A pilot project in France … followed by an international deployment

X-Trade Brokers is an online website specialized in trading operations, regulated by the AMF and the “Banque de France”.  The group is located and agreed in more than 16 European countries and many other all around the world.  XTB, Eastern Europe leader, offers to its clients CFD offers and options on different assets (actions, share indexes, Forex, raw materials).

+ 100 000 clients all around the world
+ 400 employees

Context & Goals

The XTB company aimed to replace its CRM existing platform and try the new solution as a pilot project in France. Satisfied with the implementation driven by DEVENSON, the deployment was also made internationally through the XTB Poland subsidiary. Initially, the CRM project targeted a fast deployment and a successful adoption for the 8 initial users.

Selected approach

In the Framework of our QSA-5 Solution, DEVENSON worked closely with the XTB FRANCE Director in order to enlighten with a high level of precision all the steps of their commercial process.

  • Standardize & optimize the business process
  • Catch new leads (web to lead)
  • Follow-up the business activity (calls, mails)
  • Improve the conversion rate
  • Improve the customer tracking

Results

After only few weeks of using, XTB’s FRANCE Direction pilots its entire activity thanks to customized and performing dashboards, they are proud to notice a real growth in their teams productivity.
Within few months, Salesforce permitted to XTB to improve their prospects conversion rate by 40%.
With such results and such a high level of satisfaction coming from its Direction, DEVENSON continued to deploy the solution for the whole XTB Group.

Testimonial

guimetI strongly recommend to work with DEVENSON and its staff. They did adapt to the complex sector of finance and understood quickly our expectations. I easily can admit that Salesforce integration within our company has been a success, in terms of results as well as the satisfaction level of our team.guimet1

Daniel GRAVIER
XTB France General Director
 
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