Standard Life Bank has increased the number of sales
calls account managers are able to make by 20% after installing CRM
software to improve the organisation of thousands of customer
contact details.
The company will also produce
targeted marketing campaigns based on customer profiles which
are now centrally organised in contact and account management
software provided by Salesforce.com.
Standard Life Bank is the first division of the wider Standard
Life Group to implement Salesforce.com for Financial Services.
Standard Life Investments, Assurance and Healthcare are all at
different deployment stages - the vision for the future being that
every company within the group uses the same
CRM system .
"We concluded from our extensive feasibility studies that the
Salesforce system was easiest to adopt and since going live we have
received excellent feedback from our sales team," said Jackie
Moran, head of sales at Standard Life Bank.
Salesforce is being used to manage information for all of the
Bank's intermediary relationships - a channel network of
approximately 10,000 independent financial advisers.
Standard Life reaps the benefits of asset tracking >>
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