Example scenario · Fintech
One team. Three markets and three time zones.
A UK fintech had found its market at home and raised to expand into the UAE and the US. The sales team was about to be spread across London, Dubai and New York, with a system built for one market.
An example scenario based on situations we see often. Details are representative, not a specific client.
Photo by David Rodrigo on Unsplash
The situation
Where they started.
The UK business ran on a CRM set up for one market and one time zone. Most conversations happened by email and phone.
Dubai changed that. Prospects expected WhatsApp and meetings across a different time zone. The US team needed its own pipeline and campaigns, and leadership needed to compare three markets without three sets of spreadsheets.
The problem
What it was costing them.
6 tools, each doing one job, with nothing making sure they agreed. These are the places things slipped.
Conversations with UAE prospects lived on reps' own devices.
Meetings booked across three time zones by hand.
The same emails went to London, Dubai and New York.
Leadership couldn't see which market was working.
What we did
Strategy first. Then the build.
Mapped the buying journey in each market with the regional leads
Agreed the channels, messages and offers that suit each market
Designed one pipeline structure with reporting by market
Set rules for routing leads to the right team by region
WhatsApp runs through the shared inbox, logged on the contact and visible to the team.
Booking pages show local times, and leads go to reps in the right region.
Email and SMS campaigns segmented by market and offer.
An AI agent replies to enquiries in every time zone and hands qualified leads to the local team.
Pipeline and revenue for London, Dubai and New York in one view.
The system
What the team sees every morning.
One pipeline, updated by the system as things happen. New enquiries arrive, follow ups go out and deals move on without anyone copying data between tools.
Swipe to see the whole pipeline.
Illustrative screen with invented companies and figures.
How it came together
From review to a system that runs.
We looked at every tool, every journey and where things were getting lost.
A working session with the leadership team to agree the plan and the priorities.
We restructured the system for three markets, connected WhatsApp and migrated the UK data.
Short sessions for each team, then a phased switch over so nobody lost a day.
Monthly check ins to refine journeys, reports and campaigns as the company grows.
What changes
Before, and after.
FAQ
Questions about this kind of build.
Yes. WhatsApp runs through the shared inbox, so conversations are owned by the company, logged on the contact and visible to the team.
Sound familiar? Let's fix it properly.
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