Ohman chose Pivotal customer relationship management (CRM) for its functionality designed for the financial services-industries and because its former solution failed to address key requirements that included: maximizing benefits from its sales and marketing campaigns, increasing service levels and providing a complete view of client information. Using Pivotal CRM, Ohman employees now will be able to develop deeper insight into their clients’ needs, preferences, and influencers, and will have access to tools that will help them improve team collaboration and client service, as well as track performance.
Pontus Barrne, CFO of The Ohman Group, said: Previously at Ohman, information was stored in a variety of databases and systems resulting in different departments being unable to easily access or collaborate on client information.
Since the cornerstone of our business is exceptional customer service, the need for a centralized solution was an important factor in choosing Pivotal CRM. With Pivotal CRM, we anticipate having a holistic view of all relationships and their mutual influence which will enable us to offer customized products and information when they are needed.
