A Large Fortune 500 Financial Services and Insurance Company Boosts Field Sales' Productivity Through a TCS-Implemented Salesforce.com CRM
TCS's client is an international financial services company that provides insurance, wealth management, and financial solutions. The company required an on-demand CRM solution that would integrate with its quote generation system as well as provide real-time connectivity to its field sales personnel. TCS supported the company in the migration of its legacy on-premise CRM system to the on-demand Salesforce.com CRM, thus providing the company's field sales representatives with mobile, real-time access to the CRM data at an optimal cost. The TCS team initiated the engagement with a detailed study of the company's existing legacy system, business needs and drew up a strategy for migration to the Salesforce.com system.