Customer Snapshot: Pacific Life

Pivotal CRM was the right fit for Pacific Life's Annuities & Mutual Funds Division

Founded in 1868, Pacific Life provides life and health insurance products, individual annuities, mutual funds, group employee benefits, and offers to individuals, businesses and pension plans a variety of investment products and services. Over the past five years, the company has grown from the 20th to the 15th largest life insurance company in the nation. The Pacific Life family of companies manages more than $357 billion in assets, making it one of the largest financial institutions in America, and currently counts 80 of the 100 largest U.S. companies as clients.

Challenges

  • Enhance sales effectiveness and productivity
  • Improve Customer Service
  • Increase collaboration
  • Manage multiple sales channels

Results

  • Pacific Life worked with Pivotal to develop specific strategies to improve sales activity, client responsiveness and overall revenue performance
  • Pivotal has helped Pacific Life identify, measure and achieve meaningful business results from their CRM initiatives
  • Predictable and cost-effective implementation