Rob the Sales Professional at Canada Life used to have to check notes from multiple sources when following up new sales opportunities and preparing for meetings. Now he just has to check a single dashboard, a single source of information and go out with confidence.

David Greenall, e-Business Manager for Canada Life UK reveals, “With Salesforce CRM we can answer the questions we need to validate decisions and grow our business.”

From lead tracking to preparing for meetings, Salesforce CRM has helped Canada Life bring greater visibility and efficiency to its sales operation. “With Salesforce Mobile App our account managers have a client’s whole history in their pocket,” added Ben Taylor, e-Business Development Consultant. “They can refresh their knowledge before a client meeting and update the rest of the team on the outcome on the train home. This input along with other MI we add enables a greater consistency in our sales process and effectiveness as we improve the tracking and follow-up of leads. We apply a greater intelligence of accounts and improve conversion rates.”

With more than 100 years’ experience in providing quality financial solutions in the UK, Canada Life’s vision is to be a world-class financial services provider, helping customers to achieve more through the excellence and integrity of its 45 Relationship Managers.