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Sage CRM helps IFS counter competition

Sage CRM helps IFS counter competition

The ifs School of Finance is a registered charity, incorporated by Royal Charter.

The ifs supports formal learning among both consumers and people employed within the financial services industry in the UK and in key markets worldwide.

During the last ten years, like most noncompulsory professional bodies, the ifs has seen a decline in individuals becoming members, partly as a result of changes in the banking sector, but also due to the fact that there is no longer a job for life, with large numbers of members leaving the industry.

The ifs has therefore re-positioned itself as a business school focused on the whole of the financial services arena.

Corporate buyers were targeted as a key sector, and building effective relationships with them became a critical focus in winning business over the competition.

Gary Millner, Corporate Relations and Communications Director, explains, “We identified some 3,000 potential buyers. In large companies, training budgets would be typically spread across many divisions. To track and support sales effectively – and ensure no client or deal ever drops off the radar – we needed to create and maintain a solid corporate knowledge base, bringing together, centralising and streamlining the information held in the heads and filofaxes of sales teams on the road.”

Download the full case study below and read how Sage managed to find the perfect solution

AJR
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