CRM Software White Papers
OppenheimerFunds Supports Growth by Providing Advisors With Timely, Targeted Information
Overview OppenheimerFunds wanted to gain visibility into email correspondence with financial advisors and accelerate product information delivery to financial advisors. The challenge was to streamline information delivery to financial advisors - thereby freeing telephone sales representatives to focus on expanding high-value relationships and develop a clear understanding of product-advisor affinity. The company implemented a Customer Relationship Management (CRM) application infrastructure to enhance communications with financial advisors. It also gained a clear view of correspondence with financial advisors using Oracle's Siebel CRM applications, enabling the company to streamline outbound communications while enhancing communication effectiveness.
| Publisher | Oracle | File Format | |
|---|---|---|---|
| Date Published | December 2007 | ||
| Format | Case Studies | ||
| Topics | |||
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