Barclays Wealth selects Salesforce.com
ConvergenceAsia staff
31/08/2007

Salesforce.com, provider of on-demand business services, has announced that Barclays Wealth, the wealth management arm of Barclays Group, has selected Salesforce to provide enhanced global visibility of its sales leads and a mobile customer relationship management (CRM) solution for its Intermediaries & Corporates business unit.

Managing £93 billion client assets globally, Barclays Wealth’s ambition is to double its business within the next three years. Its previous CRM application failed to support its growth objectives with real-time sales pipeline reporting, collaboration and information sharing among multiple branches, and mobile CRM capabilities.

"We chose salesforce.com as it has an impressive record in servicing many of the world’s leading financial services institutions," said Ben Wong, e-Solutions and Trade Executive, Barclays Wealth Intermediaries & Corporates. "Deployment of salesforce.com's on-demand CRM solution in our UK headquarters has been very successful. Rolling out Salesforce in Asia Pacific is enabling us to drive sales performance and global business initiatives by improving visibility across our operations."

"Barclays Wealth needed a Web-based CRM solution like Salesforce to centralise multiple data sources for better management from both a business and technology perspective," said Wong.

By standardising on Salesforce, Barclays Wealth's team in Asia Pacific is not only able to comply with corporate reporting standards, but more importantly, work together to increase cross-selling opportunities. The intelligent workflow functionality in Salesforce helps define, route and alert all the people involved in managing an account or opportunity, pulling together experts from different countries and divisions to work in synergy.

As part of the deployment, Barclays Wealth integrated Salesforce with Microsoft Outlook email to increase mobile workforce efficiency. Representatives on the move are now able to use mobile devices to communicate with customers while accessing Saleforce at the same time to manage sales opportunities anywhere.

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