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Unlocking the Full Potential of Salesforce: Jupiter’s Path to Efficiency

Introduction

A leading UK-based fund management group specialising in equity and bond investments, Jupiter provides a diverse range of international and UK-focused mutual funds, wealth management services, and investment portfolios. With a presence in markets across the UK, Europe, Asia, and emerging economies, the company sought to optimise its Salesforce implementation to support its expanding operations. However, they faced significant challenges with their existing setup.

Challenges

Jupiter had initially purchased Salesforce licenses in 2018, with the original implementation carried out by another partner. Over time, it became clear that the solution was underutilised and not fully aligned with their evolving business needs. Their Head of Sales approached Futureform to assess their Salesforce usage and retrain their team to maximise its potential. The key challenges included:

  • Limited User Adoption: Many team members were not fully utilising Salesforce’s capabilities, leading to inefficiencies in sales processes and data tracking.
  • Inefficiencies in Existing Setup: Workflows were not optimised, resulting in redundant manual tasks and missed business opportunities.
  • Lack of System Visibility: The organisation lacked a unified view of the client, making it difficult to track engagement, measure sales performance, and generate actionable insights.

Solution

Futureform conducted a comprehensive Salesforce Health Check to identify pain points and improvement areas. Over three weeks, our team facilitated 15 discovery workshops with 32 stakeholders across 12 business units, gaining valuable insights into their current processes, requirements, and system limitations.

Following this deep dive, Futureform delivered 75 detailed recommendations, categorised based on business priority, impact, and implementation effort. Additionally, Futureform outlined how each change aligned with best practices for asset management firms using Salesforce Financial Services Cloud (FSC).

Results

With Futureform’s guidance, Jupiter relaunched their sales organisation with a reimagined Salesforce implementation tailored to their needs. The optimised platform:

  • Enhanced user engagement by making Salesforce more intuitive and accessible.
  • Improved visibility into client interactions and sales performance.
  • Provided actionable insights that helped the company drive business growth and success.

Conclusion

By conducting a thorough Salesforce health check and providing structured recommendations, Futureform has helped Jupiter transform its sales operations and unlock the full potential of its Salesforce investment. As Jupiter continues to grow, this optimised system will serve as a scalable foundation for their long-term success in the asset management sector.