Sun Life Financial Selects Knouen OfficeSync to Improve Sales Productivity and Replicate Best Practices
Knouen Technologies Simplifies Siebel CRM at Leading Financial Services Company
Redmond, WA, April 29, 2010 --(PR.com)-- Knouen Technologies, a leading innovator of enterprise productivity solutions that help companies to improve the adoption of their CRM systems, today announced that Sun Life Financial, a leading international financial services organization that provides a diverse range of protection and wealth accumulation products and services, has selected Knouen OfficeSync for Siebel CRM to help improve sales productivity and to replicate best practices across its sales organization.
Sun Life Financial’s sales force spends the most of their time meeting with customers, and depends on Microsoft Outlook to manage appointments and interactions with customers. The challenge for Sun Life Financial was the disconnection between the company’s Siebel CRM system and Microsoft Outlook. Customer activities scheduled in Siebel calendars were not automatically synchronized with the sales reps’ Outlook calendars. As a result, Sun Life’s sales reps had to manually copy appointments back and forth between the two applications, which was time consuming and prone to errors.
”Our sales force lives in Outlook,” says Shaun McCarron, Director, Project Management Sun Life Financial. “We required a solution that could automatically sync calendar entries and contacts between Siebel and Outlook. We evaluated solutions from Oracle and Knouen, and decided to go with Knouen OfficeSync for its robust functionality, ease of use, and the company’s flexibility to meet the needs of our users.”
Sun Life Financial uses Knouen OfficeSync to reduce the time their sales force spends on non-productive tasks such as duplicating data between Siebel and Outlook. Knouen OfficeSync provides bi-directional synchronization of calendars, contacts and tasks between Outlook and Siebel. While end users schedule meetings and respond to customer emails using Outlook, Knouen OfficeSync works in the background to capture these activities and log them automatically in Siebel, without any additional data entry or effort by the end user.
“Knouen OfficeSync helps companies such as Sun Life Financial to realize the full potential of their CRM system,” says Meetul Shah, CEO and Co-Founder, Knouen. “By integrating the power of Siebel CRM with the ubiquity of Microsoft Outlook, Knouen makes it possible for every stakeholder to benefit from their company’s CRM investment.”
Knouen OfficeSync for Siebel CRM is part of a suite of desktop and mobile solutions that enhance sales productivity.
###
About Sun Life Financial:
Sun Life Financial is a leading international financial services organization providing a diverse range of protection and wealth accumulation products and services to individuals and corporate customers. Chartered in 1865, Sun Life Financial and its partners today have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China and Bermuda. As of September 30, 2009, the Sun Life Financial group of companies had total assets under management of CDN$412 billion. For more information please visit www.sunlife.com.
About Knouen Technologies:
Knouen (know-n') Technologies is leading the innovation behind enterprise productivity solutions that improve the usage adoption of CRM systems. Knouen provides an integrated suite of desktop and mobile applications that seamlessly integrate with existing CRM systems to make them more effective and useful for customer facing professionals. Knouen OfficeSync for Siebel CRM seamlessly integrates Oracle’s Siebel® CRM with Microsoft® Outlook®. Knouen Mobile provides users the ability to easily and securely connect to Siebel CRM using a smartphone device. With Knouen, sales and field service professionals in leading Fortune 1000 companies are more productive and have less down time. Founded in 2006 and headquartered in Redmond Washington, Knouen supports companies across a number of industries including financial services, technology and healthcare. To learn more on how to maximize your CRM investment, visit us at www.knouen.com.
Sun Life Financial’s sales force spends the most of their time meeting with customers, and depends on Microsoft Outlook to manage appointments and interactions with customers. The challenge for Sun Life Financial was the disconnection between the company’s Siebel CRM system and Microsoft Outlook. Customer activities scheduled in Siebel calendars were not automatically synchronized with the sales reps’ Outlook calendars. As a result, Sun Life’s sales reps had to manually copy appointments back and forth between the two applications, which was time consuming and prone to errors.
”Our sales force lives in Outlook,” says Shaun McCarron, Director, Project Management Sun Life Financial. “We required a solution that could automatically sync calendar entries and contacts between Siebel and Outlook. We evaluated solutions from Oracle and Knouen, and decided to go with Knouen OfficeSync for its robust functionality, ease of use, and the company’s flexibility to meet the needs of our users.”
Sun Life Financial uses Knouen OfficeSync to reduce the time their sales force spends on non-productive tasks such as duplicating data between Siebel and Outlook. Knouen OfficeSync provides bi-directional synchronization of calendars, contacts and tasks between Outlook and Siebel. While end users schedule meetings and respond to customer emails using Outlook, Knouen OfficeSync works in the background to capture these activities and log them automatically in Siebel, without any additional data entry or effort by the end user.
“Knouen OfficeSync helps companies such as Sun Life Financial to realize the full potential of their CRM system,” says Meetul Shah, CEO and Co-Founder, Knouen. “By integrating the power of Siebel CRM with the ubiquity of Microsoft Outlook, Knouen makes it possible for every stakeholder to benefit from their company’s CRM investment.”
Knouen OfficeSync for Siebel CRM is part of a suite of desktop and mobile solutions that enhance sales productivity.
###
About Sun Life Financial:
Sun Life Financial is a leading international financial services organization providing a diverse range of protection and wealth accumulation products and services to individuals and corporate customers. Chartered in 1865, Sun Life Financial and its partners today have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China and Bermuda. As of September 30, 2009, the Sun Life Financial group of companies had total assets under management of CDN$412 billion. For more information please visit www.sunlife.com.
About Knouen Technologies:
Knouen (know-n') Technologies is leading the innovation behind enterprise productivity solutions that improve the usage adoption of CRM systems. Knouen provides an integrated suite of desktop and mobile applications that seamlessly integrate with existing CRM systems to make them more effective and useful for customer facing professionals. Knouen OfficeSync for Siebel CRM seamlessly integrates Oracle’s Siebel® CRM with Microsoft® Outlook®. Knouen Mobile provides users the ability to easily and securely connect to Siebel CRM using a smartphone device. With Knouen, sales and field service professionals in leading Fortune 1000 companies are more productive and have less down time. Founded in 2006 and headquartered in Redmond Washington, Knouen supports companies across a number of industries including financial services, technology and healthcare. To learn more on how to maximize your CRM investment, visit us at www.knouen.com.
Contact
Knouen Technologies
Lee Ho
206-588-5758
www.knouen.com
Lee Ho
206-588-5758
www.knouen.com
Contact
Categories