Case Study - Pepperstone Financial

Effectively this has saved us a great deal of time and energy in the processing of new customer applications. This is priceless to such a fast growing company.Owen Kerr, CEO

About Pepperstone

Pepperstone Financial is an execution only forex brokerage firm. The company provides access to fair, competitive and transparent pricing across all major currency pairs by equipping traders with best-in-class trading technology and customer service. The company is based in Melbourne, Australia.

Challenge

Pepperstone needed a way to reduce data entry, automate email marketing, lead tracking and optimize conversions into live trading accounts. Their existing solutions meant capturing customer data and manually entering it into the CRM whilst adding it to email lists and trying to juggle it all. With Pepperstone's explosive growth, this would have been a full time job.

Solution

Pepperstone's IT team were looking at several CRM solutions including Salesforce, SugarCRM and Zoho. Zoho was chosen hands down for its extensive features, pricing and developer API documentation.

• Pepperstone uses the Insert API method to integrate with Zoho and has been very pleased with the results.
• Pepperstone uses a Cron job to schedule the creation of the API ticket every 6 days.
• Pepperstone has used PHP to parse the web form data into an XML string and create leads in Zoho CRM.

Result

Owen Kerr, CEO of Pepperstone Financial, says, "this has saved us a great deal of time and energy in the processing of new customer applications. This is priceless to such a fast growing company. We have also used the Zoho Autoresponders to completely automate the marketing follow-up process, freeing up our sales team. The next stage of the development will be to integrate across Zoho Creator, CRM and our back office systems"