SG Trade Finance Enhances The Customer Experience With Zoho Creator

11.07.24 11:48 AM By Kim

Part of the global logistics and mobility company, Super Group, SG Trade Finance specialises in providing innovative trade finance solutions that facilitate global trade for South African businesses spanning diverse industries.


The business offers a comprehensive suite of trade finance products for stock payment. Designed to address specific needs at every stage of their development, these products include foreign and local payment financing, trade finance guarantees, forward exchange cover and spot payments.


SG Trade Finance's team of experienced trade finance consultants, based at their Johannesburg offices, pride themselves in being the driving force behind the success stories of numerous businesses.

The Challenge

Before making the transition to Zoho Creator, SG Trade Finance managed all their leads and payment instructions in Outlook and Excel.

They required the creation of an official user-friendly leads data base.

This progressed into a client portal where clients could log payment instructions more efficiently, while providing a unified point of communication. In addition, they also wanted to enhance the overall client experience.

SG Trade Finance, having worked with DSL Telecom's Zoho Implementation team for many years, turned to them for their expert guidance on their new project requirements.

The Solution

This Zoho implementation project included the creation of a custom database application to assist SG Trade Finance, as well as an effective client-friendly payment instruction portal. 
Super Group Trade Finance


Industry Type: Trade Finance


Type Of Business: Division of Super Group Trading (Pty) Ltd


Headquarters: Johannesburg 


Group Employees: 20 000


Zoho Applications That Helped Us:

Zoho Creator

Zoho Desk

Zoho CRM


Their app comprises of a user interface for the client to input data with some pre-filled information to speed up the request process.


We implemented a tailored solution for SG Trade Finance, featuring a dedicated portal for managing financial instructions and applications. This allows clients to securely handle instructions, track submissions, manage beneficiary details, and access comprehensive reports summarising payment instructions.


Additionally, our Zoho implementation team seamlessly integrated SG Trade Finance's Zoho Creator with Zoho Desk and Zoho CRM, streamlining the payment instruction process and enhancing operational efficiency.

To maximise their ROI on their Zoho software investment, SG Trade Finance also enrolled in a DSL Telecom Customer Success Plan.

Choose DSL Telecom

In conclusion, the partnership between SG Trade Finance and DSL Telecom's Zoho Implementation team has significantly streamlined and enhanced SG Trade Finance's payment instruction process. By integrating Zoho Creator with Zoho Desk and Zoho CRM, SG Trade Finance now enjoys a more efficient, organised, and user-friendly system that not only meets their current needs but also scales with their growing business demands.

Testimonial From SG Trade Finance

'' DSL Telecom has transformed our operations with their innovative solutions. What began as a simple request for a central information hub for leads, resulted in a game-changing automated payment instruction process. Thanks to DSL Telecom's expertise, we streamlined our workflow and significantly sped up our processing times. Their ability to understand our needs and translate these into tangible outcomes is particularly exceptional. We're excited about the future possibilities with DSL Telecom as our trusted partner.''
Looking to embark upon your own Zoho software journey like SG Trade Finance? Book your free evaluation meeting today .
Book my free evaluation meeting
 Zoho Premium Partner South Africa

Kim