RAISE THE GAME

Migrating from a complex stack to Zoho

Raise is a SAAS business that simplifies equity management for African founders and their investors. Helping founders to navigate Equity Management, Valuations, Compliance and other service requirements.

They enable African businesses with open financial system for built specifically for Africa. Their mission is to build trust and investment opportunities across Africa’s fastest growing economies, markets and startups, by democratizing ownership for billions of Africans around the world to create new investment opportunities and asset classes.

Solution

Raise, as Saas business, was previously using a complicated stack of applications across the business and chose to migrate to the Zoho environment. Arctic Tundra executed a migration from Hubspot with no client data being lost. The webforms were integrated into the CRM with custom workflows per customer fields that were selected. Their database was imported and tagged in order to create lists for use in Campaigns and subsequently migrated from using DocuSign to Zoho Sign. Custom pipelines and fields were created, with the corresponding reporting frameworks for each. Custom reports are generated in Analytics in order to understand the sales data and analytics.