PROBLEM
Cudo is the world’s first global carbon‑neutral cryptocurrency mining software platform, built on the principle of using idle computing power for good. With a fast‑growing customer base and a mission‑driven product, Cudo needed systems that could support scale, improve visibility, and strengthen both sales and customer service operations.
However, Cudo’s existing CRM setup—based on Zoho CRM and Excel spreadsheets—no longer met the needs of the business.
Key challenges included:
- Limited CRM flexibility and reporting
The existing system could not capture detailed data or support advanced reporting, forcing teams to rely on manual processes outside the CRM. - Lack of structure in the sales process
Opportunities were difficult to track consistently, making it harder to progress and close deals efficiently. - Separate sales and service systems
Sales and support teams worked from different platforms, resulting in fragmented customer views and reduced service quality. - Restricted automation and configuration
Zoho CRM lacked the automation and customisation ability needed to reflect Cudo’s evolving business model. - Underdeveloped customer service capability
Cudo wanted to provide a more robust, self‑service support experience for customers, including case tracking and improved response visibility.
Cudo needed a scalable CRM platform that could unify sales and service data, improve reporting, and support a stronger customer experience.
SOLUTION
Cooper Parry Digital migrated Cudo from Zoho CRM to a connected Salesforce platform using Salesforce Sales Cloud, Service Cloud, and Experience Cloud, creating a single, structured system for sales and customer support.
The solution included:
- Salesforce Sales Cloud implementation
A structured, visual sales journey was built within Salesforce to guide teams step‑by‑step through lead and opportunity management. - Sales automation and guidance
Automations prompt users to take action when opportunities stall, encourage re‑engagement, and celebrate closed‑won deals—helping reinforce consistent sales behaviours. - A single source of truth
Salesforce unified leads, contacts, accounts, and service data into one platform, providing full visibility across all customer interactions. - Salesforce Service Cloud deployment
Service Cloud introduced structure and transparency to support processes, improving response times and internal awareness of active cases. - Custom customer service portal
A bespoke Experience Cloud portal allows customers to log and track support cases, reducing inbound queries and improving self‑service. - Time tracking and service analytics
Teams can now log time spent on cases, enabling better workload visibility and performance analysis. - Advanced reporting and dashboards
Automated reports are generated and delivered to stakeholders on a scheduled basis, supporting smarter, data‑led decision‑making. - Email synchronisation
All customer communications are logged centrally, enhancing account management and contextual customer service. - Training and adoption support
Ongoing enablement ensured teams adopted the new system confidently and consistently.
VALUE ADDED
The Salesforce solution delivered by Cooper Parry Digital enabled Cudo to evolve from a fragmented CRM setup into a unified, scalable sales and service platform.
Key outcomes included:
- Faster lead response times
Structured workflows and automation ensured opportunities were actioned promptly. - More consistent and effective sales execution
Guided processes helped teams track and progress opportunities more reliably. - Improved customer service experience
Structured case management and a self‑service portal enhanced visibility, response speed, and customer satisfaction. - Optimised account management
Teams now view full customer histories—across sales and service—in one place. - Significant time savings
Automated reports and notifications removed manual admin and spreadsheet dependency. - Greater business insight
Real‑time dashboards provide clarity on sales performance and service workloads. - Successful CRM migration with minimal disruption
The transition from Zoho to Salesforce was completed earlier than planned, with strong user adoption.
Cudo now operates on a modern, flexible CRM platform that supports its mission‑led growth, strengthens customer relationships, and scales with the business.
