PROBLEM
Apexx Global is a fintech platform that acts as a single connection hub for payments, unifying multiple providers through one intelligent API. The platform helps businesses optimise complex payment ecosystems using dynamic transaction routing, AI‑driven fraud management, reconciliation tools, and multi‑currency capabilities.
Apexx Global was already using Salesforce Sales Cloud Professional Edition, but as the company scaled, the platform no longer supported the complexity of its internal processes, governance requirements, or reporting needs.
Key challenges included:
- Limited automation and process capability
Salesforce Professional Edition restricted the level of automation, approvals, and validations required to support Apexx Global’s evolving sales and onboarding workflows. - Approval bottlenecks
Opportunity management required approvals from multiple stakeholders—including operations, legal, and onboarding—many of which were managed manually, slowing down deal progression. - Fragmented onboarding process
New client onboarding involved multiple handoffs across departments, with insufficient automation to move opportunities efficiently between stages. - Inadequate forecasting
Leadership lacked accurate, contract‑based forecasts for Monthly Recurring Revenue (MRR) and longer‑term performance. - Limited visibility into business performance
Management needed clearer, more granular insight into sales activity, account performance, and future revenue.
Apexx Global needed to upgrade Salesforce and introduce advanced automation, approvals, and forecasting to support scale and operational efficiency.
SOLUTION
Cooper Parry Digital upgraded Apexx Global from Salesforce Sales Cloud Professional Edition to Sales Cloud Enterprise Edition, delivering a highly automated, end‑to‑end CRM solution designed for fintech scale and governance.
The solution included:
- Salesforce Enterprise Edition upgrade
The move to Enterprise Edition unlocked advanced automation, approval processes, and custom development capabilities. - Enhanced opportunity and onboarding automation
Multi‑stage opportunity workflows were built using Salesforce automation tools and Apex, enabling opportunities to progress automatically through onboarding stages and create related records for downstream teams. - Advanced approvals and validation rules
Complex approval paths were introduced to support legal, compliance, and operational sign‑off—removing manual bottlenecks and improving control. - Custom forecasting solution
A bespoke forecasting model was built that calculates MRR and future revenue based on contract length, allowing sales teams to dynamically adjust forecasts across opportunity lifecycles. - Board‑level reporting and visibility
Custom Salesforce objects and Lightning components provide leadership with clear views of:- Monthly performance
- Account‑level revenue breakdowns
- Short‑ and long‑term forecasts
- Time‑saving task automation
Tasks and updates are automatically triggered as opportunities progress, reducing coordination effort between teams. - Extended Salesforce ecosystem
Additional tools were enabled to support compliance and operations, including:- Automated contract management
- KYC and anti‑money‑laundering screening
- Company verification integrations
- Phased rollout and enablement
The upgrade was delivered in two phases and rolled out to users with ongoing post‑go‑live support.
VALUE ADDED
The Salesforce Enterprise solution delivered by Cooper Parry Digital transformed Apexx Global’s CRM into a scalable, insight‑driven platform that supports rapid growth.
Key outcomes included:
- Significantly streamlined operations
Automated workflows now move opportunities through onboarding with minimal manual intervention. - Substantial time savings
Automation reduced coordination effort between teams, with tasks progressing seamlessly between stages. - Faster reporting
Reports that previously took time to compile can now be generated in as little as 30 seconds. - Improved forecasting accuracy
Leadership gained a clear, contract‑based view of MRR and ARR across the business. - 90% reduction in manual clicks
Process automation drastically reduced user effort in day‑to‑day CRM use. - Complete visibility across accounts and opportunities
Executives now have a single, transparent view of current performance and future revenue. - Enterprise‑ready CRM foundation
Salesforce now supports Apexx Global’s compliance, finance, legal, and customer success functions in one connected platform.
Apexx Global now operates with a robust, automated Salesforce environment that supports scale, governance, and strategic decision‑making across the business.
