PROBLEM
SaltPay is a global payments provider supporting small and medium‑sized businesses with ePOS, terminal solutions, and loyalty products across multiple markets. As the business scaled rapidly—fuelled by growth and acquisition—its legacy CRM began to restrict efficiency and visibility across sales operations.
The existing system was custom‑built, lacked mobile functionality, and required sales teams to rely on spreadsheets and disconnected tools to manage leads and prospects. This fragmented approach slowed down sales activity, limited reporting capability, and made it difficult to scale processes in line with business growth.
Key challenges included:
- Outdated, non‑scalable CRM
Sales users struggled with inefficient processes that were difficult to update and could not support rapid growth. - Lack of mobile access for field sales teams
Sales agents were restricted to desktop access, forcing duplicate data entry and limiting productivity when working remotely. - Poor lead and prospect tracking
Opportunities were stored across spreadsheets and siloed systems, increasing the risk of missed sales. - Inadequate reporting and visibility
Extracting data was slow and manual, preventing timely insight into sales performance. - Difficulty supporting an aggressive growth strategy
The existing systems were unable to scale alongside SaltPay’s expanding sales operation and acquisition activity.
SaltPay required a modern, mobile‑first CRM platform that could unify sales data, improve visibility, and support long‑term growth.
SOLUTION
Cooper Parry Digital implemented Salesforce Sales Cloud alongside Salesforce Maps, delivering a scalable, cloud‑based CRM solution tailored to SaltPay’s field‑sales‑led operating model.
The solution included:
- Salesforce Sales Cloud implementation
Salesforce became the central platform for managing leads, prospects, customers, and sales activity—creating a single, 360° view of each customer. - Custom lead management for business customers
A dedicated lead framework was built to track and progress business-only leads through the sales funnel, reducing the risk of lost opportunities. - Mobile‑first CRM experience
Salesforce Mobile was customised so field sales agents could access, update, and work with data anywhere, even when offline. - Salesforce Maps for visual territory management
Salesforce Maps enabled sales teams to visualise prospects and customers geographically, manage sales territories, and clearly identify nearby opportunities. - Automated route planning and scheduling
Route optimisation allowed agents to plan appointments efficiently using real‑time traffic and weather conditions, across both desktop and mobile. - Guided, process‑driven sales flows
Salesforce automations and guided flow screens simplified data capture and guided users through each stage of the sales journey, increasing speed and adoption. - Robust reporting and dashboards
A full suite of reports and dashboards was created, segmented by business unit, giving leadership instant access to key performance insights. - Improved data quality and governance
Validation rules ensured data was captured accurately and consistently, increasing trust in reports and dashboards. - Embedded training and enablement
Bespoke training videos were embedded into Salesforce to support rapid user adoption and ongoing enablement.
VALUE ADDED
The Salesforce solution delivered by Cooper Parry Digital transformed SaltPay’s sales operations into a scalable, insight‑driven, and mobile‑enabled platform.
Key outcomes included:
- Over 200% reduction in customer onboarding time
Automated workflows and guided processes dramatically improved onboarding efficiency. - Increased sales productivity
Sales agents gained an additional 10 customer appointments per agent per week through better route planning and mobile access. - Near‑instant reporting
Reports that previously took significant effort can now be created and run in as little as 15 seconds. - Improved visibility and control
Sales teams now have a clear, real‑time view of leads, prospects, and customers across all territories. - Smarter field sales execution
Visual mapping and automated route planning ensured no opportunities were missed and time in the field was used efficiently. - Higher user adoption
Intuitive processes, mobile functionality, and embedded training drove strong engagement across the sales team. - Future‑ready CRM foundation
The scalable Salesforce architecture supports SaltPay’s continued growth and evolving sales strategy.
