PROBLEM
Quadrature, a global algorithmic trading firm operating in the financial services sector, experienced rapid growth that outpaced its internal systems and processes. As teams adopted multiple tools to meet evolving needs, the organisation faced increasing fragmentation across data, communication, recruitment, and reporting workflows.
Key challenges included:
- Disparate systems and data silos
Teams relied on disconnected tools that were not integrated, leading to inefficiencies, duplicated effort, and reduced visibility across departments. - Inefficient recruitment processes
Fragmented recruitment data made it difficult to tag specialist skills, match candidates to roles efficiently, and move quickly in a highly competitive hiring market. - Communication gaps
Separate platforms for email, messaging, and collaboration hindered seamless information flow and created delays in decision-making. - Manual processes and limited automation
A lack of automation slowed workflows and prevented accurate, real-time reporting, limiting leadership’s ability to make informed decisions. - Disconnected document management
Business-critical documents stored in Google Drive were not directly linked to customer or project records, creating accessibility challenges and workflow friction. - Data security concerns
Multiple systems increased the risk of unauthorised access and made it harder to enforce consistent security controls and confidentiality standards.
Quadrature needed a scalable, secure, and integrated CRM solution that aligned with its long-term growth strategy and stringent security requirements.
SOLUTION
Cooper Parry Digital delivered a comprehensive Salesforce Sales Cloud implementation, designed to centralise data, improve automation, and connect key business systems into a single, secure platform.
The solution included:
- Centralised CRM with Salesforce Sales Cloud
Salesforce became the single source of truth, bringing together data from across departments and creating a unified operational view. - Enhanced communications and collaboration
- Einstein Activity Capture (EAC) was implemented to synchronise and log emails and calendar activity directly into Salesforce
- Slack integration enabled real-time collaboration and ensured conversations were captured within the CRM context
- Integrated recruitment capabilities
Salesforce was integrated with Quadrature’s recruitment system using custom objects and Topics for skill tagging.
A bespoke matching component automated candidate-role matching, significantly reducing manual effort and accelerating the hiring process. - Improved data visibility and document management
Salesforce Files were integrated with Google Drive, allowing documents to be linked directly to accounts and projects.
A custom Contracts object enabled centralised contract storage, renewal tracking, and automated notifications. - Structured case and enquiry management
Salesforce Cases were introduced to manage broker and vendor enquiries, delivering a structured workflow, faster response times, and improved reporting. - Advanced automation and reporting
Integration with Asana and Quadrature’s Portfolio Management System allowed Salesforce opportunities to drive cross-department workflows using predefined templates, improving transparency and oversight. - Robust data security
Single Sign-On (SSO) and Salesforce sharing rules ensured sensitive accounts and projects were accessible only to authorised users, meeting Quadrature’s strict security and compliance standards.
VALUE ADDED
The Salesforce implementation delivered by Cooper Parry Digital transformed Quadrature’s operations into a cohesive, scalable, and secure CRM ecosystem.
Key outcomes included:
- A 360° view of customers and projects
Centralised data enabled teams to access complete, accurate information, improving collaboration and decision-making. - Greater operational efficiency
Automation reduced manual processes across recruitment, case management, contract renewals, and reporting. - Faster, more effective recruitment
Automated skill matching and streamlined workflows helped Quadrature attract and secure specialist talent more quickly. - Improved communication and transparency
Centralised communications within Salesforce eliminated information silos and boosted internal productivity. - Enhanced security and governance
Consolidated systems and controlled access increased data protection and reinforced customer confidence. - A scalable, future-ready platform
The flexible Salesforce architecture supports Quadrature’s continued growth, innovation, and evolving operational needs.
