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IA Clarington Investments Inc.

Integrating this BlackBerry solution has streamlined our flow of information, resulted in more accurate and timely entries into our CRM and ultimately led to better customer service.
George Ho Vice-President of Information Systems and Technology at IA Clarington Investments Inc.
  • Industry: Finance/Insurance
  • Region: North America
  • Company Size: Large
  • Solution: BlackBerry® Enterprise Server; CRM system access
Full Story

Challenge

With a highly mobile external sales force comprised of remote users spread from coast-to-coast, IA Clarington Investments Inc. found that it was becoming increasingly difficult to deliver key information to its front lines.

The company needed an easy-to-implement, cost effective solution that would allow information to be shared more easily, free up administrative tasks and increase productivity.

Solution

After the company implemented a highly successful web-based version of its Enterprise Information Management System (EIMS) on BlackBerry® smartphones in 2008, it launched a fully integrated BlackBerry application in 2011.

The innovative BlackBerry application has extended IA Clarington's CRM functionality to its mobile users by integrating with a number of native BlackBerry features, like Email, Calendar and GPS functionality. Sales staff can now view all of the daily interactions between the company and clients within their territory, leverage the Calendar functionality to book client appointments directly into the CRM system and locate clients near their current location.

Benefits

  • Higher number of client interactions captured into CRM system
  • Increase in overall sales productivity
  • Greater mobility for salespeople
  • Ability to push internal company information directly to salespeople