Case Study:
Central FX boosted efficiency and maximised market coverage by eliminating duplicated work and streamlining their prospecting process with ZINT’s collaboration tools.
Complete team visibility into previously contacted organisations and untapped “whitespace” opportunities, enabling more strategic targeting.
Overview
Central FX changed the way they approach prospecting with ZINT’s collaborative spreadsheets, improving team efficiency and cutting out duplicate work. This new setup let agents focus on high-potential leads, work more productively, and effectively cover the entire UK market.
Market Reach
Reduced Duplicated Work
Industry
FX
Size
25+ FTEs
Company
Central FX is a leading foreign exchange broker based in London’s financial district, with over 10 years of experience providing tailored currency risk management solutions. Their dedicated account management team and online payments platform support a diverse range of clients, helping them manage the complexities of international transactions while minimising currency risk.
How We Delivered Results
Challenge
Central FX’s sales team handles a high volume of target companies and needs to be well-informed on each prospect’s import activities and currency handling. However, the lack of shared visibility into which organisations had been contacted led to repeated efforts and wasted time pursuing already disqualified prospects or those in active sales cycles. This inefficiency made it challenging to maintain a systematic approach and resulted in lost opportunities.
Solution
Central FX implemented ZINT’s Collaboration Tools, using the shared spreadsheet solution to provide full visibility into their target market for the whole team. The tool enabled agents to systematically track outreach activities, tag organizations, and share notes, giving the team real-time insights into their prospecting efforts. This streamlined the qualification process, eliminating duplicated work and ensuring that each agent could independently build lists of ideal prospects without overlapping with others.
Outcome
The new approach gave their agents autonomy to select and build lists of ideal prospects without interfering with others’ pipelines. No wated effort and a more organised and effective prospecting strategy that expanded their coverage of the UK market.
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