360° audit of a Salesforce instance to realign architecture, uses and CRM governance

Qonto is a French fintech and neobank dedicated to SMEs, VSEs, freelancers and startups, which offers a 100% digital professional banking solution. It allows you to open a business account online with IBAN, to manage payments and transfers, to issue Mastercard cards, and to monitor expenses, billing and company accounting from a centralized and intuitive platform.

Neo bank

Sector

paris

Location

1000 - 5000

Employees

Consultant (s)

2 months

Duration of the mission

Our impact in figures

1

prioritized and pre-defined roadmap

45

projects to be carried out

background

In a context of hypergrowth, the Salesforce instance has become complex and difficult to maintain. The data model is becoming more complex, doubts are emerging about the reliability of the data and the quality of the analyses. The user experience creates friction. The sponsors want an objective and prioritized vision to rationalize the tool and strengthen its business impact.

Solutions provided

Key deliverables

Consolidated diagnosis of functional and technical irritants.
Clear mapping of architecture and data flows.
Structured definition of the Lead → Customer journey and associated rules.
Recommendations prioritized by impact and feasibility.
6—12 month roadmap organized by streams.
Pre-framed backlog to manage construction sites.

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Our actions in detail

Analysis of Salesforce uses (objects, fields, fields, processes, ownership).
Conducting interviews and shadowing field sessions.
Technical audit of the data model, flows, automations and dashboards.
Animation of transversal workshops (Architecture, Integrations, Customer Journey, UX, Governance).
Structuring and prioritizing identified initiatives.

Results

The mission made it possible to objectify the irritants and to align the sponsors on a clear trajectory for the evolution of CRM. Qonto now has a structured roadmap, organized by streams, with pre-defined projects, prioritized according to business impact and technical feasibility. The associated backlog allows operational management of developments and clarified governance.