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TIAA-CREF Sharpens Sales Visibility with Oracle CRM

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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.


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