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Irish Pensions and Finance

The Company



Irish Pensions and Finance (previously Personal and Corporate) was set up in 1993 by the principal partners Owen Dwyer and David Dunleavy.
To date, the company has over 6,000 clients in the Civil and Public Service and over 1000 clients in the Private Sector. With their team of highly trained and experienced financial consultants covering the 26 counties, they make a point of delivering a personal and professional service to their clients.

Specialties: Dry Ice Solution Providers, Dry Ice, Dry Ice Blasting, Solid Carbon Dioxide

Suites 3 & 4, Gowna Plaza
Bracetown Business Park, Co Meath
http://www.ipf.ie

The Challenge

IPF provide financial advice and a range of financial products to the public and private sector. The business required a central database for all client information. Current business difficulties included missing revenue targets, letting sales opportunities slip through the net and ineffective marketing campaigns. These main issues were causing an impact on businesses growth.

The Solution

By deploying a central CRM database we enabled the sales team to identify and follow-up with new prospects and existing customers. The sales team could now optimise the information shared by multiple employees from sources such as word, excel, outlook and other office applications.

The Results

The use of the tailored CRM database provided employees with the information necessary to know their customers, understand their needs and build lasting relationships with them. Sales were increased by allowing the formation of individualised relationships with customers by identifying the most profitable customers and providing them with the highest level of service.

“…Since we started using the SuperOffice system, our productivity levels have increased two-fold…”

Kevin Bowler
Sales Director
Irish Pension & Finance



 

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Smart Fusion Connaught Office: 094 935 7694
e: info@smartfusion.ie
Smart Fusion 2014