PROBLEM
As one of the world’s fastest‑growing fintech companies, Revolut was operating across multiple systems including HubSpot, internal platforms, Jira and Google Sheets. This fragmented setup made it difficult for sales, service and marketing teams to access up‑to‑date information, automate processes and gain a single, reliable view of customer data.
Revolut needed a scalable CRM platform that could integrate multiple data sources, support automation across the entire lead‑to‑opportunity lifecycle, validate data at critical points, and enable better, faster decision‑making as the business continued to grow globally.
SOLUTION
Revolut partnered with Cooper Parry Digital as its digital transformation partner to design and deliver a bespoke Salesforce‑based digital growth platform tailored to its agile, high‑growth environment.
We worked closely with Revolut to implement a global CRM solution that included:
- A single source of truth by integrating multiple external and back‑office systems into Salesforce
- Advanced lead and opportunity management, including custom record assignment and guided sales processes
- Enhanced data validation, reporting and opportunity value calculation
- Multiple real‑time integrations, including back‑office systems, Jira and LinkedIn Sales Navigator
- Custom product management to support Revolut’s diverse offering
- Sales Enablement tools to onboard and train teams at scale
The solution was designed, built and deployed globally in a matter of months.
VALUE ADDED
- A unified, real‑time view of customer and sales data across teams
- Reduced manual effort through automation and streamlined workflows
- Improved data accuracy, consistency and trust
- Faster, more informed decision‑making across sales, service and marketing
- Strong user adoption, supported by integrated training and enablement
- A scalable Salesforce platform capable of growing alongside Revolut
All functionality was delivered in under four months, supporting Revolut’s continued global expansion and helping teams work more efficiently, collaboratively and data‑driven at scale.
