Daiwa Securities Matches Buyers and Sellers More Efficiently with Salesforce

"Salesforce delivers internal transparency and enhanced client service without requiring the resources to implement, integrate, and maintain a complex conventional solution. The bottom line is that the system works, it's easy to use—and we have it at an affordable price."

Graeme Muirhead
Executive Director


Challenge
  • Business dependent on developing and maintaining long-term client relationships
  • The company did not want each client relationship and customer history residing with individual advisors
  • In-house and packaged client/server systems were too expensive and drained resources

Solution
  • The company implemented Salesforce
  • Cost-effective, globally accessible, low-risk, quickly implemented, integrated with existing systems
  • Central repository of real-time information for all salespeople, ensuring seamless relationship with clients
  • Serves dual role as capital markets tool to capture details on clients issuing bonds and sales tool for dealers selling bonds

Results
  • Client relationship owned by total organization instead of individual advisors
  • Soaring client satisfaction as investors get informed service from any available advisor
  • New efficiency in matching buyers and sellers; faster identification of emerging business opportunities
  • Improved personnel management; better coordination between capital markets group and sales
 
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