Pello Capital started as a private client stockbroking firm called Cornhill Capital in 2004. What began as a diversified stockbroker, with a range of companies in sectors such as commodities, energy and property, is now a specialist leading independent brokerage. Today, it offers a variety of investment products for institutional, corporate and private investors focusing on listed stocks and shares. Pello places customer service and delivery at the forefront of what it does.
Creator, CRM, Forms, Flow, Cliq, WorkDrive, Analytics, Desk, Sign, Projects, People and Expenses
The wealth management and stockbroking industry is very traditional in nature and has historically been slow-moving to innovate, especially when it comes to the use of technology. Pello needed to find a solution that could help it drive efficiency and increase the speed of operation. It had to find a solution to transform the experience for internal and external stakeholders while enabling the company to scale exponentially to meet its growth ambitions.
Pello started with building custom functions in Zoho CRM, which is used as a centralised data repository to house all customer data and enhance customer experience. It then switched to Zoho One, the platform becoming integral to Pello’s business operations.“In effect we were already using Zoho One, but with about forty other tech companies. They were giving us similar services, but you wouldn’t get just one invoice. Zoho One is a much cheaper price point and I really like the way Zoho user pricing works. It’s transparent and easy.”
Today, Pello uses Creator, CRM, Forms, Flow, Cliq, WorkDrive, Analytics, Desk, Sign, Projects, People and Expenses . It has plans to build further customer functionality in the near future as it continues its digital transformation.
Just because we are ahead of people, doesn’t mean we should stop running really fast.
Pello’s ambition is to deliver a unique customer experience at a much lower cost than the industry norm and it will continue to explore digital solutions as it works to achieve this.
Abloom tech provides cutting-edge professional services and always works hard to resolve issues as quickly aspossible. In nutshell, we intent that our customers are loved by their customers. Our experts study the business needs ofyour organization to identify the most suitable CRM product for your business which can be implemented with minimumcustomization. In case, you have been losing sales and revenues due to a non-responsive CRM system that fails to addvalue after the employees leave the premises, we will get that taken care of by customizing the CRM. Also, Abloom Techas a Zoho Premium Partner helps you build your CRM from scratch.
“PartsBaba benefits from all the innovation and enhancements happening in Zoho One. While PartsBaba would otherwise struggle to transcend geographic boundaries, Zoho One’s remote work features allow the company’s small team to function across borders without the added cost”
“It took me a really long time, almost 10 years, to find a suitable solution to run my entire business. Zoho One works seamlessly for us not only to manage our customer-facing touch points, but also improves our internal processes and communications.”
“Adoption of Zoho is now at its highest because they continue to reinforce the value by expanding our usage. Zoho continues to make our jobs easier and as people see that, more people want to use it.”