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Business Challenge
- One of the oldest national wholesalers of mutual funds, annuities and life insurance
- Wholesalers used cell phones and laptops with cumbersome dial-up connections to access the company’s Customer Relationship Management (CRM) database
- Required a streamlined, less device-intensive solution to improve the effectiveness of its mobile sales people
Solution
- Extended mWholesaler from Pyxis Mobile on to their BlackBerry® smartphones
- Wholesalers gained the ability to access contact information, sales history and sales reports from their Salesforce.com CRM system
Results
- Sales teams spend less time on administration tasks and more time selling
- Improved lines of communication between wholesalers and their internal counterparts and senior managers
- Faster reporting cycles to track buying trends and the performance of various products
| Industry | Finance |
|---|---|
| Region | North America |
| Company Size | Large Enterprise |
| Type of Solution | Sales Force Automation & CRM |
| Solution | mWholesaler from Pyxis Mobile |
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