A division of Pacific Life Insurance Company is implementing Pivotal’s CRM applications in a bid to improve the management of its multiple sales channels, boost sales productivity and increase staff collaboration.
The Annuities & Mutual Funds unit selected Pivotal Wireless to improve the flow of information between sales professionals, who typically spend at least four days a week on the road.
The aim was to enable staff to access up-to-date customer information quickly, making it easier to respond to sales enquiries and to make timely decisions.
Phil Teeter, vice president of technology at the Annuities & Mutual Funds Division of Pacific Life, said: “We selected Pivotal because the company offered a strategy that allows Pacific Life to start with a sales initiative that builds into a CRM framework and a contract that allows us to know the total cost of each initiative upfront.”
Pivotal specialises in selling CRM applications to mid-market companies.