TIAA-CREF Sharpens Sales Visibility with Oracle CRM

TIAA-CREF is a national financial services organization with approximately $470 billion in assets under management (as of 6/30/11) and is the leading provider of retirement services in the academic, research, medical and cultural fields. TIAA-CREF successfully deployed Oracle CRM On Demand in 13 weeks and immediately improved sales pipeline visibility.

In the video below, David Ray, Vice President, Strategic Sales at TIAA-CREF, discusses how the deployment included integration with Miller-Heiman blue sheets, allowing sales teams to populate CRM On Demand and the sales strategy forms with one single entry point, significantly reducing paperwork and increasing efficiency.


Comments:

Post a Comment:
  • HTML Syntax: NOT allowed
About

The place to get informed about customer experience and how it impacts your success.

Stay Connected


Subscribe
Subscribe to our RSS feed.

Search

Archives
« April 2014
SunMonTueWedThuFriSat
  
1
4
5
6
9
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
   
       
Today