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.
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.
Pepperstone chose Zoho 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 six6 days.
- Pepperstone has used PHP to parse the web form data into an XML string and create leads in Zoho CRM.
Tools that help us grow
What the company wishes to say to others after using Zoho CRM,
- Zoho CRM helped the company grow faster.
- Zoho CRM helped automate their marketing follow - up process.
- We are happy to integrate with other Zoho products.