Cludo & Viseo

Melbourne – September 16th, 2020 – VISEO, a global technology company specializing in digital transformation services, and Cludo, a leading Australian Salesforce digital services and consulting partner, have today announced that they are joining forces.  

The acquisition enhances the ability of both companies to deploy larger-scale digital projects across Australia and the APAC region, with the addition of Cludo’s Salesforce digital transformation expertise complementing VISEO’s comprehensive range of digital services offerings and expertise for which it is known and respected. 

Cludo focuses exclusively on the Salesforce platform, with offices in Brisbane, Sydney and Melbourne, and is renowned for delivering transformative solutions to clients in the financial services, consumer goods, education and the not-for-profit sectors. Since its inception, Cludo has completed over 200 Salesforce projects with a record of success that saw it achieve Platinum Partner status in its first 18 months of operation, a record unequalled among Australian Salesforce partners. 

Today’s announcement is the start of another exciting chapter for Cludo and we are thrilled to be joining forces with VISEO. This is a natural union and the synergies and points of connection were immediately apparent from the moment we started talking. Like VISEO, we are committed to our customers and our people, and culturally and operationally we are strongly aligned. This merger is great news for our people and will benefit our customers and the Salesforce ecosystem by allowing us to combine with a global leader and accelerate innovation and drive even greater customer success.

Ian Goodwin, Co-Founder and CEO of Cludo.  

With 2200 consultants worldwide, a presence on 5 continents, VISEO is a technology consulting firm that assists its clients with their digital transformation. In APAC, VISEO operates two support and development centres respectively located in Cebu (Philippine) and in Surabaya (Indonesia).  

In Australia, VISEO has established its head office in Melbourne in 2019 and is also located in Sydney. VISEO builds technological assets for its clients to serve their strategic ambitions. VISEO helps them take advantage of digital opportunities, address new uses and compete with players who are changing the rules of the games.  

The Australian market is in the midst of a significant digital transformation event. Welcoming Cludo into the VISEO Group reinforces its Salesforce capabilities and creates synergies with the group’s expertise. VISEO’s goal is to become a key player, very attractive, and competitive within the technology space to better assist Australian customers with their digital transformation. 

VISEO Australia is delighted to welcome Cludo into our team. We share a similar company culture; vision and our potential synergies are aligned with our strategy to become a top 3 Salesforce player in ANZ in the next 3 years. This acquisition reflects our commitment to strengthen our key partnership and develop local expertise says.” Pierre-Francois VIEAU, Managing Director, VISEO Australia. 

We are very pleased and honored to welcome Cludo as part of VISEO family, this move reflects our ambition for Australia, and will consolidate our partnership with Salesforce and accelerate our Cloud First Strategy.” says Olivier Dhonte, VP APAC and Chairman of the VISEO Group. 

Charles Woodall, SVP Alliances & Channels, Salesforce APAC said “Cludo is a fast-growing member of Salesforce’s ecosystem, driving substantial digital transformation projects for our joint customers. We welcome its acquisition by VISEO, which will support Salesforce’s digital transformation capabilities in Australia and across the region.” 

For more information, please visit our websites www.viseo.com and https://cludo.com.au/

About Cludo

Cludo is a pure-play Australian Salesforce systems integrator specializing in financial services, consumer goods/services and the not for profit sectors and an established leader in delivering advisory, digital transformation and support services across the entire suite of Salesforce offerings. At Cludo, we live by our core values of creativity, transparency and tenacity, and we became a Salesforce Platinum partner in our first 18 months of operation, and we are known for our impeccable track record of delivering innovation, successful technology-led transformations and great customer outcomes.

About VISEO 

VISEO a global IT consulting firm specialized in assisting its clients with their IT and digital transformation. VISEO uses technology as a powerful lever of transformation and innovation to help its clients take advantage of digital opportunities, address new usages and compete with new players who change the rules of the game.  

With 2200 employees working on 5 continents, VISEO combines agility and complementarity of its areas of expertise – design of new products and services, digitization of business processes, data valuation, digital assets development – to make digital a real lever of competitiveness and performance.   

Cludo’s client is a profit-for-member superannuation fund with $14 billion of assets invested on behalf of 75,000 members. It is a hybrid fund, managing both accumulation and defined benefit super schemes for over 80 large employers and hundreds of smaller enterprises Australia-wide.

Cludo’s solution has allowed the organisation to achieve:

Improved acquisition and retention of members and employers through an enhanced customer and employee experience

Increased operational and service delivery efficiencies through automated workflow-driven process improvements

Exceeded return on investment target, allowing the customer to maintain cost and performance competitiveness in the highly competitive superannuation market.

The Fund had introduced a number of applications to administer products and services, record member and employer interactions, provide reporting and analytics and manage member and employer communications, however the environment did not provide a single view of employer data, delivered limited visibility for member and employer-facing staff of client interactions. The legacy environment delivered a fragmented and inconsistent member experience and was burdened by manual and inefficient internal workflow processes.

To address these challenges, the organisation undertook a digital transformation which included the implementation and integration of Salesforce across three key user groups; Member Services, Employer Relations and Corporate Development teams.

Cludo developed and implemented an integrated Salesforce solution for its client to manage member, employer and key stakeholder engagement. The solution provides the organisation with a system of engagement for prospects, members and employers and integrates with the Fund’s administration platform data which is managed externally by an outsourced service provider. 

The solution integrates with the organisation’s marketing automation application which has enabled the Fund, for the first time, to unify visibility and the customer experience across marketing, sales and service and move to a customer-centred service delivery model. The solution allows the Fund to maintain, monitor, report-on and be responsive to members and employers, make timely decisions and informed decisions and automate repetitive tasks, thereby creating efficiencies and reducing operational and service delivery risk.

Following implementation, the Fund has engaged Cludo as a strategic partner via managed services to deliver ongoing enhancements to the solution. The Cludo solution has enabled the Fund to pursue its strategic growth objectives through focused and efficient B2B (employer) and B2C (member) engagement.

Cludo’s client provides software solutions to childcare management solutions with a market-leading product supporting over 7,000 childcare centres across Australia and New Zealand.

The solution has delivered

End-to-end organisational efficiencies

Increased automation across the lead to cash process

Digitisation and automation across customer contracting

Greatly enhanced internal user experience

As a long term user of Salesforce, Cludo’s client was seeking to gain efficiencies across its lead-to-cash process, improve the way it interfaced with prospects and customers and enhance the experience of its employees. Against this backdrop, Cludo was engaged to drive the targeted organisational outcomes by enhancing the Salesforce solution and its use across the business. 

Applying its proven methodology, Cludo worked closely with the organisation’s sales, finance and IT teams to unlock areas of opportunity and specify and deliver architectural and functional enhancements to the Salesforce solution. The scope of work undertaken included:

  • Optimising the sales pipeline process to ensure opportunity stages and reporting aligned to the organisation’s way of operating;
  • Automating customer contracting in alignment with the Opportunity object using workflows and orchestration to support electronic contract generation, sending and signing using Conga Composer and Conga Sign;
  • Implementing real-time, web services integration with the client’s finance system to:
    • Automate account and invoice creation associated with software order fulfilment;
    • Surface account spend, invoice status and payment information in Salesforce; and
  • Making changes to add flexibility to billing cycle cadence options (e.g. annual, bi-annual, quarterly invoices and monthly invoices) to allow the organisation to better manage cashflow.

The updated solution delivered by Cludo has allowed the organisation to increase the efficiency and flexibility of its end-to-end lead-to-cash process and markedly improve the internal user experience.

Cludo’s client is a non-bank lender providing growth funding options to Australian business owners. Cludo delivered strategic advice to the client on ‘the art of the possible with Salesforce’ and then implemented a streamlined loan origination solution using Salesforce Sales and Service Clouds. Supporting strategic intent, Cludo implemented Salesforce Marketing Cloud to assist in the acquisition and nurturing of loan applicants. 

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Cludo’s client is a Queensland and NSW based hiring and staffing solutions provider and a registered training organisation (RTO) providing a connected suite of offerings to apprentices and tradespeople. The organisation supports over 20,000 apprentices and 8,000 trade-based businesses.

The solution has delivered

Seamless visibility of employers and apprentice placement

20% increase in on-boarded apprentices and employers

> $500k in net benefits

The organisation had an existing Salesforce CRM deployment which supported a range of business processes and services to its customers, however this solution was challenged by a lack of integration, functional alignment and effective adoption. With the organisation pursuing a strategic growth agenda, enhancements to its CRM solution were needed.

Cludo was engaged to enhance the organisation’s Salesforce CRM. Core to the uplift was integration with the organisation’s financial and operational systems and functional realignment and extension to position the Salesforce solution at the centre of its customer prospecting and acquisition and its whole of life and alumni focus on employee and employer connectedness. In delivering the enhanced solution, Cludo has enabled the organisation to systematically support its growth objectives, improve its service delivery, improve its planning and increase its operational efficiency by:

  • providing a single source of truth that surfaces all key prospect and customer information and the organisation’s interactions with them 
  • standardising recruitment, apprentice and employer processes and automating workflows to reduce manual activities
  • increase visibility, measurability and reportability of service interactions and group performance
  • enabling marketing campaign execution, management and measurement
  • providing field service staff with remote access to all features and data.

Following implementation, Cludo was engaged via managed services to deliver ongoing enhancements to the solution to meet evolving organisational changes.

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