Case Study:

The Market Bull

The Focus

The Market Bull is a journalism company based in Perth, Western Australia, that manages the ongoing coverage of stock news distributed to private investors, stockbroking experts, and corporate advisories. They needed a solution to better manage and automate their sales process, which included proposal generation and signing, clear visibility on sales pipelines and targets, and automated invoicing for their ongoing clients. Mensatech was able to provide a customised Salesforce CRM that addressed all these needs.

The Solution & Results

The team of experts at Mensatech worked closely with The Market Bull team to understand their unique requirements. We implemented a Salesforce CRM that automated proposal generation and signing with just a click of a button, alongside providing the business with clear visibility on sales pipelines and targets through comprehensive reporting and dashboard configurations. The solution also featured a custom-built API XERO integration that automatically created invoices for their partnered ongoing clients. This allowed The Market Bull team to streamline their sales process, reduce administrative time, and improve their customer service.

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