Cludo's Success Stories

Transformation of industry superannuation fund's member & employer engagement

For who

Cludo has supported a profit-for-member superannuation fund with $14 billion of assets invested on behalf of 75,000 members. It is a hybrid fund, managing both accumulation and defined benefit super schemes for over 80 large employers and hundreds of smaller enterprises Australia-wide.

Solution

Cludo developed and implemented an integrated Salesforce solution for its client to manage member, employer and key stakeholder engagement. The solution provides the organisation with a system of engagement for prospects, members and employers and integrates with the Fund’s administration platform data which is managed externally by an outsourced service provider. 

Client benefits

- Improved acquisition and retention of members and employers through an enhanced customer and employee experience

- Increased operational and service delivery efficiencies through automated workflow-driven process improvements

- Exceeded return on investment target, allowing the customer to maintain cost and performance competitiveness in the highly competitive superannuation market.

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Transformation of leadtocash process for industry leading software provider

For who

Cludo’s client provides software solutions to childcare management solutions with a market-leading product supporting over 7,000 childcare centres across Australia and New Zealand.

Solution

The solution has delivered end-to-end organisational efficiencies, increased automation across the lead to cash process, digitisation and automation across customer contracting, greatly enhanced internal user experience

Client benefits

The updated solution delivered by Cludo has allowed the organisation to increase the efficiency and flexibility of its end-to-end lead-to-cash process and markedly improve the internal user experience.

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Transformation of the customer experience and COVID-19 response using Salesforce 

For who

Cludo’s client is a non-bank lender providing growth funding options to Australian business owners.

Solution

Cludo delivered strategic advice to the client on ‘the art of the possible with Salesforce’ and then implemented a streamlined loan origination solution using Salesforce Sales and Service Clouds. Supporting strategic intent, Cludo implemented Salesforce Marketing Cloud to assist in the acquisition and nurturing of loan applicants. 

Client benefits

The solution has allowed the client to deliver a wholly transformed customer experience and increase its operational efficiency by leveraging existing data to expedite and simplify loan applications and approval. Additionally, to allow the client to respond rapidly and proactively to the challenges of the COVID-19 crisis,  Cludo extended the solution to improve support for at-scale delinquency and hardship cases for its customers.

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Deliver an holistic customer lifecycle management to registered training organisation

For who

Cludo’s client is a Queensland and NSW based hiring and staffing solutions provider and a registered training organisation (RTO) providing a connected suite of offerings to apprentices and tradespeople. 

Solution

Cludo was engaged to enhance the organisation’s Salesforce CRM. Core to the uplift was integration with the organisation’s financial and operational systems and functional realignment and extension to position the Salesforce solution at the centre of its customer prospecting and acquisition and its whole of life and alumni focus on employee and employer connectedness. 

Client benefits

In delivering the enhanced solution, Cludo has enabled the organisation to systematically support its growth objectives, improve its service delivery, improve its planning and increase its operational efficiency

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