Pacific Life Undertakes Dramatic Digital Transformation
June 4, 2019 by Staff Reports
Pacific Life is partnering with Salesforce on a sweeping CRM platform upgrade across its entire U.S. retail businesses.
Previously, Pacific Life’s employees across regions and departments did not have a single platform to view and manage every customer relationship and interaction.
To address this challenge, Pacific Life partnered with Salesforce on a new initiative it calls the NextGen CRM Program, designed to bridge the gap between Pacific Life’s sales, service and marketing teams and reimagine how they engage with financial professionals, Pacific Life said in a news release.
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