From Hurdles to High Performance: How Futureform Tailored Salesforce for Copper Street Capital

Introduction

Copper Street Capital LLP, a specialised alternative investment firm, focuses on value-driven financial sector opportunities. When the firm decided to transition from their existing CRM to Salesforce, they required a customised solution aligned with their private equity operations and document-sharing needs. Futureform was selected to implement a tailored solution that would address Copper Street’s unique requirements and ensure a smooth transition.

Challenges

The CRM migration presented several challenges:

• Project Delays: Copper Street’s initial response times were slow, necessitating a Change Request (CR) to extend timelines.
• Advanced File-Sharing Needs: During the discovery phase, it became clear that Copper Street required advanced document-sharing capabilities. However, their existing Salesforce licenses lacked the necessary permissions, adding complexity.

Futureform responded by arranging for private equity-specific training to boost engagement. Additionally, our team collaborated with Salesforce to secure the essential Community Plus licenses at no extra cost, ensuring Copper Street’s requirements were met without affecting the project budget.

Solution

Futureform provided a bespoke Salesforce solution designed specifically for Copper Street’s needs, including:

• Private Equity Template Installation: Futureform implemented a Salesforce template tailored for private equity firms. This setup included campaign features to allow Copper Street to efficiently send monthly newsletters to their clients.
• Custom File-Sharing Community Portal:
  • Single Page Access: The custom-branded portal enabled users to manage all shared files from a single page, simplifying document access.
  • Salesforce Libraries Integration: Using Customer Community Plus licenses, Copper Street could securely share documents with specific users, meeting their advanced file-sharing needs.
  • Custom Branding: The portal was fully branded to reflect Copper Street’s identity, providing a seamless, professional experience.

Results and Impact

The solution provided by Futureform delivered significant benefits:

• Enhanced Client Engagement: Once training was delivered, Copper Street’s engagement with the project improved, accelerating completion.
• Efficient Document Sharing: The community portal allowed Copper Street to securely share critical documents with selected users, streamlining communication and saving time.
• Cost-Effective Licensing: By negotiating for the necessary licenses at no added cost, Futureform ensured a cost-effective solution without inflating the project budget.

Conclusion

Despite early challenges, Futureform successfully guided Copper Street Capital through a customised Salesforce transition, tailored specifically for private equity and document-sharing requirements. Through expert training and a branded community portal, Futureform enabled Copper Street to overcome initial hurdles, leading to a more efficient CRM system that enhances client communication and internal operations. Copper Street Capital now benefits from a Salesforce solution that is both efficient and cost-effective, supporting their long-term growth.