Standard Life Bank rolls out CRM software to up sales calls

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.

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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