Improving Sales Processes With ERP-to-CRM Integration

This US-based investment services company employs more than 5,000 people and helps its customers with trading, investing, brokerage and cash management. This company was experiencing time constraints and problems with its IT infrastructure. Sales productivity suffered because different sales teams were using disparate systems, and the leads had to be passed manually between teams. An automated process for sharing leads would generate more cross-selling opportunities for the sales teams. The company implemented IBM WebSphere Cast Iron Cloud integration, which provides preconfigured integration solutions. The results of implementing IBM WebSphere were achieved fast time to value, increased the number of sales-lead referrals by 10 percent and gained more efficient lead sharing across sales teams, which improved cross-selling.