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Pepperstone Financial discovers "bull market" growth through email marketing and API integration in Zoho CRM. Own Kerr,CEO
IndustryCapital Markets
Size51-200 employees
TypeB2B

Pepperstone is an online retail foreign exchange broker specializing in foreign exchange ("forex") trading. 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 while also 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 chose Zoho for its extensive features, pricing and developer API documentation.

Tools that help us grow

Result

What the company wishes to say to others after using Zoho CRM,