PROBLEM
Util is a London‑based financial technology company on a mission to change the way the world invests by measuring the real‑world impact of companies and investments. Using machine learning and academic research, Util helps investors quantify the positive and negative impacts of corporate products on global sustainability challenges.
As a fast‑growing startup preparing to scale, Util needed to implement a CRM from scratch that could support rapid growth, provide clear sales pipeline visibility, and act as a single source of truth across sales, product, and client data.
Key challenges included:
- Building a CRM foundation from the ground up
Util required a future‑ready CRM capable of supporting sales, relationship management, and product data from day one. - Disconnected data sources
The CRM needed to integrate seamlessly with Util’s proprietary back‑end platform to avoid duplication and data inconsistency. - Lack of a single source of truth
Without one unified system, reporting accurately across leads, sales, and product usage was not possible. - Manual BAU activities
Day‑to‑day tasks such as emails, notifications, and record assignment consumed valuable time and limited scalability. - Limited pipeline visibility
As Util scaled, having a clear, real‑time view of the sales pipeline became critical for forecasting and decision‑making.
Util needed a Salesforce partner with strong startup, financial‑services, and technical expertise to deliver a scalable CRM that balanced simplicity with long‑term capability.
SOLUTION
Cooper Parry Digital implemented Salesforce Sales Cloud, designing a structured, automated, and fully integrated CRM ecosystem tailored to Util’s growth trajectory.
The solution included:
- Salesforce Sales Cloud implementation
Salesforce became the central platform for managing leads, accounts, sales opportunities, and client relationships. - Structured and uniform processes
Standardised lead, sales, and account‑management workflows ensure users capture the right data at the right time, enabling reliable reporting. - Bi‑directional platform integration
Salesforce was integrated with Util’s back‑end platform via a two‑way sync, ensuring real‑time data consistency across systems. - Declarative Salesforce automation
Automation was introduced to:- Automatically send emails to clients and prospects
- Notify users of data changes
- Assign records based on defined criteria
- Create recurring tasks across the sales lifecycle
This significantly reduced manual effort.
- Accurate reporting and dashboards
Salesforce dashboards provide real‑time insight using data from both Salesforce and Util’s proprietary platform, with scheduled reports keeping teams aligned. - Improved internal collaboration
Salesforce Chatter enables record‑level communication, ensuring consistent alignment across teams.
VALUE ADDED
The Salesforce solution delivered by Cooper Parry Digital provided Util with a scalable CRM foundation designed for rapid startup growth.
Key outcomes included:
- A single source of truth
All sales, client, and product data is now captured in one system, improving confidence in reporting and decision‑making. - Reduced manual workload
Automation freed up significant time each week, allowing teams to focus on higher‑value work. - Improved pipeline visibility
Real‑time reporting delivers greater clarity over sales performance and future opportunities. - Faster, data‑driven decisions
Accurate dashboards support strategic planning as Util continues to scale. - CRM built to scale
Salesforce provides Util with a flexible platform that can evolve alongside product development and market expansion. - Strong user adoption
Clearly defined processes and automation ensured users could adopt Salesforce quickly and confidently.
