quality has improved considerably, particularly capabilities regarding forecasting and revenue recognition. The entire business is now utilising the platform and Salesforce is now no longer a taboo word.
