Salesforce implementation for IC Markets

As one of the world’s most renowned Forex brokers, IC Markets wanted to better serve its 200,000+ active clients worldwide by going digital.

The challenge

The goal was ambitious: replace a 10-year-old legacy CRM system with Salesforce and fully automate all core business processes. As an experienced digital transformation advisor and Salesforce partner, Vention was fit for the job, so our team of senior developers and Salesforce specialists set to work.

Our impact

• We interviewed key users and performed a thorough requirements analysis to get the inside scoop on IC Markets’ current sales processes, corporate hierarchy, and goals.
• Our team outlined a detailed tech strategy and scheduled all required workshops and training.
• We set up Salesforce Sales Cloud and then migrated data from the existing CRM. We also customized the synced database, elevating the customer experience across every touchpoint. 
• Vention’s engineers configured advanced reports and dashboards for increased visibility, enabling IC Markets to track sales spikes and generate brand loyalty.
• IC Markets now has a 360-degree view of their customer base, as well as automated KYC (“know your customer”), lead generation, and account management processes.
• The new CRM system reduced new user onboarding time by 30 percent.