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
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.