IC Select is a wholly independent organisation, which helps pension funds monitor, assess and select the most appropriate investment consultant or fiduciary manager for their scheme. This allows trustee boards and investment sub-committees to have confidence in the quality of their investment decision making and scheme governance.
IC Select also provides an investment consultant and fiduciary manager monitoring service to alert trustees to material changes in their adviser.
IC Select had been using Salesforce for over 10 years and wanted some help to relaunch it within their organisation. It was primarily used to hold static prospect, client and industry data and was largely disconnected from their sales process.
Use of Salesforce was mixed, with some users fairly experienced and comfortable with the system, and others who never used the system at all.
They knew Salesforce was capable of much more than they were using it for and were looking for help to discover what it could do for them, and to justify their continued investment.
Cairies helped IC Select to relaunch the use of Salesforce within their organisation. It is now seen as an integral part of their business, with staff using Salesforce on a daily basis. The spreadsheets that were once used to track sales are gone, they have extended the use of Salesforce beyond sales, and are now able to justify their continued investment in Salesforce
Cairies were key in helping our company take the next step to grow and integrating Salesforce into our day to day life. They provide a professional, helpful and friendly service and would highly recommend to anyone looking to start using or to improve their use of Salesforce.
