VEChannel Event Profile

Mobilize Your Sales Force: Pyxis mWholesaler on BlackBerry

Putnam Investments is a global money management firm with $ 213 billion in assets under management and nearly 300 institutional clients. They have a 100 person domestic wholesale division who depend heavily on Siebel, their organizations CRM solution and Pyxis mWholesaler as its wireless extension. When Putnam chose Pyxis to extend their Siebel CRM solution to the field, as well as other critical enterprise data, they were looking to solve a number of key business issues: extending the use of their costly CRM investment, improving the communication between the field and executive management and enabling mobile reps to access sales data without relying on internal resources. Hear Joseph Porrazzo, Sr. Software Developer from Putnam Investments, discuss the improvements they made while giving their field sales force the tools they need to succeed and build better client relationships.

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