Scottish Widows, CRM Executive Customer Panel Presentation - Oracle OpenWorld '09

Stephen Miller Sales Operations Manager Scottish Widows As part of the Lloyds Banking Group, Scottish Widows is proud to be an Official Provider of the London 2012 Olympic and Paralympic Games

Scottish Widows [Place Customer Sales Excellence through CRM On Demand Logo Here] COMPANY OVERVIEW DEPLOYMENT PROFILE • Help customers plan their financial futures • 450 users of Oracle CRM On Demand since1815. • One of the most recognised brands in the life, • 180 users of Mobile Sales Assistant pensions and in estment industry. investment ind str • C Complete d l l t deployment, f t from prototype to t t t • Part of Lloyds Banking Group since year 2000. production in 4 months • More than 6 million customers in the UK. • Relationships with over 18,500 Independent CUSTOMER PERSPECTIVE Financial Advisers. “CRM On Demand helps us manage p g • The largest distribution network in the UK our business more efficiently, meaning through Lloyds Banking Group. we focus our energy in the right places • Achieved strong profit before tax of £287M and maximise all opportunities to for the first half of 2009. deliver results” Simon Massey, Intermediaries Director CHALLENGES / OPPORTUNITIES RESULTS • Continued efforts towards providing • 20% increase in new cases entering the sales outstanding service and value to customers. pipeline on a weekly basis • Better utilise our current sales opportunities • Over 5,000 hours gained by reduction in and improve our penetration of the market. administration since July 2009 • Adapt to rapidly changing business and • Real time pipeline management economic environment. • Improved sales mobility with Oracle Mobile Sales Assistant S l A i t t

Why Make The Change? The Problem Our Goal • Our sales process had become • Better utilise existing customer fragmented. relationships and pipeline. p pp • A lot of processes were very • Improve sales staff manual and time intensive. productivity. • Sales managers were spending • Provide the ability to expand time trying to collate data to help our customer base. manage the sales force. • There were a number of tactical • Deploy an IT platform to solutions in place that are key to support growth & business the operation that were p model changes. unsupported by our IT function.

Implementation Approach • C Competitive proof of concept using 2 sales teams. titi f f t i l t • A 3 week pilot to validate core requirements and test the delivery of functionality in a production environment. • Roll-out Oracle CRM OnDemand, Mobile Sales Assistant and business process to 300 users over 14 sites in 2 months. • Phased roll-out over 2 months to ensure the project team were able to provide the right level of support to help users embrace the change. July 2008 February March April Proof of Pilot Full Roll Out Concept C

Implementation Approach – Configuring On Demand to Our Needs • Maximum of 3 clicks to get to any information. • Analytics to drive focus and direction. • Alerts to notify the sales team providing a call to action. • Capability to log activity as p y g y it happens. • Real time opportunity management. • Tailored screen layouts based on role.

Challenges we Faced Along the Journey • Acquisition of competitor forced project rollout to move up from June 09 to April 09 – Rolled out to 300 users over 14 sites in 2 months • Merge and rationalise 2 salesforces – Different sales process – Office locations – Technology setup • With minimal user training (2 weeks), all additional 180 users were deployed in time, within budget Oracle CRM On Demand allowed us to get up and running quickly as a combined salesforce with gq y standard processes and management reporting

What CRM On Demand Brings to Scottish Widows Powerful analytics and reporting capability Account segmentation for better penetration Real time pipeline management Central intelligence Improved sales force mobility End-to-end ca pa g management d to e d campaign a age e t Microsoft Outlook integration

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Scottish Widows, CRM Executive Customer Panel Presentation - Oracle OpenWorld '09

by aniedenthal on Dec 07, 2009

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Scottish Widows, CRM Executive Customer Panel Presentation - Oracle OpenWorld ’09 — Webinar Transcript